Get the free Form 8937

This document is a report by Archrock, Inc. regarding organizational actions affecting the basis of securities, specifically detailing cash distributions made per share to common shareholders in 2023. It outlines the amount distributed and the classification of these distributions as non-dividend distributions, impacting the capital gains tax for shareholders.

How to fill out form 8937

How to fill out form 8937

1. Obtain Form 8937 from the IRS website or through tax software.
2. Fill out the name of the entity reporting the organizational action in Part I.
3. Provide the date of the organizational action and the date the shareholder or bondholder received a payment.
4. Specify the type of organizational action in the relevant box.
5. Report the number of shares or bonds affected by the action.
6. Provide the per-share or per-bond amount in the appropriate section.
7. Include any applicable adjustments that might affect the tax basis.
8. Sign and date the form certifying that the information is accurate.
9. Submit Form 8937 to the IRS and provide copies to shareholders or bondholders, as required.

Who needs form 8937?

1. Form 8937 is needed by corporations, partnerships, or other entities that execute an organizational action affecting the tax basis of their securities, such as a stock split, merger, or dividend.

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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 their securities.

Who is required to file form 8937?

Entities that partake in organizational actions affecting the basis of their securities, such as corporations and partnerships, are required to file Form 8937.

How to fill out form 8937?

To fill out Form 8937, providers must complete the sections identifying the corporation, describe the organizational actions taken, and provide the relevant details about how these actions affect the tax basis of the securities.

What is the purpose of form 8937?

The purpose of Form 8937 is to inform shareholders and the IRS about corporate actions that affect the tax basis of securities, ensuring proper reporting and compliance with tax laws.

What information must be reported on form 8937?

Information required on Form 8937 includes the name and EIN of the corporation, a description of the organizational actions, the dates of these actions, and how they affect the basis of the securities.