Get the free Form 8937

This form is used to report organizational actions affecting the tax basis of securities. In this case, it documents nondividend cash distributions made to common shareholders by Global Net Lease, Inc., and provides details about the effect of these distributions on the shareholders\' tax basis and reporting requirements.

How to fill out form 8937

How to fill out form 8937

1. Obtain IRS Form 8937 from the IRS website.
2. Identify the reporting entity and provide its name, address, and tax identification number.
3. Fill out Part 1 by entering the name of the security, the CUSIP number, and the type of organizational action.
4. Complete Part 2 by detailing the date of the organizational action and any relevant information regarding the shareholders.
5. In Part 3, report the information on gains or losses, including any relevant calculations.
6. Review all entered information for accuracy.
7. Sign and date the form as the authorized representative of the reporting entity.
8. Submit the completed Form 8937 to the IRS and provide copies to shareholders as required.

Who needs form 8937?

1. Form 8937 is required by entities that have implemented an organizational action that affects the tax basis of their securities, typically corporations or partnerships.
2. It is also needed by those who are involved in corporate actions such as stock splits, mergers, or dividends that alter the tax basis of securities for shareholders.

For pdfFiller’s FAQs

Can I create an electronic signature for the form 8937 in Chrome?

You can. With pdfFiller, you get a strong e-signature solution built right into your Chrome browser. Using our addon, you may produce a legally enforceable eSignature by typing, sketching, or photographing it. Choose your preferred method and eSign in minutes.

Can I create an eSignature for the form 8937 in Gmail?

You may quickly make your eSignature using pdfFiller and then eSign your form 8937 right from your mailbox using pdfFiller's Gmail add-on. Please keep in mind that in order to preserve your signatures and signed papers, you must first create an account.

How do I complete form 8937 on an Android device?

Complete form 8937 and other documents on your Android device with the pdfFiller app. The software allows you to modify information, eSign, annotate, and share files. You may view your papers from anywhere with an internet connection.

What is form 8937?

Form 8937 is a tax form used by corporations and certain other entities to report the organizational actions that affect the ownership of their securities.

Who is required to file form 8937?

Entities that have organizational actions that affect their securities, such as corporations and certain partnerships, are required to file Form 8937.

How to fill out form 8937?

To fill out Form 8937, you need to provide information about the organizational action, including the date of the action, the type of action, and any applicable tax consequences. Follow the instructions provided by the IRS for detailed guidance.

What is the purpose of form 8937?

The purpose of Form 8937 is to inform the IRS and security holders about organizational actions that could affect their tax liabilities, helping to ensure accurate reporting of gains and losses.

What information must be reported on form 8937?

Form 8937 must report the identity of the issuing entity, details of the organizational action, the date of the action, and the effects on the security holders, including stock splits or distributions.