Get the free Form 8937

This document outlines the report for organizational actions that affect the basis of securities, specifically focusing on the distributions that represent a return of capital for shareholders of the Putnam Master Intermediate Income Trust, detailing their implications for U.S. taxpayers and associated tax treatments under the Internal Revenue Code.

How to fill out form 8937

How to fill out form 8937

1. Obtain Form 8937: Download the form from the IRS website.
2. Identify the organization: Fill in the name, address, and employer identification number (EIN) of the organization making the distribution.
3. Describe the organizational action: Provide a description of the action that prompted the need for Form 8937 (e.g., stock split, distribution).
4. Detail the security information: Enter the name of the security, its CUSIP number, and the class or type of the security.
5. Report the date of action: Specify the date when the organizational action occurred.
6. Provide the relevant information: Include the amount of distribution, any adjustments, and whether it is ordinary or non-taxable income.
7. Complete the relevant sections: Fill out all necessary parts of the form as they apply to your situation.
8. Sign and date the form: Ensure the responsible party reviews, signs, and dates the form before submission.
9. Submit the form: Send the completed Form 8937 to the IRS by the required deadline.

Who needs form 8937?

1. Form 8937 is needed by corporations or organizations that make distributions to their shareholders or security holders, as well as by those involved in organizational actions such as mergers, stock splits, or acquisitions.

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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 tax basis of a security.

Who is required to file form 8937?

Corporations and partnerships that undergo an organizational action affecting the tax basis of securities must file Form 8937.

How to fill out form 8937?

To fill out Form 8937, provide the identifying information for the entity, details of the organizational action, the effective date, and the impact on the security's basis.

What is the purpose of form 8937?

The purpose of Form 8937 is to inform shareholders of the tax consequences of organizational actions that may affect the basis of their securities.

What information must be reported on form 8937?

Form 8937 must report information such as the type of organizational action, the date of the action, and the amount of adjustment to the basis of the securities.