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This form reports organizational actions affecting the basis of securities, including details of a reverse stock split executed by the Rydex Variable Trust - Telecommunications Fund, along with applicable
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How to fill out form 8937
How to fill out form 8937
01
Obtain Form 8937, Report of Organizational Actions Affecting Basis of Securities, from the IRS website.
02
Provide the name of the Corporation or Organization at the top of the form.
03
Fill in the date of the organizational action, such as a stock split, merger, or other event affecting the basis of securities.
04
Input the type of securities affected by the organizational action.
05
State the number of shares affected by the action in the relevant section.
06
Clearly indicate the date the shareholders received their new shares or other benefits.
07
Complete the 'Explanation of Organizational Action' section, detailing the nature of the adjustment to the basis of shares.
08
Sign and date the form, certifying that the information provided is accurate to the best of your knowledge.
09
Submit the completed form to the IRS and provide copies to affected shareholders, if required.
Who needs form 8937?
01
Corporations that have realized organizational actions affecting the basis of their securities.
02
Shareholders who need to determine the adjusted basis of their securities after an organizational action.
03
Tax professionals aiding clients in reporting and understanding the tax implications of organizational actions.
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What is form 8937?
Form 8937 is a form used to report organizational actions that affect the basis of securities.
Who is required to file form 8937?
Entities that undergo organizational actions affecting the tax basis of securities must file Form 8937.
How to fill out form 8937?
To fill out Form 8937, provide details of the organizational action, including applicable dates, type of action, and the impact on the tax basis of securities.
What is the purpose of form 8937?
The purpose of Form 8937 is to inform shareholders and the IRS about actions that affect the tax basis of securities.
What information must be reported on form 8937?
Form 8937 must report the type of organizational action, the date of action, the shareholders affected, and the impact on tax basis.
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