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This document reports the organizational actions affecting the basis of securities due to the merger of Norwood Financial Corp. and North Penn Bancorp, Inc. It provides details on the exchange of shares, tax implications, and the effects of the merger on shareholders\' cost basis.
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How to fill out form 8937
How to fill out form 8937
01
Obtain Form 8937 from the IRS website.
02
Fill in your name and address in the top section.
03
Enter the relevant information about the organization's stock or securities.
04
Provide the details of the corporate actions that necessitate the filing.
05
Include the date of the action and the type of action (e.g., stock split, dividend).
06
Complete the summary of the adjustments made to the stock basis.
07
Review the form for accuracy.
08
Sign and date the form.
Who needs form 8937?
01
Organizations that have an ownership interest in their stock.
02
Corporations that undergo a form of reorganization or other corporate actions.
03
Companies required to report adjustments to the basis of their securities to shareholders.
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What is form 8937?
Form 8937 is a tax form used to report the organizational actions that affect the tax basis of a security. It provides shareholders with necessary information regarding changes in the capitalization of a corporation or partnership.
Who is required to file form 8937?
Entities such as corporations, partnerships, and certain other organizations are required to file Form 8937 if they undertake actions that affect the tax basis of securities held by shareholders.
How to fill out form 8937?
To fill out Form 8937, you must provide detailed information about the organizational action, including the type of action, the date it occurred, and its impact on the securities. Ensure all required sections are completed accurately.
What is the purpose of form 8937?
The purpose of Form 8937 is to inform shareholders and the IRS about organizational actions that may affect the tax implications of their securities, ensuring compliance with tax reporting requirements.
What information must be reported on form 8937?
Form 8937 must report details such as the date of the organizational action, a description of the action, the quantitative effect on the securities, and whether the action is taxable or nontaxable.
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