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This form is used to report organizational actions affecting the basis of securities, particularly in relation to the merger of Summit Financial Group, Inc. into Burke & Herbert Financial Services Corp. The document outlines the tax implications of the merger, including the conversion of shares and the adjusted tax basis for shareholders.
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How to fill out form 8937
How to fill out form 8937
01
Obtain a copy of Form 8937 from the IRS website.
02
Fill out the taxpayer information including name, address, and identification number.
03
Indicate the relevant tax year you are reporting.
04
Provide information about the corporate event that necessitated the form, such as stock splits or divestitures.
05
Detail the quantities and types of securities involved in the event.
06
Include any distribution or adjustment information as required.
07
Sign and date the form to certify its accuracy.
08
Submit the completed form to the IRS and distribute copies to recipients as necessary.
Who needs form 8937?
01
Form 8937 is needed by corporations that have undergone a significant corporate event affecting stock ownership or share structure that requires reporting to the IRS.
02
It is also required by shareholders who need to report adjustments in their basis or capital gains calculations.
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What is form 8937?
Form 8937 is the Report of Organizational Actions Affecting Basis of Securities, used by corporations to report any organizational actions that affect the basis of their securities.
Who is required to file form 8937?
Corporations and other entities that undertake organizational actions affecting the basis of their securities 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, applicable dates, and financial implications.
What is the purpose of form 8937?
The purpose of Form 8937 is to inform shareholders and the IRS about changes to the basis of securities due to organizational actions, ensuring accurate reporting and compliance.
What information must be reported on form 8937?
Form 8937 must report information such as the type of organizational action, effective date, descriptions of the actions taken, and any adjustments to the basis of securities.
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