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This form is used to report organizational actions that affect the basis of securities held by U.S. taxpayers. It includes details on cash distributions, adjustments to the basis of units, and relevant tax implications under the Internal Revenue Code.

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How to fill out form 8937

01

Obtain Form 8937 from the IRS website or your tax advisor.

02

Fill in the name and address of the entity making the distribution.

03

Provide the Employer Identification Number (EIN) of the entity.

04

Indicate the type of entity (e.g., corporation, partnership).

05

Complete Part I by entering the relevant information about the distribution.

06

Fill out Part II with details regarding the transfer of cash or property.

07

Include data for each recipient of the distribution including their name, address, and taxpayer identification number.

08

Provide the details of the distribution separately for each recipient.

09

Sign and date the form before submission.

10

Submit the form to the IRS and provide copies to the affected shareholders.

Who needs form 8937?

01

Form 8937 is required by organizations that make a tax-free return of capital to shareholders, or distributions that need to be reported to recipients for tax purposes.

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What is form 8937?

Form 8937 is a tax form used by corporations and other entities to report organizational actions that affect the basis of securities, such as stock splits, mergers, and other actions that impact shareholders.

Who is required to file form 8937?

Any corporation or regulated investment company that has undergone an organizational action affecting the basis of its securities must file Form 8937.

How to fill out form 8937?

To fill out Form 8937, you need to provide details regarding the organizational action, including the date, type of action, affected securities, and how the action impacts shareholder basis. Accurate calculations and supporting documentation should also be attached.

What is the purpose of form 8937?

The purpose of Form 8937 is to inform shareholders and the IRS about changes to the basis of securities due to organizational actions, ensuring proper reporting for tax purposes.

What information must be reported on form 8937?

Form 8937 must report details such as the type of organizational action, the date of the action, the security affected, the change in basis, and any other relevant information that could impact shareholders' tax liabilities.

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