Get the free Form 8937

This document reports the organizational actions affecting the basis of securities as a result of the merger between Middlefield Banc Corp and Liberty Bank. It includes details on the exchange of common stock, tax implications for shareholders, and adjustments to basis calculation for the exchanged securities.

How to fill out form 8937

How to fill out form 8937

1. Obtain Form 8937, the Report of Organizational Actions Affecting Basis of Securities, from the IRS website or a tax professional.
2. Fill in the name of the corporation or entity issuing the securities in the first box.
3. Enter the Employer Identification Number (EIN) of the entity in the appropriate box.
4. Provide the date of the organizational action or event that triggers the reporting requirement.
5. Indicate the type of action (e.g., stock split, merger, etc.) in the next section.
6. Detail the applicable changes in the basis of the securities involved in the organizational action.
7. Complete sections regarding the number of shareholders affected and provide additional explanations if necessary.
8. Review the form for accuracy and completeness.
9. Sign and date the form before submission.

Who needs form 8937?

1. Corporations or entities that have undergone organizational actions affecting the basis of their securities need Form 8937.
2. Shareholders who need to report changes in their basis due to corporate actions may require information from Form 8937.
3. Tax professionals assisting clients with tax reporting related to organizational actions may also need this form for accurate filing.

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What is form 8937?

Form 8937 is a form used by corporations and partnerships to report organizational actions that affect the basis of their securities, such as stock splits, dividends, and other tax-related actions.

Who is required to file form 8937?

Entities that take organizational actions that affect the basis of their securities must file Form 8937. This includes corporations, partnerships, and other organizations.

How to fill out form 8937?

To fill out Form 8937, report the organizational action by providing details about the security, the action taken, the date of the action, and the effect on the basis of the securities. Follow the instructions provided in the form.

What is the purpose of form 8937?

The purpose of Form 8937 is to inform shareholders and the IRS about organizational actions that could affect the tax basis of securities, ensuring accurate tax reporting.

What information must be reported on form 8937?

Form 8937 must report information such as the name of the company, the type of organizational action, the date of the action, and the impact on the basis of the securities.