Get the free Form 8937

This form reports organizational actions by the issuer that affect the basis of securities for tax reporting purposes. It details non-taxable return of capital distributions made to shareholders and provides necessary information for taxpayers to adjust their basis in the securities.

How to fill out form 8937

How to fill out form 8937

1. Gather all necessary information about the transaction, such as the company name, tax year, and details of the ownership change.
2. Download Form 8937 from the IRS website or obtain a hard copy.
3. Fill out Part I with the appropriate information about the issuer's name, contact details, and the type of entity.
4. In Part II, provide the date of organizational action and a description of the action taken.
5. Complete Part III by detailing the number of shares exchanged and the par value, if applicable.
6. Submit the form to the IRS and provide copies to shareholders as required.
7. Retain a copy of the completed form for your records.

Who needs form 8937?

1. Form 8937 is needed by corporations, partnerships, or any other entity that has undergone a significant change in ownership and must report organizational actions affecting the basis of its stock.

For pdfFiller’s FAQs

How do I complete form 8937 online?

pdfFiller has made it simple to fill out and eSign form 8937. The application has capabilities that allow you to modify and rearrange PDF content, add fillable fields, and eSign the document. Begin a free trial to discover all of the features of pdfFiller, the best document editing solution.

Can I sign the form 8937 electronically in Chrome?

Yes. By adding the solution to your Chrome browser, you may use pdfFiller to eSign documents while also enjoying all of the PDF editor's capabilities in one spot. Create a legally enforceable eSignature by sketching, typing, or uploading a photo of your handwritten signature using the extension. Whatever option you select, you'll be able to eSign your form 8937 in seconds.

How do I edit form 8937 on an Android device?

You can make any changes to PDF files, like form 8937, with the help of the pdfFiller Android app. Edit, sign, and send documents right from your phone or tablet. You can use the app to make document management easier wherever you are.

What is form 8937?

Form 8937 is a tax form used by organizations to report organizational actions that affect the tax attributes of securities, specifically regarding actions like stock splits, mergers, and dividends.

Who is required to file form 8937?

Entities such as corporations or partnerships that have organizational actions affecting the securities they have issued are required to file Form 8937.

How to fill out form 8937?

To fill out Form 8937, you need to provide detailed information about the organizational action, including the type of action, its effective date, the applicable accounting and tax implications, and any affected securities.

What is the purpose of form 8937?

The purpose of Form 8937 is to provide investors and the IRS with information about certain organizational actions that can affect the tax treatment of securities.

What information must be reported on form 8937?

Form 8937 requires reporting information such as the date of the organizational action, the type of action, the security details, and the impact on the holders' tax attributes.