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This document reports an organizational action by CMS Energy Corporation regarding a quarterly distribution paid to its shareholders on July 15, 2023. The distribution is classified as a return of capital for tax purposes, based on CMS\'s actual earnings and profits for the 2023 tax year.
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How to fill out form 8937
How to fill out form 8937
01
Download Form 8937 from the IRS website.
02
Complete the identification section, including the name, address, and EIN of the entity filing the form.
03
Indicate the type of organizational event on the form.
04
Provide details of the event such as dates and description.
05
Fill in the appropriate boxes regarding the adjustment of basis and the amount distributed per share.
06
Include the number of shares affected by the event.
07
Sign and date the form at the bottom.
08
Submit the completed form to the IRS and provide a copy to shareholders.
Who needs form 8937?
01
Form 8937 is required by organizations that have undergone an organizational action affecting the basis of their securities, such as stock reorganizations or mergers.
02
Entities that need to report changes in the tax basis of securities to their shareholders must fill out this form.
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What is form 8937?
Form 8937 is a tax form used by corporations to report organizational actions that affect the tax attributes of their securities.
Who is required to file form 8937?
Any corporation or partnership that undertakes an organizational action that affects the tax attributes of its securities is required to file Form 8937.
How to fill out form 8937?
To fill out Form 8937, you must provide information about the organizational action, including the type of action, the date it occurred, and how it affects the tax attributes of the securities.
What is the purpose of form 8937?
The purpose of Form 8937 is to provide information to the IRS and shareholders about the tax consequences of specific organizational actions.
What information must be reported on form 8937?
Form 8937 must report the type of organizational action, the date of the action, the relevant tax attributes affected, and any relevant adjustments to the securities value.
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