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This document provides information regarding the restructuring of Australia and New Zealand Banking Group Limited through the establishment of ANZ Group Holdings Limited. It details the transfer of shares, the issuance of new shares, and the implications for U.S. federal income tax purposes related to the Amendment of certain securities.
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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
Enter the name of the entity that conducted the organizational action in Part I.
03
Provide the date of the organizational action in the respective field.
04
Detail the security that underwent the action in the section indicated.
05
Input the number of securities affected by the organizational action.
06
Fill out the relevant tax year for the information being reported.
07
In Part II, provide a detailed explanation of the organizational action.
08
Calculate and enter information regarding the tax treatment of the action.
09
Review all information for accuracy and completeness.
10
Sign and date the form before submission.
Who needs form 8937?
01
Any entity that undergoes an organizational action affecting its securities.
02
Corporations and partnerships that experience stock changes, reorganizations, or other events.
03
Taxpayers who need to report a return of capital or other specific events related to securities.
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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 organizational actions that affect the basis of securities.
Who is required to file form 8937?
Corporations, mutual funds, or partnerships that have made organizational actions that affect the basis of their securities are required to file Form 8937.
How to fill out form 8937?
To fill out Form 8937, provide detailed information about the organizational actions, including the date of the action, the type of action taken, and specific details about how the action affects shareholders' basis in the securities.
What is the purpose of form 8937?
The purpose of Form 8937 is to inform the IRS and shareholders about actions that affect the tax basis of securities, ensuring accurate tax reporting.
What information must be reported on form 8937?
Form 8937 must include information such as the type of organizational action, the date of the action, the amount of securities affected, and any adjustments to the tax basis.
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