Get the free Form 8937
Show details
This document is a report filed by ONEOK, Inc. with the Internal Revenue Service detailing organizational actions affecting the basis of common stock securities. It includes information on dividend payments, their tax treatment, and adjustments to shareholder basis.
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.
Editing form 8937 online
To use the services of a skilled PDF editor, follow these steps:
1
Check your account. It's time to start your free trial.
2
Prepare a file. Use the Add New button. Then upload your file to the system from your device, importing it from internal mail, the cloud, or by adding its URL.
3
Edit form 8937. Rearrange and rotate pages, add and edit text, and use additional tools. To save changes and return to your Dashboard, click Done. The Documents tab allows you to merge, divide, lock, or unlock files.
4
Get your file. When you find your file in the docs list, click on its name and choose how you want to save it. To get the PDF, you can save it, send an email with it, or move it to the cloud.
pdfFiller makes working with documents easier than you could ever imagine. Register for an account and 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
Obtain Form 8937 from the IRS website or your tax professional.
02
Enter your name and address in the appropriate sections of the form.
03
Provide the issuer's name, address, and TIN (Tax Identification Number).
04
Indicate the tax year for which the information is being reported.
05
Fill in details regarding the financial instrument, including the type and description.
06
Specify the adjustment made to the basis of the financial instrument.
07
Complete the schedule of adjustments and provide any necessary supplementary information.
08
Review the completed form for accuracy before submission.
09
Submit Form 8937 to the IRS and any required parties.
Who needs form 8937?
01
Entities or individuals who engage in exchange transactions of stock or other financial instruments.
02
Corporations and partnerships that make adjustments to the basis of securities.
03
Financial institutions that help customers with the calculation of basis adjustments on securities.
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 do I modify my form 8937 in Gmail?
You can use pdfFiller’s add-on for Gmail in order to modify, fill out, and eSign your form 8937 along with other documents right in your inbox. Find pdfFiller for Gmail in Google Workspace Marketplace. Use time you spend on handling your documents and eSignatures for more important things.
How do I edit form 8937 in Chrome?
form 8937 can be edited, filled out, and signed with the pdfFiller Google Chrome Extension. You can open the editor right from a Google search page with just one click. Fillable documents can be done on any web-connected device without leaving Chrome.
How do I edit form 8937 on an Android device?
You can edit, sign, and distribute form 8937 on your mobile device from anywhere using the pdfFiller mobile app for Android; all you need is an internet connection. Download the app and begin streamlining your document workflow from anywhere.
What is form 8937?
Form 8937 is the Report of Organizational Actions Affecting Basis of Securities, used by corporations and partnerships to report organizational actions that affect the basis of securities.
Who is required to file form 8937?
Companies that undertake organizational actions such as stock reorganizations, mergers, or spin-offs are required to file Form 8937.
How to fill out form 8937?
Form 8937 is filled out by providing details about the organizational action, including the type of action, date of the action, relevant amounts, and tax basis adjustments.
What is the purpose of form 8937?
The purpose of Form 8937 is to inform shareholders about the effects of organizational actions on the basis of their securities for tax purposes.
What information must be reported on form 8937?
Form 8937 requires reporting the date of the action, type of action, description of the security affected, amount of adjustment to basis, and other relevant details.
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.
