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8937Report of Organizational Actions Affecting Basis of SecuritiesForm (December 2017) Department of the Treasury Internal Revenue Serviceman BOMB No. 15450123See separate instructions. Reporting

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How to fill out irs-form-8937-corporate-actions-affecting-basis-of

01

Obtain a copy of IRS Form 8937 Corporate Actions Affecting Basis of Securities from the IRS website or your tax professional.

02

Fill out the form with the relevant information regarding the corporate actions that have affected the basis of your securities.

03

Include details such as the name of the security, the CUSIP number, the date of the corporate action, and the adjusted basis of the securities.

04

Submit the completed form to the IRS according to their instructions, usually by mail or electronically.

Who needs irs-form-8937-corporate-actions-affecting-basis-of?

01

Any corporation or entity that has undergone corporate actions that affect the basis of their securities will need IRS Form 8937. This form is required to report the changes in basis to the IRS and ensure accurate tax reporting.

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What is irs-form-8937-corporate-actions-affecting-basis-of?

It is a form used to report certain corporate actions that affect the basis of stock.

Who is required to file irs-form-8937-corporate-actions-affecting-basis-of?

Any corporation that undergoes corporate actions affecting basis of stock must file this form.

How to fill out irs-form-8937-corporate-actions-affecting-basis-of?

The form must be filled out with details of the corporate actions and their impact on the basis of stock.

What is the purpose of irs-form-8937-corporate-actions-affecting-basis-of?

The purpose is to provide information to the IRS and shareholders about how corporate actions affect basis of stock.

What information must be reported on irs-form-8937-corporate-actions-affecting-basis-of?

Details of corporate actions, their impact on stock basis, and any other relevant information.

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