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8937Report of Organizational Actions Affecting Basis of SecuritiesForm (December 2017) Department of the Treasury Internal Revenue Serviceman See separate instructions. Reporting Issuer1 Issuer\'s
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How to fill out 2017 form 8937

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How to fill out 2017 form 8937

01
Obtain a copy of form 8937 from the IRS website.
02
Enter the name of the issuer and the issuer’s employer identification number at the top of the form.
03
Fill in the date the form was executed and the total number of outstanding shares of stock.
04
Provide the details of the organizational action that triggered the need to file form 8937.
05
Complete all other required information on the form, including contact information and signature.
06
Submit the completed form to the IRS according to the instructions provided.

Who needs 2017 form 8937?

01
Issuers of stock that have undergone an organizational action requiring disclosure to the IRS
02
Parties responsible for reporting the organizational action to the IRS
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Form 8937 is a tax form used to report organizational actions that affect the basis of securities, such as corporate acquisitions or spin-offs.
Companies that are involved in certain organizational actions that affect the tax basis of securities are required to file form 8937.
Form 8937 should be filled out by providing information about the organizational action, including the date of the action, the description of the action, and the impact on the tax basis of the securities.
The purpose of form 8937 is to report certain organizational actions that affect the basis of securities to the IRS.
Information such as the date of the organizational action, a description of the action, and the impact on the tax basis of the securities must be reported on form 8937.
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