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Amended Form 8937 for May 31, 2023 Distribution Form8937Report of Organizational Actions Affecting Basis of Securities(December 2017)Department of the Treasury Internal Revenue ServicePart I 1OMB
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How to fill out amended form 8937 for

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How to fill out amended form 8937 for

01
Obtain a blank Form 8937 from the IRS website.
02
Enter the name of the corporation or partnership in box 1.
03
Fill in the employer identification number (EIN) in box 2.
04
Complete the applicable tax year in box 3.
05
In box 4, provide the date of the organizational action.
06
Describe the organizational action and the reason for the amendment in box 5.
07
Amend any necessary information in box 6 regarding the new adjustments.
08
Adjust the amount in box 7 to reflect the amended figures.
09
Review all information for accuracy and completeness.
10
Sign and date the form before submission.
11
Submit the amended Form 8937 to the IRS and provide copies to affected shareholders.

Who needs amended form 8937 for?

01
Corporations that issued a reportable organizational action that needs correction.
02
Entities that previously filed Form 8937 and need to amend details due to errors or changes.
03
Shareholders who need an accurate record of their tax implications from the organizational action.
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Amended Form 8937 is used to report changes to information that was previously reported regarding organizational actions affecting the tax basis of securities.
Entities such as corporations or partnerships that have made changes to their organizational actions affecting shareholders' tax basis in securities are required to file an amended Form 8937.
To fill out amended Form 8937, you should include the updated information regarding the organizational action, explain the changes made, and provide relevant details such as the tax year and affected securities.
The purpose of amended Form 8937 is to ensure accurate reporting of securities-related changes so that shareholders can correctly determine their tax basis and report any gains or losses.
Amended Form 8937 must report the details of the organizational action, including dates, types of actions taken, share adjustments, and any relevant tax implications.
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Relevant keywords

Form 8937 CMS Energy Corporation organizational actions shareholder distribution return of capital tax basis adjustment federal income tax nontaxable distribution IRS reporting dividend classification

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