Get the free Form 8937
Show details
This document reports organizational actions that affect the basis of securities, specifically detailing the redemption of shares by National Retail Properties, Inc. on October 5, 2019, including the redemption amount and tax implications for shareholders.
We are not affiliated with any brand or entity on this form
Get, Create, Make and Sign form 8937
Edit your form 8937 form online
Type text, complete fillable fields, insert images, highlight or blackout data for discretion, add comments, and more.
Add your legally-binding signature
Draw or type your signature, upload a signature image, or capture it with your digital camera.
Share your form instantly
Email, fax, or share your form 8937 form via URL. You can also download, print, or export forms to your preferred cloud storage service.
How to edit form 8937 online
Here are the steps you need to follow to get started with our professional PDF editor:
1
Sign into your account. If you don't have a profile yet, click Start Free Trial and sign up for one.
2
Simply add a document. Select Add New from your Dashboard and import a file into the system by uploading it from your device or importing it via the cloud, online, or internal mail. Then click Begin editing.
3
Edit form 8937. Replace text, adding objects, rearranging pages, and more. Then select the Documents tab to combine, divide, lock or unlock the file.
4
Save your file. Choose it from the list of records. Then, shift the pointer to the right toolbar and select one of the several exporting methods: save it in multiple formats, download it as a PDF, email it, or save it to the cloud.
With pdfFiller, it's always easy to work with documents. Check it out!
Uncompromising security for your PDF editing and eSignature needs
Your private information is safe with pdfFiller. We employ end-to-end encryption, secure cloud storage, and advanced access control to protect your documents and maintain regulatory compliance.
How to fill out form 8937
How to fill out form 8937
01
Obtain IRS Form 8937 from the IRS website.
02
Fill out the header with your name, address, and the applicable tax year.
03
Complete Part I with details about the entity making the distribution, including name, EIN, and address.
04
In Part II, provide information about the organizational action, including the date and a description of the action.
05
Fill out Part III with the details of the security affected and the number of shares or units involved.
06
Complete Part IV to indicate the consequences of the action, including any adjustments to the basis of securities.
07
Sign and date the form to certify that the information provided is accurate.
08
Submit the completed form to the IRS and provide copies to shareholders as required.
Who needs form 8937?
01
Corporations or partnerships that undertake organizational actions affecting shareholders.
02
Tax-exempt organizations that need to report changes in their capital structure.
03
Entities that must report a taxable event related to securities or financial instruments.
Fill
form
: Try Risk Free
For pdfFiller’s FAQs
Below is a list of the most common customer questions. If you can’t find an answer to your question, please don’t hesitate to reach out to us.
How do I edit form 8937 in Chrome?
Install the pdfFiller Google Chrome Extension in your web browser to begin editing form 8937 and other documents right from a Google search page. When you examine your documents in Chrome, you may make changes to them. With pdfFiller, you can create fillable documents and update existing PDFs from any internet-connected device.
Can I create an electronic signature for signing my form 8937 in Gmail?
With pdfFiller's add-on, you may upload, type, or draw a signature in Gmail. You can eSign your form 8937 and other papers directly in your mailbox with pdfFiller. To preserve signed papers and your personal signatures, create an account.
How do I edit form 8937 on an Android device?
You can make any changes to PDF files, such as form 8937, with the help of the pdfFiller mobile app for Android. Edit, sign, and send documents right from your mobile device. Install the app and streamline your document management wherever you are.
What is form 8937?
Form 8937 is the 'Report of Organizational Actions Affecting Basis of Securities', which is used by corporations and certain other entities to report organizational actions that affect the basis of securities.
Who is required to file form 8937?
Entities like corporations or partnerships that have undertaken organizational actions affecting the basis of securities held by their shareholders or partners are required to file Form 8937.
How to fill out form 8937?
To fill out Form 8937, you must provide information regarding the organizational action, including the date of the action, the type of action, and how it affects the basis of the securities. You also need to include details such as the company's name, EIN, and information relevant to the shareholders.
What is the purpose of form 8937?
The purpose of Form 8937 is to inform the IRS and taxpayers about organizational actions affecting the tax basis of securities, ensuring transparency and accurate reporting of tax liabilities.
What information must be reported on form 8937?
Form 8937 requires reporting the type of organizational action, date of the action, adjustments made to the basis of the securities, and any relevant details concerning shareholders or partners affected by the action.
Fill out your form 8937 online with pdfFiller!
pdfFiller is an end-to-end solution for managing, creating, and editing documents and forms in the cloud. Save time and hassle by preparing your tax forms online.
Form 8937 is not the form you're looking for?Search for another form here.
Relevant keywords
Related Forms
If you believe that this page should be taken down, please follow our DMCA take down process
here
.
This form may include fields for payment information. Data entered in these fields is not covered by PCI DSS compliance.
