Get the free Form 8937 (Rev. December 2011) - Health Care REIT

8937 Report of Organizational Actions Affecting Basis of Securities Form (December 2011) Department of the Treasury Internal Revenue Service Part I OMB No. 1545-2224 See separate instructions. Reporting

How to fill out form 8937 rev december

How to fill out form 8937 rev december:

1. Begin by entering the filer's name and contact information in the designated boxes at the top of the form. This includes the name of the entity or individual filing the form, phone number, address, and email.
2. Provide the EIN (Employer Identification Number) or TIN (Taxpayer Identification Number) of the filer in the appropriate box. If multiple EINs or TINs are involved, use an attachment to list them.
3. Specify the date of the corporate action that gave rise to the need for filing form 8937. This could be the date of a merger, acquisition, or similar event.
4. Include a brief description of the corporate action in question. This should provide enough information to understand the nature of the transaction that triggered the filing of form 8937.
5. Identify whether the transaction results in an exchange, redemption, or cancellation of the securities involved. Check the appropriate box(es) provided on the form.
6. Enter the name and contact information of the responsible party for the filing. This person should be knowledgeable about the transaction and able to answer questions if necessary.
7. Attach any additional supporting documentation required by the IRS. This may include copies of agreements, contracts, or other relevant materials.

Who needs form 8937 rev december:

1. Corporations or entities that have undergone corporate actions such as mergers, acquisitions, or similar transactions may need to file form 8937 to report the tax implications of those actions to the IRS.
2. Shareholders or investors who received securities as a result of these corporate actions may also need the information provided on form 8937 to accurately report their own taxes.
3. Tax professionals or accountants assisting corporations or individuals involved in corporate actions should be familiar with form 8937 and its requirements to properly advise their clients.

Note: It is always recommended to consult with a tax professional or refer to the official IRS instructions for form 8937 to ensure accurate and compliant completion of the form.

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What is form 8937 rev december?

Form 8937 rev December is used to report organizational actions that affect the basis of securities.

Who is required to file form 8937 rev december?

Issuers of securities are required to file form 8937 rev December.

How to fill out form 8937 rev december?

Form 8937 rev December should be filled out with accurate information regarding the organizational action and its impact on the basis of securities.

What is the purpose of form 8937 rev december?

The purpose of form 8937 rev December is to report any organizational actions that may affect the basis of securities.

What information must be reported on form 8937 rev december?

Form 8937 rev December should include details of the organizational action, the impact on the basis of securities, and any other relevant information.