Get the free Form 8937

This form is used to report organizational actions that affect the basis of securities issued by the reporting issuer, detailing the actions taken, the tax implications, and the adjustments necessary

How to fill out form 8937

How to fill out form 8937

1. Obtain a copy of Form 8937 from the IRS website or relevant source.
2. Fill in the 'Name of Issuer' at the top of the form.
3. Provide the 'TIN' (Tax Identification Number) of the issuer.
4. Enter the date of the organizational action in Part 1.
5. Clearly state the type of organizational action taken (e.g., stock split, merger) in Part 1.
6. Fill out the 'Number of shares or units before the action' and 'Number of shares or units after the action' accordingly.
7. Provide the allocation of the basis in Part 2, including any necessary explanations.
8. Complete the 'Description of the property' and other requested information.
9. Sign and date the form in the appropriate section.
10. Review the form for accuracy and completeness before submission.

Who needs form 8937?

1. Entities or individuals who have made an organizational action that affects the tax basis of securities must file Form 8937.
2. Corporations, partnerships, and other businesses are typically required to fill out the form if they undertake actions like stock splits, mergers, or liquidations.
3. Taxpayers who need to report information on the tax consequences of organizational actions may also need this form.

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What is form 8937?

Form 8937, the 'Report of Organizational Actions Affecting Basis of Securities,' is a tax form used to report organizational actions that affect the basis of securities.

Who is required to file form 8937?

Corporations, partnerships, or individuals who are involved in organizational actions that affect the basis of securities must file Form 8937.

How to fill out form 8937?

Form 8937 includes specific sections that need to be completed. These sections require information about the organizational action, the date of the action, and the specific details affecting the basis of the securities.

What is the purpose of form 8937?

The purpose of Form 8937 is to provide information to shareholders or security holders about actions that could affect their tax basis in an investment, helping them report their taxes accurately.

What information must be reported on form 8937?

Form 8937 must report details such as the type of organizational action, the date of the action, the impact on the basis of the security, and any relevant information to calculate the adjusted basis.