Get the free Form 8937

This form is used to report organizational actions that affect the basis of securities for U.S. taxpayers. It provides details on non-taxable return of capital distributions and how they affect the tax basis of shares held by shareholders.

How to fill out form 8937

How to fill out form 8937

1. Obtain Form 8937 from the IRS website or your tax professional.
2. Enter your name and the name of your entity, if applicable, in Part I.
3. Provide the identifying number (EIN or Social Security Number) in Part I.
4. Fill in the year of the event in Part II.
5. Describe the corporate event that triggered the need to complete Form 8937 in Part III.
6. Report the relevant information about the distributions or other actions affecting the stock in Part IV.
7. Include any additional explanations or supporting statements as necessary.
8. Review the form for accuracy and completeness.
9. Submit the form to the IRS and provide copies to affected shareholders, if applicable.

Who needs form 8937?

1. Form 8937 is needed by corporations or entities that undergo certain corporate actions that affect their shareholders, such as stock reorganizations, stock splits, or changes in capital structure.

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What is form 8937?

Form 8937 is a form used to report organizational actions that affect the basis of securities, specifically for adjustments in the cost basis of securities due to events such as stock splits, mergers, or acquisitions.

Who is required to file form 8937?

Entities such as corporations, partnerships, and other organizations that take organizational actions impacting the basis of 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 date of the action, the type of action taken, and the impact on the basis of the securities. Accurate calculations and relevant attachments may also be necessary.

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 basis of the securities held by shareholders, ensuring they can accurately report their capital gains or losses.

What information must be reported on form 8937?

Information that must be reported on Form 8937 includes the name of the organization, the type of organizational action, the date of the action, the details of the adjustment in the basis, and any other pertinent information that will help to calculate the tax basis.