Get the free Form 8937

This form is used by American Eagle Outfitters, Inc. to report an organizational action that affects the basis of its securities following a cash dividend issued to shareholders and the subsequent adjustment to the conversion rate of its Convertible Senior Notes. The document includes details about the issuer, actions taken, the impact on shareholders, and the tax implications as per the Internal Revenue Code.

How to fill out form 8937

How to fill out form 8937

1. Obtain Form 8937 from the IRS website or other sources.
2. Fill in the name of the entity required to file the form at the top of the page.
3. Enter the tax year for which the form is being filed.
4. Provide information about the corporation or entity involved, including its name, address, and employer identification number (EIN).
5. Complete Section A with details on the reorganization or restructuring of the entity, including the type of event and the date.
6. Fill out Section B with information about the security or debt instruments issued by the company.
7. In Section C, indicate the distribution made to shareholders or security holders as part of the transaction.
8. Review the form for accuracy and completeness.
9. Sign and date the form as the authorized agent of the entity responsible for filing.
10. Submit the completed Form 8937 to the IRS and provide copies to affected shareholders or security holders.

Who needs form 8937?

1. Corporations or entities that undergo a reorganization, restructuring, or similar event that affects their stock or debt instruments.
2. Entities that must report the tax implications of certain transactions to the IRS and their shareholders.
3. Any business that needs to inform stakeholders about significant changes in securities, including mergers, acquisitions, or stock splits.

For pdfFiller’s FAQs

How can I manage my form 8937 directly from Gmail?

You may use pdfFiller's Gmail add-on to change, fill out, and eSign your form 8937 as well as other documents directly in your inbox by using the pdfFiller add-on for Gmail. pdfFiller for Gmail may be found on the Google Workspace Marketplace. Use the time you would have spent dealing with your papers and eSignatures for more vital tasks instead.

How do I fill out the form 8937 form on my smartphone?

Use the pdfFiller mobile app to complete and sign form 8937 on your mobile device. Visit our web page (https://edit-pdf-ios-android.pdffiller.com/) to learn more about our mobile applications, the capabilities you’ll have access to, and the steps to take to get up and running.

How do I edit form 8937 on an iOS device?

Use the pdfFiller mobile app to create, edit, and share form 8937 from your iOS device. Install it from the Apple Store in seconds. You can benefit from a free trial and choose a subscription that suits your needs.

What is form 8937?

Form 8937 is the 'Report of Organizational Actions Affecting Basis of Securities'. It is used by corporations and other entities to report organizational actions that may affect the basis of their securities.

Who is required to file form 8937?

Entities such as corporations, partnerships, estates, or trusts that undertake organizational actions impacting the basis of their securities are required to file Form 8937.

How to fill out form 8937?

To fill out Form 8937, entities must provide details about the specific organizational actions, including the date of action, the nature of the action, and the impact on the basis of the affected securities. Guidelines and instructions are available on the IRS website.

What is the purpose of form 8937?

The purpose of Form 8937 is to inform both the IRS and security holders about changes in the tax basis of securities due to organizational actions, helping ensure compliance with tax reporting requirements.

What information must be reported on form 8937?

Form 8937 must report the date of the organizational action, the type of action, the effect of that action on the basis of securities, and other relevant details as required by the IRS.