Get the free IRS Form 8937 - Stock and Filings - FB Financial - First Bank
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8937Report of Organizational Actions Affecting Basis of SecuritiesForm (December 2011) Department of the Treasury Internal Revenue ServicePart Ia SeeOMB No. 15452224separate instructions.Reporting
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How to fill out irs form 8937
How to fill out irs form 8937
01
Obtain IRS Form 8937 from the IRS website or your tax professional.
02
Fill out Part I by entering the name of the entity that made the distribution.
03
Provide the entity's Employer Identification Number (EIN) in Part I.
04
Input the year of the distribution in Part II.
05
In Part III, describe the organizational actions taken (e.g., stock split, merger) that resulted in the need for this form.
06
Detail the dates of the organizational action in Part IV.
07
Provide the number of shares or affected units in Part V.
08
Sign and date the form at the bottom before submitting.
Who needs irs form 8937?
01
Entities that have undergone organizational actions that results in a change to their securities, such as corporations, partnerships, or trusts, need IRS Form 8937.
02
Investors who received distributions from such entities may also need this form for reporting purposes.
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What is irs form 8937?
IRS Form 8937 is used to report organizational actions that affect the basis of securities held by shareholders or other security holders.
Who is required to file irs form 8937?
Entities that take certain organizational actions, such as mergers, acquisitions, and stock splits, are required to file IRS Form 8937.
How to fill out irs form 8937?
To fill out IRS Form 8937, you need to provide details about the organizational action, including the type of action, its effective date, and the tax implications for shareholders.
What is the purpose of irs form 8937?
The purpose of IRS Form 8937 is to provide investors and the IRS with information regarding organizational actions that impact the tax basis of securities.
What information must be reported on irs form 8937?
The information required includes the name of the corporation, the type of organizational action, the date of the action, and how it affects the securities' basis.
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