Get the free Form 8937

This report details organizational actions affecting the basis of securities for shareholders, specifically regarding cash distributions by Healthcare Realty Trust, Inc. in 2023, including the dates of distribution and the adjustments to the tax basis for shareholders.

How to fill out form 8937

How to fill out form 8937

1. Obtain Form 8937 from the IRS website or through your tax professional.
2. Enter the name of the issuer in Part I.
3. Fill out the issuer's Employer Identification Number (EIN) in the provided space.
4. Provide the contact information of the issuer, including address and phone number.
5. Complete the date of the organizational action in Part II.
6. Indicate the security to which the form relates, such as stock or bonds.
7. Describe the organizational action taken (e.g., merger, distribution).
8. Specify the number of shares affected and the new adjusted basis of the securities.
9. Provide the relevant information regarding relevant dates for holders.
10. Review the completed form for accuracy and submit it to the IRS by the required deadline.

Who needs form 8937?

1. Form 8937 is required by corporations and partnerships that encounter organizational actions affecting the tax basis of securities.
2. Investors who need to report changes in their basis for securities following such actions may also require this form.

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What is form 8937?

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

Who is required to file form 8937?

Organizations that take organizational actions affecting the basis of securities must file Form 8937, including corporations, partnerships, and entities that make distributions or reorganizations.

How to fill out form 8937?

To fill out Form 8937, organizations must provide information regarding the organizational action, including its description, date, and the effects on basis for their securities, along with other required details.

What is the purpose of form 8937?

The purpose of Form 8937 is to inform shareholders and the IRS about actions that affect the tax basis of securities held by taxpayers, ensuring proper tax treatment and compliance.

What information must be reported on form 8937?

Form 8937 must report details such as the type of organizational action, date of action, changes in tax basis, and the amount of income or loss affecting the securities involved.