Get the free Form 8937

Este formulario es utilizado para reportar acciones organizacionales que afectan la base de valores, incluyendo ajustes a la tasa de conversión de notas convertibles, así como el tratamiento fiscal

How to fill out form 8937

How to fill out form 8937

1. Obtain a copy of Form 8937 from the IRS website.
2. Fill in the name of the corporation or organization making the distribution.
3. Enter the employer identification number (EIN) of the corporation.
4. Provide the date of the distribution.
5. Complete Part I by detailing the type of distribution.
6. In Part II, report the increase or decrease in value of each share or property distributed.
7. Include the fair market value of the stock or property at the time of distribution.
8. Provide a signature and date at the bottom of the form.

Who needs form 8937?

1. Corporations or organizations that make certain types of distributions to shareholders.
2. Shareholders who receive distributions that are not reported on Form 1099-DIV.
3. Tax professionals assisting with corporate tax filings and shareholder documentation.

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What is form 8937?

Form 8937 is a tax form used to report organizational actions that affect the basis of securities for reporting purposes to the Internal Revenue Service (IRS).

Who is required to file form 8937?

Form 8937 must be filed by issuers of securities, including corporations and partnerships, that have undertaken organizational actions affecting the basis of their securities.

How to fill out form 8937?

To fill out Form 8937, you need to provide information about the organizational action, its impact on the basis of the securities, and certain details about the securities involved. It usually requires inputting data such as the type of action, effective date, and description of the terms.

What is the purpose of form 8937?

The purpose of Form 8937 is to provide transparency regarding organizational actions that might affect the cost basis of securities, ensuring that taxpayers and the IRS have accurate information for tax reporting.

What information must be reported on form 8937?

Form 8937 requires reporting the type of organizational action, the effective date of the action, the relevant securities affected, and any adjustments made to the basis of the securities as a result of the action.