Get the free Form 8937
Show details
This report details the organizational actions affecting tax basis after the merger of Vine Energy Inc. and Chesapeake Energy Corporation on November 1, 2021.
We are not affiliated with any brand or entity on this form
Get, Create, Make and Sign form 8937
Edit your form 8937 form online
Type text, complete fillable fields, insert images, highlight or blackout data for discretion, add comments, and more.
Add your legally-binding signature
Draw or type your signature, upload a signature image, or capture it with your digital camera.
Share your form instantly
Email, fax, or share your form 8937 form via URL. You can also download, print, or export forms to your preferred cloud storage service.
How to edit form 8937 online
To use the services of a skilled PDF editor, follow these steps below:
1
Check your account. In case you're new, it's time to start your free trial.
2
Prepare a file. Use the Add New button to start a new project. Then, using your device, upload your file to the system by importing it from internal mail, the cloud, or adding its URL.
3
Edit form 8937. Add and change text, add new objects, move pages, add watermarks and page numbers, and more. Then click Done when you're done editing and go to the Documents tab to merge or split the file. If you want to lock or unlock the file, click the lock or unlock button.
4
Save your file. Choose it from the list of records. Then, shift the pointer to the right toolbar and select one of the several exporting methods: save it in multiple formats, download it as a PDF, email it, or save it to the cloud.
It's easier to work with documents with pdfFiller than you can have ever thought. You can sign up for an account to see for yourself.
Uncompromising security for your PDF editing and eSignature needs
Your private information is safe with pdfFiller. We employ end-to-end encryption, secure cloud storage, and advanced access control to protect your documents and maintain regulatory compliance.
How to fill out form 8937
How to fill out form 8937
01
Download Form 8937 from the IRS website.
02
Fill in the name of the entity that made the change in capital structure.
03
Provide the employer identification number (EIN) of the entity.
04
Specify the type of report by checking the appropriate box.
05
Complete the details for the event, including the date of the event and a description.
06
Fill in the details of the security, including the name of the security and the affected shareholders.
07
Calculate and provide information on the change in basis to shareholders.
08
Sign and date the form before submission.
09
Send the completed form to the IRS and provide a copy to the affected shareholders.
Who needs form 8937?
01
Corporations or entities that undergo changes in capital structure, such as stock splits or reorganizations.
02
Entities required to inform shareholders about tax implications related to those changes.
03
Tax-exempt organizations involved in certain transactions affecting their shareholders.
Fill
form
: Try Risk Free
For pdfFiller’s FAQs
Below is a list of the most common customer questions. If you can’t find an answer to your question, please don’t hesitate to reach out to us.
How can I modify form 8937 without leaving Google Drive?
Simplify your document workflows and create fillable forms right in Google Drive by integrating pdfFiller with Google Docs. The integration will allow you to create, modify, and eSign documents, including form 8937, without leaving Google Drive. Add pdfFiller’s functionalities to Google Drive and manage your paperwork more efficiently on any internet-connected device.
How can I edit form 8937 on a smartphone?
The best way to make changes to documents on a mobile device is to use pdfFiller's apps for iOS and Android. You may get them from the Apple Store and Google Play. Learn more about the apps here. To start editing form 8937, you need to install and log in to the app.
How do I fill out form 8937 using my mobile device?
You can easily create and fill out legal forms with the help of the pdfFiller mobile app. Complete and sign form 8937 and other documents on your mobile device using the application. Visit pdfFiller’s webpage to learn more about the functionalities of the PDF editor.
What is form 8937?
Form 8937 is the Report of Organizational Actions Affecting Basis of Securities, which is used by corporations and other entities to report organizational actions that affect the tax basis of their securities.
Who is required to file form 8937?
Entities such as corporations and partnerships that have undergone organizational actions that affect the basis of their securities are required to file Form 8937.
How to fill out form 8937?
To fill out Form 8937, provide the entity's information, describe the organizational action, outline the financial impact of the action, and include details on the securities affected, ensuring compliance with IRS guidelines.
What is the purpose of form 8937?
The purpose of Form 8937 is to inform shareholders and the IRS about organizational actions that may impact the tax treatment and basis of securities owned by shareholders.
What information must be reported on form 8937?
Form 8937 must report the type of organizational action, the effective date, a description of the action, and the impact on the securities, including any tax implications.
Fill out your form 8937 online with pdfFiller!
pdfFiller is an end-to-end solution for managing, creating, and editing documents and forms in the cloud. Save time and hassle by preparing your tax forms online.
Form 8937 is not the form you're looking for?Search for another form here.
Relevant keywords
Related Forms
If you believe that this page should be taken down, please follow our DMCA take down process
here
.
This form may include fields for payment information. Data entered in these fields is not covered by PCI DSS compliance.
