Get the free Form 8937

This document reports the organizational actions of NexPoint Residential Trust, Inc. regarding non-dividend distributions paid to its shareholders in the calendar year 2021. It includes details on the tax implications related to these distributions and adjustments to shareholders\' tax basis.

How to fill out form 8937

How to fill out form 8937

1. Gather the necessary information, including the name of the issuer, the applicable tax year, and details of the securities.
2. Complete Part 1 of Form 8937 by providing the issuer's information and the type of distribution.
3. Fill out Part 2, which involves detailing how the distribution affects the tax basis of the securities.
4. Complete Part 3 by explaining the rationale behind the tax treatment of the distribution.
5. Review the completed form for accuracy and compliance with IRS guidelines.
6. Submit Form 8937 to the IRS and furnish copies to the affected shareholders or security holders.

Who needs form 8937?

1. Corporations or entities that have made distributions to holders of stock or securities.
2. Organizations that need to report a return of capital or any other tax-related information affecting the tax basis of securities.
3. Taxpayers who need to report the adjustments for tax purposes related to any payments or distributions received.

For pdfFiller’s FAQs

How can I edit form 8937 from Google Drive?

Simplify your document workflows and create fillable forms right in Google Drive by integrating pdfFiller with Google Docs. The integration will allow you to create, modify, and eSign documents, including form 8937, without leaving Google Drive. Add pdfFiller’s functionalities to Google Drive and manage your paperwork more efficiently on any internet-connected device.

How do I complete form 8937 online?

pdfFiller has made it easy to fill out and sign form 8937. You can use the solution to change and move PDF content, add fields that can be filled in, and sign the document electronically. Start a free trial of pdfFiller, the best tool for editing and filling in documents.

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.

What is form 8937?

Form 8937 is the Report of Organizational Actions Affecting Basis of Securities, used by corporations and other organizations to report actions that affect the basis of their securities.

Who is required to file form 8937?

Entities such as corporations, partnerships, and certain financial institutions that undertake organizational actions affecting the tax basis of their securities are required to file Form 8937.

How to fill out form 8937?

To fill out Form 8937, you need to provide information about the organizational action, including the date, nature of the action, and the impact on the basis of the securities, along with any additional information required in the form's fields.

What is the purpose of form 8937?

The purpose of Form 8937 is to provide information to shareholders and the IRS about organizational actions that could affect the basis of their securities, ensuring transparency and compliance with tax regulations.

What information must be reported on form 8937?

Form 8937 must report the type of organizational action, date of the action, a description of the securities, how the action affects the basis, and any relevant instructional information for the recipients.