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Name: Fillable Online Report of Organizational Actions Affecting Basis of Securities 2017 Fax Email Print - pdfFiller
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This form details the 2023 return of capital distributions made by PREDEX, affecting shareholders\' basis in securities. Essential for tax reporting.

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What is form 8937?

Form 8937 is a reporting form used by corporations and other entities to report organizational actions that affect the basis of securities, including stock splits, mergers, and other corporate actions.

Who is required to file form 8937?

Any entity that engages in an organizational action that could affect the basis of its securities is required to file Form 8937, such as corporations and partnerships.

How to fill out form 8937?

To fill out Form 8937, report details about the organizational action, including the type of action, the date it occurred, and relevant financial information related to the action. Follow the instructions provided by the IRS.

What is the purpose of form 8937?

The purpose of Form 8937 is to provide the IRS and shareholders with the necessary information regarding changes to the stock basis due to organizational actions.

What information must be reported on form 8937?

Form 8937 requires reporting the type of organizational action, the date of the action, the number of shares affected, and any adjustments to the basis of the securities involved.

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