Get the free Form 8937
Show details
This form is used to report organizational actions affecting the basis of securities, including details about dividends declared and paid by Alcoa Corporation in 2023 that should be treated as return
We are not affiliated with any brand or entity on this form
Get, Create, Make and Sign form 8937
Edit your form 8937 form online
Type text, complete fillable fields, insert images, highlight or blackout data for discretion, add comments, and more.
Add your legally-binding signature
Draw or type your signature, upload a signature image, or capture it with your digital camera.
Share your form instantly
Email, fax, or share your form 8937 form via URL. You can also download, print, or export forms to your preferred cloud storage service.
Editing form 8937 online
Use the instructions below to start using our professional PDF editor:
1
Register the account. Begin by clicking Start Free Trial and create a profile if you are a new user.
2
Simply add a document. Select Add New from your Dashboard and import a file into the system by uploading it from your device or importing it via the cloud, online, or internal mail. Then click Begin editing.
3
Edit form 8937. Text may be added and replaced, new objects can be included, pages can be rearranged, watermarks and page numbers can be added, and so on. When you're done editing, click Done and then go to the Documents tab to combine, divide, lock, or unlock the file.
4
Save your file. Select it in the list of your records. Then, move the cursor to the right toolbar and choose one of the available exporting methods: save it in multiple formats, download it as a PDF, send it by email, or store it in the cloud.
It's easier to work with documents with pdfFiller than you could have believed. You can sign up for an account to see for yourself.
Uncompromising security for your PDF editing and eSignature needs
Your private information is safe with pdfFiller. We employ end-to-end encryption, secure cloud storage, and advanced access control to protect your documents and maintain regulatory compliance.
How to fill out form 8937
How to fill out form 8937
01
Obtain Form 8937 from the IRS website or your tax professional.
02
Enter the name of the organization that is the issuer of the stock or securities.
03
Provide the employer identification number (EIN) of the organization.
04
Fill in the contact information of the responsible party.
05
Specify the class of stock or securities that are subject to the filing.
06
Indicate the date of the organizational action that caused the distribution.
07
Complete the section detailing the number of shares or units distributed.
08
Report the fair market value (FMV) of the stock or securities as of the distribution date.
09
Include any necessary supporting documentation or explanations.
10
Sign and date the form before submission to the IRS.
Who needs form 8937?
01
Organizations or companies that have undergone a significant organizational action affecting their securities.
02
Corporations that have made distributions to their shareholders.
03
Entities required to report adjustments in the tax attributes of their stock or securities.
Fill
form
: Try Risk Free
For pdfFiller’s FAQs
Below is a list of the most common customer questions. If you can’t find an answer to your question, please don’t hesitate to reach out to us.
How can I edit form 8937 from Google Drive?
Using pdfFiller with Google Docs allows you to create, amend, and sign documents straight from your Google Drive. The add-on turns your form 8937 into a dynamic fillable form that you can manage and eSign from anywhere.
How do I edit form 8937 on an iOS device?
Create, modify, and share form 8937 using the pdfFiller iOS app. Easy to install from the Apple Store. You may sign up for a free trial and then purchase a membership.
Can I edit form 8937 on an Android device?
You can edit, sign, and distribute form 8937 on your mobile device from anywhere using the pdfFiller mobile app for Android; all you need is an internet connection. Download the app and begin streamlining your document workflow from anywhere.
What is form 8937?
Form 8937 is a tax form used to report organizational actions that affect the identification of gain or loss on securities. These actions may include stock splits, stock dividends, and other corporate actions.
Who is required to file form 8937?
Companies that take specific organizational actions affecting their securities must file Form 8937, including issuers of the securities and any other entities conducting the organizational actions.
How to fill out form 8937?
To fill out Form 8937, you need to provide information about the organizational action, the date it occurred, the nature of the action, and the impact on the tax basis of the affected securities. Detailed instructions can be found on the IRS website.
What is the purpose of form 8937?
The purpose of Form 8937 is to provide information to both the IRS and shareholders about the effects of certain organizational actions on the tax basis of securities, ensuring proper tax reporting.
What information must be reported on form 8937?
Form 8937 must report information including the name of the company, the type of organizational action, the date of the action, the details of the adjustment, and the revised tax basis of the affected securities.
Fill out your form 8937 online with pdfFiller!
pdfFiller is an end-to-end solution for managing, creating, and editing documents and forms in the cloud. Save time and hassle by preparing your tax forms online.
Form 8937 is not the form you're looking for?Search for another form here.
Relevant keywords
Related Forms
If you believe that this page should be taken down, please follow our DMCA take down process
here
.
This form may include fields for payment information. Data entered in these fields is not covered by PCI DSS compliance.
