Get the free Form 8937 (Rev. December 2011) - SunAmerica Mutual Funds
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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
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How to fill out form 8937 rev december
How to fill out form 8937 rev December:
01
Start by obtaining the correct version of form 8937. It is important to use the most recent revision, which is rev December.
02
Begin by entering the name of the corporation or organization for which the form is being filed in the "Name of the Issuer" field.
03
Fill in the address of the corporation or organization in the "Address (Number, Street, and Room of Suite No.)" field.
04
Provide the city, state, and ZIP code in the corresponding fields.
05
Next, enter the date of the initial organization action or transaction described in the form in the "Date of the Action Being Reported" field.
06
Specify the type of organization action or transaction being reported by selecting the appropriate option from the drop-down menu in the "Type of Action Being Reported" field.
07
Describe the organization action or transaction in detail in the "Description of Action Being Reported" field.
08
Enter the total number of shares outstanding immediately before the action or transaction in the "Total Number of Outstanding Shares Immediately Before the Action Being Reported" field.
09
Specify the fair market value of the shares immediately before the action or transaction in the "Fair Market Value of the Shares Immediately Before the Action Being Reported" field.
10
Provide the date on which the fair market value of the shares in Step 9 was determined in the "Date of the Determination of FMV of Shares in Action Being Reported" field.
11
Calculate the per-share fair market value of the shares immediately before the action or transaction by dividing the value in Step 9 by the value in Step 8. Enter this value in the "Per-Share Fair Market Value of Shares Immediately Before the Action Being Reported" field.
12
Report any other information relevant to the actions or transactions being reported in the "Additional Information" field.
13
Finally, sign and date the form in the designated fields to certify the accuracy of the information provided.
Who needs form 8937 rev December:
01
Corporations or organizations that have undergone an organization action or transaction defined in the form instructions, such as a merger, consolidation, or acquisition, need to file form 8937.
02
It is necessary for such corporations or organizations to fill out and submit form 8937 to report the details of the action or transaction to the Internal Revenue Service (IRS) and the involved shareholders.
03
Form 8937 is particularly required for organizations that issue stock or securities to their shareholders, as it helps ensure compliance with tax laws and regulations.
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What is form 8937 rev december?
Form 8937 rev december is used to report organizational actions that affect the tax basis of a specified security.
Who is required to file form 8937 rev december?
Issuers of specified 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 the relevant information regarding the organizational action and its impact on the tax basis of the specified security.
What is the purpose of form 8937 rev december?
The purpose of form 8937 rev december is to provide the IRS with information on organizational actions that affect the tax basis of specified securities.
What information must be reported on form 8937 rev december?
Form 8937 rev december requires information such as the name of the issuer, the CUSIP number of the security, the date of the organizational action, and the impact on the tax basis of the security.
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