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Este formulario es utilizado para informar sobre las acciones organizacionales que afectan la base de valores de las acciones de los accionistas en relación con las transacciones específicas, en este caso, la adquisición de Alumina Ltd. por Alcoa Corporation.
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How to fill out 8937

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How to fill out 8937

01
Obtain Form 8937 from the IRS website or a tax professional.
02
Enter the name of the entity making the report in Part I.
03
Fill in the EIN of the entity in Part I.
04
Provide the name of the security, type of event and the date of the event in Part II.
05
Complete the details regarding the capital changes, including the number of shares exchanged and the fair market value.
06
Indicate if the payment is taxable or nontaxable in Part III.
07
Sign and date the form at the bottom.

Who needs 8937?

01
Entities that have undergone corporate reorganizations.
02
Corporations involved in stock splits or distributions.
03
Tax-exempt organizations that are subject to the reporting requirement.
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Form 8937 is the 'Report of Organizational Actions Affecting Basis of Securities' used to report corporate actions such as stock splits, dividends, or mergers that affect the tax basis of securities.
Organizations such as corporations, real estate investment trusts (REITs), and partnerships that undertake actions affecting the basis of securities are required to file Form 8937.
To fill out Form 8937, organizations must provide basic information about the corporate action, including the type of action, date it occurred, the amount of cash or property paid, tax treatment, and any relevant addresses or identification numbers.
The purpose of Form 8937 is to inform the Internal Revenue Service (IRS) and taxpayers about organizational actions that may affect the tax basis of securities held by investors.
The information that must be reported on Form 8937 includes details such as the type of organizational action, payment information, effective date, and a description of the event that affects the basis of the securities.
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