Get the free 8937

This document is a report by UMH Properties, Inc detailing organizational actions that affect the basis of securities held by U.S. taxpayers, specifically relating to cash distributions made to shareholders in excess of current and accumulated earnings and profits.

How to fill out 8937

How to fill out 8937

1. Obtain Form 8937 from the IRS website or a tax professional.
2. Fill in the name of the issuer at the top of the form.
3. Provide the issuer's Employer Identification Number (EIN).
4. Enter the relevant tax year for which you are reporting the organizational action.
5. Describe the type of organizational action that occurred (e.g., stock split, dividend).
6. List the date of the organizational action.
7. Fill in the number of shares affected and the new basis per share.
8. Calculate and provide the total amount of the adjustment.
9. Ensure all required signatures and dates are included.
10. Submit Form 8937 along with your tax return, if necessary.

Who needs 8937?

1. Corporations or partnerships that have undergone an organizational action affecting the basis of their stock.
2. Shareholders who need to report adjustments to their stock basis due to specific corporate actions.
3. Tax professionals assisting clients with reporting basis adjustments related to organizational actions.

For pdfFiller’s FAQs

How can I manage my 8937 directly from Gmail?

You may use pdfFiller's Gmail add-on to change, fill out, and eSign your 8937 as well as other documents directly in your inbox by using the pdfFiller add-on for Gmail. pdfFiller for Gmail may be found on the Google Workspace Marketplace. Use the time you would have spent dealing with your papers and eSignatures for more vital tasks instead.

How do I edit 8937 online?

pdfFiller allows you to edit not only the content of your files, but also the quantity and sequence of the pages. Upload your 8937 to the editor and make adjustments in a matter of seconds. Text in PDFs may be blacked out, typed in, and erased using the editor. You may also include photos, sticky notes, and text boxes, among other things.

Can I create an electronic signature for signing my 8937 in Gmail?

With pdfFiller's add-on, you may upload, type, or draw a signature in Gmail. You can eSign your 8937 and other papers directly in your mailbox with pdfFiller. To preserve signed papers and your personal signatures, create an account.

What is 8937?

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

Who is required to file 8937?

Organizations that take an action affecting the tax basis of their securities, such as stock splits, mergers, or distributions are required to file Form 8937.

How to fill out 8937?

To fill out Form 8937, organizations must provide information regarding the type of organizational action, the effective date, and details required to calculate the adjusted basis of the securities.

What is the purpose of 8937?

The purpose of Form 8937 is to inform the Internal Revenue Service (IRS) and shareholders of changes in the basis of securities due to organizational actions, ensuring accurate tax reporting.

What information must be reported on 8937?

Form 8937 requires reporting the name of the organization, the type of organizational action, the date of action, a description of the securities affected, and the new basis per share after the action.