Get the free Form 8937

This form is used to report organizational actions that affect the basis of securities for tax purposes. Specifically, it details distributions paid by CMS Energy Corporation to its shareholders, stating the classification of these payments as a return of capital rather than dividends based on estimated earnings and profits.

How to fill out form 8937

How to fill out form 8937

1. Obtain Form 8937 from the IRS website.
2. Fill in the name of the corporation or partnership in the top section.
3. Enter the Employer Identification Number (EIN).
4. Provide the number of shares or units that were reorganized.
5. Indicate the date(s) of the organizational action.
6. Specify the type of organizational action (e.g., stock split, merger).
7. Complete Parts I and II of the form, detailing the adjustments to basis.
8. Sign and date the form to certify its accuracy.
9. Submit the completed form to the relevant parties as required.

Who needs form 8937?

1. Corporations and partnerships that undergo an organizational action affecting the tax basis of their securities.
2. Shareholders who need to report adjustments to the basis for tax purposes.

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What is form 8937?

Form 8937 is a tax form used to report organizational actions that affect the basis of securities. It is particularly used to report events like stock splits, stock dividends, and other types of corporate reorganizations.

Who is required to file form 8937?

Corporations and other organizations are required to file Form 8937 when they undergo an organizational action that affects the basis of securities held by investors.

How to fill out form 8937?

Form 8937 can be filled out by following the IRS instructions that accompany the form. It requires detailing the type of organizational action, the date of the action, and the specifics of how the action affects the securities' basis.

What is the purpose of form 8937?

The purpose of Form 8937 is to inform taxpayers about organizational actions that could affect the tax treatment of their investments, particularly in terms of the cost basis of securities.

What information must be reported on form 8937?

Form 8937 must report the type of organizational action, the effective date, the description of the securities, the amounts involved, and any potential changes to the basis of the securities.