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This document reports organizational actions affecting the basis of securities, specifically detailing the distribution of preferred stock dividends and their tax implications for shareholders. It provides information on estimated earnings, tax treatments, and guidance for shareholders regarding tax consequences.
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How to fill out form 8937
How to fill out form 8937
01
Obtain Form 8937 from the IRS website or a tax professional.
02
Enter the name of the issuer and its address in Section 1.
03
Provide the contact information of the issuer in Section 1.
04
Fill out the relevant tax year for which the information is being reported.
05
Indicate the type of corporate action occurring (e.g., stock split, merger).
06
Enter the date on which the corporate action became effective.
07
Complete Section 2 with the necessary information about the security affected by the corporate action.
08
If applicable, provide details in Section 3 regarding any amount paid to shareholders.
09
Review all entered information for accuracy.
10
Sign and date the form before submission.
Who needs form 8937?
01
Form 8937 is needed by entities that have undergone certain corporate actions affecting their securities, such as mergers, splits, or reorganizations.
02
It is required for issuers who need to report tax information to their shareholders regarding these actions.
03
Shareholders who receive the tax information may also need this form when filing their personal tax returns.
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What is form 8937?
Form 8937 is a tax form used by organizations to report organizational actions that affect the basis of securities.
Who is required to file form 8937?
Organizations like corporations, Partnerships, and certain foreign entities that take actions affecting the basis of securities are required to file Form 8937.
How to fill out form 8937?
To fill out Form 8937, organizations must provide information regarding organizational actions, the date of the action, and any changes to the basis of securities, plus other pertinent details specified in the instructions.
What is the purpose of form 8937?
The purpose of Form 8937 is to inform both the IRS and shareholders about changes in the tax basis of securities due to organizational actions.
What information must be reported on form 8937?
Information such as the type of organizational action, the date(s) of the action, the impact on the shareholder's basis, and a description of the relevant securities must be reported on Form 8937.
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