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Este formulario es utilizado para informar las acciones organizativas que afectan la base de valores de los accionistas, incluyendo distribuciones no imponibles de retorno de capital y su efecto en la base fiscal de los valores.

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How to fill out form 8937

01

Obtain Form 8937 from the IRS website.

02

Fill in your name, address, and taxpayer identification number at the top of the form.

03

Provide the information about the organization that made the distribution.

04

In Part I, indicate the type of organizational action (e.g., stock split, merger).

05

In Part II, detail the series of securities and the date of the organizational action.

06

Complete Part III by explaining the reasons for the adjustment in the basis of securities.

07

Sign and date the form before submission.

Who needs form 8937?

01

Entities that undergo organizational changes affecting securities, such as corporations or partnerships.

02

Tax-exempt organizations that need to inform their investors about changes in the basis of their securities.

03

Taxpayers who need to report changes related to their investments or securities transactions.

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What is form 8937?

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

Who is required to file form 8937?

Organizations including corporations, partnerships, and other entities that take specific actions affecting the basis of securities must file Form 8937.

How to fill out form 8937?

To fill out Form 8937, you need to provide identifying information about the entity, detail the organizational action, specify the affected securities, and report the relevant dates and amounts. Follow the instructions provided by the IRS for detailed guidance.

What is the purpose of form 8937?

The purpose of Form 8937 is to inform the IRS and shareholders about certain organizational actions that may impact the tax basis of securities, ensuring accurate reporting and tax compliance.

What information must be reported on form 8937?

Form 8937 requires reporting of the entity's name, EIN, date of action, type of action taken, description of the securities, the impact of the action on the basis of the securities, and any other relevant details as required by the IRS.

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