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This form is used to report organizational actions that affect the basis of securities for federal income tax purposes. It includes details of the organizational action taken by CMS Energy Corporation, including its distribution on preferred stock, the tax treatment of the distributions, and related tax code sections.
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How to fill out form 8937
How to fill out form 8937
01
Obtain a copy of Form 8937, 'Report of Organizational Actions Affecting Basis of Securities'.
02
Fill in the name of the corporation or entity on line 1.
03
Provide the employer identification number (EIN) on line 2.
04
Indicate the type of organizational action on line 3.
05
Enter the date of the organizational action on line 4.
06
Describe the organizational action in Part II and specify how it affects the tax basis.
07
Provide detailed information about the security affected in Part III.
08
Complete the applicable tables in Part IV, including the relevant financial details.
09
Review the entire form for accuracy and completeness.
10
File the form with the IRS and provide copies to affected security holders.
Who needs form 8937?
01
Corporations that undertake organizational actions that affect the tax basis of their securities.
02
Investors who receive information about organizational actions that impact the basis of their securities.
03
Tax professionals advising clients on the implications of organizational actions.
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What is form 8937?
Form 8937 is the 'Report of Organizational Actions Affecting Basis of Securities' used to report adjustments to the basis of securities due to organizational actions.
Who is required to file form 8937?
Entities such as corporations, partnerships, or trusts that engage in organizational actions affecting the basis of securities are required to file Form 8937.
How to fill out form 8937?
To fill out Form 8937, provide information about the organizational action, including the security description, date of action, and any adjustments to the basis of securities, following the specific instructions on the form.
What is the purpose of form 8937?
The purpose of Form 8937 is to inform the IRS and taxpayers about changes that will affect the basis of their securities due to organizational actions, ensuring accurate reporting for capital gains tax purposes.
What information must be reported on form 8937?
Form 8937 must report details such as the name of the issuer, the CUSIP number, the type of organizational action, the date of the action, and any adjustments to the basis of the security.
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