Get the free Form 8937

This form reports the organizational actions that affect the basis of securities held by U.S. taxpayers, specifically detailing nontaxable cash distributions made by Outfront Media Inc. The form outlines the amounts distributed per share, the dates of the distributions, and the implications for shareholders regarding their tax basis.

How to fill out form 8937

How to fill out form 8937

1. Obtain a copy of Form 8937 from the IRS website or your tax professional.
2. Enter the name of the entity making the distribution in Part I.
3. Fill in the EIN (Employer Identification Number) of the entity.
4. Provide the contact information of the person filling out the form.
5. In Part II, describe the financial instrument and the type of distribution.
6. Specify the dates of distribution and the number of shares or units involved.
7. In Part III, report the information regarding the amounts paid or received during the distribution.
8. Review the information for accuracy and completeness.
9. Sign and date the form before submission.
10. Submit Form 8937 to the IRS and provide a copy to the shareholders.

Who needs form 8937?

1. Form 8937 is needed by organizations that make a substantial distribution of stock or other financial instruments.
2. It is required for companies that need to report a reduction in the basis of shares or other securities to their investors.
3. Shareholders receiving the form may also need it to adjust their tax basis for their holdings.

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What is form 8937?

Form 8937 is a tax form used to report organizational actions that affect the basis of securities, such as stock splits, mergers, or reorganizations.

Who is required to file form 8937?

Entities such as corporations, partnerships, or other organizations that undertake organizational actions and need to report the tax consequences are required to file Form 8937.

How to fill out form 8937?

To fill out Form 8937, organizations must provide details of the organizational action, including the date, the type of action, and how it affects the basis of the securities.

What is the purpose of form 8937?

The purpose of Form 8937 is to inform shareholders and the IRS about changes to the tax basis of their securities due to organizational actions.

What information must be reported on form 8937?

Form 8937 requires reporting information such as the security name, the date of the organizational action, the type of action, and the impact on the tax basis of the security.