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This form reports organizational actions related to an investment fund affecting the tax basis of securities for U.S. taxpayers. It provides necessary details on distributions that are classified as non-taxable returns of capital, along with the impact on cost basis.
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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
Fill in the name of the entity or individual completing the form.
03
Provide the Employer Identification Number (EIN) or Social Security Number (SSN) as applicable.
04
Fill out the applicable tax year or period for which the form is being completed.
05
Indicate the type of organization (e.g., corporation, partnership, etc.).
06
Describe the corporate action that triggered the need to file Form 8937.
07
Input the relevant date(s) associated with the corporate action.
08
Fill in the section detailing the number of shares of stock or other securities involved.
09
Explain how the adjusted basis in the shares is determined, providing necessary calculations.
10
Sign and date the form, ensuring all required fields are completed.
Who needs form 8937?
01
Entities that engage in corporate actions that affect stock basis, such as mergers, acquisitions, stock splits, or other adjustments.
02
Corporations that must report adjustments to shareholders based on reorganizations or other corporate actions.
03
Taxpayers who need to provide information regarding adjustments to the basis of their stock to help shareholders determine their tax implications.
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What is form 8937?
Form 8937 is a tax form used to report organizational actions affecting the basis of securities.
Who is required to file form 8937?
Corporations, partnerships, and other entities that engage in organizational actions such as stock splits, mergers, or dividends are required to file Form 8937.
How to fill out form 8937?
To fill out Form 8937, entities must provide information regarding the organizational action, its effective date, the type of action, and any relevant financial data for shareholders.
What is the purpose of form 8937?
The purpose of Form 8937 is to inform shareholders and the IRS about actions that affect the basis of securities to help in proper calculation of taxable gains or losses.
What information must be reported on form 8937?
Form 8937 must report the type of organizational action, the date of the action, descriptions of the affected securities, the adjustments to the basis of those securities, and other relevant financial details.
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