Get the free Form 8937

This document reports the organizational actions taken by NEXPOINT REAL ESTATE FINANCE, INC. in the calendar year 2021, detailing distribution payments to shareholders, including the portion that is non-taxable return of capital. It outlines the impact on the tax basis of securities held by U.S. taxpayers and includes necessary calculations and instructions as per IRS guidelines.

How to fill out form 8937

How to fill out form 8937

1. Obtain a copy of Form 8937 from the IRS website.
2. Fill out the identifying information section, including your name and taxpayer identification number.
3. Complete Part I by providing the issuer's name, address, and tax ID number.
4. In Part II, indicate the type of organizational action and the date on which it occurred.
5. Detail the number of shares or units involved in the transaction in Part III.
6. Calculate and report the fair market value of the stock or units in Part IV.
7. Review the entire form for accuracy and completeness.
8. Sign the form and date it before submission.

Who needs form 8937?

1. Corporations that make organizational actions affecting their stock.
2. Financial institutions that report information related to reorganizations or distributions.
3. Shareholders who receive relevant information regarding the tax implications of corporate actions.

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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 securities.

Who is required to file form 8937?

Corporations, partnerships, or other entities that have made an organizational action affecting the basis of their securities or those of their shareholders are required to file Form 8937.

How to fill out form 8937?

To fill out Form 8937, provide details about the organizational action, specify the securities affected, and report the impact on the tax basis for shareholders, including dates, amounts, and descriptions.

What is the purpose of form 8937?

The purpose of Form 8937 is to inform shareholders about changes affecting the tax basis of their securities due to organizational actions, ensuring proper reporting of those changes on their tax returns.

What information must be reported on form 8937?

Form 8937 requires information such as the type of organizational action, the date of the action, the securities affected, the impact of the action on the basis of those securities, and any other relevant details.