Get the free Form 8937

This document reports the organizational actions affecting the basis of securities for Loomis Sayles Multi-Asset Income Fund, including the non-taxable return of capital to shareholders. It details the adjustments per share related to the action and the taxable implications based on Internal Revenue Code sections.

How to fill out form 8937

How to fill out form 8937

1. Obtain Form 8937 from the IRS website or your tax professional.
2. Fill out Part I with the reporting company’s name, address, and Employer Identification Number (EIN).
3. Complete Part II by providing the date of the organizational action and a description of the action.
4. Fill out Part III with the stock information including the number of shares exchanged and the fair market value.
5. If applicable, complete Part IV with details about any tax consequences affecting shareholders.
6. Review the completed form for accuracy and completeness.
7. Sign and date the form in the designated area.
8. Submit the form to the IRS and provide copies to shareholders as required.

Who needs form 8937?

1. Any corporation or partnership that undergoes organizational actions affecting equity ownership or distributions.
2. Shareholders who need to report the effects of these actions on their tax returns.

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What is form 8937?

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

Who is required to file form 8937?

Corporations, partnerships, and other entities that undergo organizational actions affecting the basis of their securities are required to file Form 8937.

How to fill out form 8937?

Form 8937 is filled out by providing detailed information on the organizational action, such as type, date, affected securities, and the impact on the basis of those securities. Specific instructions are provided on the form itself.

What is the purpose of form 8937?

The purpose of Form 8937 is to inform taxpayers and the IRS about organizational actions that may affect the tax basis of securities and provide necessary information for tax reporting.

What information must be reported on form 8937?

Form 8937 requires reporting the type of organizational action, date of action, description of the securities affected, and adjustments to the basis of the securities.