Get the free Form 8937

This form is used to report organizational actions affecting the basis of securities held by U.S. taxpayers, including non-taxable return of capital distributions.

How to fill out form 8937

How to fill out form 8937

1. Download Form 8937 from the IRS website.
2. Fill in the name of the reporting organization in the top section.
3. Provide the employer identification number (EIN) of the organization.
4. Enter the contact information for the person completing the form.
5. Specify the tax year for which you are reporting the organizational actions.
6. In Part I, describe the organizational action that necessitates the form.
7. In Part II, detail the date of the organizational action.
8. Complete Part III by explaining the nature of the payments.
9. Include any additional necessary details in Part IV.
10. Review the completed form for accuracy and sign where required.
11. Submit the form to the IRS by the due date.

Who needs form 8937?

1. Corporations and partnerships that have undergone an organizational action affecting the value of their stock or securities.
2. Entities required to report tax information to their shareholders or beneficiaries.
3. Tax-exempt organizations that must report certain organizational actions.

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What is form 8937?

Form 8937 is a tax form used to report organizational actions that affect the basis of a security. It is primarily filed by corporations and partnerships to provide information to the IRS and shareholders about changes in the financial structure of securities.

Who is required to file form 8937?

Entities that engage in organizational actions that impact the basis of a security, such as corporations and partnerships, are required to file Form 8937. Additionally, the form must be filed by recipients of a return of capital distribution.

How to fill out form 8937?

To fill out Form 8937, you need to provide information including the name of the issuer, the type of security, the action taken, the date of the action, and a description of how the action affects the security. Detailed instructions are also provided in the form's accompanying guidance.

What is the purpose of form 8937?

The purpose of Form 8937 is to provide the IRS and shareholders with accurate information regarding the tax implications of organizational actions affecting securities, thus ensuring compliance with tax reporting requirements.

What information must be reported on form 8937?

Form 8937 must report specific information such as the issuer's name, the type of organizational action, the date of the action, a description of the action, and the effect on the basis of the security, among other details related to the tax implications.