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Heidi WeilerVice President Corporate Financial Strategy4/10/24 Brendan Reilly KPMG LLP 4200 Wells Fargo Ctr., 90 S. 7th St., Minneapolis, MN 55402P01780226 135565207 6123055000H.B. Fuller Company
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How to fill out form 8937 - signed

01
Obtain a copy of Form 8937 from the IRS website or a tax professional.
02
Provide the name of the issuer of the security in the top section of the form.
03
Fill out the taxpayer identification number (TIN) of the issuer.
04
Indicate the security type and describe the action that triggered the need for the form.
05
Complete the relevant dates, including the event date and the payment date.
06
Calculate the amounts related to the organizational action and record them accurately.
07
Sign and date the form after ensuring all information is complete and accurate.

Who needs form 8937 - signed?

01
Corporations, partnerships, and other businesses that have engaged in certain organizational actions affecting securities.
02
Entities that are required to report changes in the ownership of their securities as mandated by the IRS.
03
Broker-dealers or other parties that distribute forms to shareholders due to corporate actions such as mergers or stock splits.
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Form 8937 is a tax form used by corporations to report a organizational action that affects the tax attributes of securities. It is typically used to inform the IRS and investors about adjustments to the tax basis of securities.
Corporations, partnerships, and other entities that undertake certain organizational actions, affecting the tax treatment of securities, are required to file Form 8937.
To fill out Form 8937, entities must provide information regarding the organizational action, such as the date of the action, the details of the security, and the adjustments to the tax attributes. This includes reporting any changes in the tax basis, capital gains, and losses.
The purpose of Form 8937 is to provide clear information about corporate actions to shareholders and the IRS, ensuring proper reporting of the tax implications associated with events like stock splits, mergers, or dividends.
Form 8937 must report the type of organizational action, the date of the action, the relevant securities involved, the changes to the tax attributes, and a detailed description of the action taken.
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