Get the free Form 8937

This form is used to report organizational actions that affect the basis of securities for U.S. federal income tax purposes. It includes details on cash distributions to shareholders and the effect

How to fill out form 8937

How to fill out form 8937

1. Obtain Form 8937 from the IRS website or a tax professional.
2. Provide the name of the issuer and the relevant tax year at the top of the form.
3. Fill out Part I, which includes information about the stock, bonds, or other securities that were part of the transaction.
4. Complete Part II by detailing the type of organizational action and the date it occurred.
5. In Part III, indicate whether the action resulted in a taxable event and how it affects the bases of the securities.
6. Provide supporting statements or explanations in Part IV if necessary.
7. Review the completed form for accuracy.
8. Submit the form to the IRS and distribute copies to shareholders as required.

Who needs form 8937?

1. Corporations that have undergone organizational actions affecting their securities.
2. Transfer agents or other parties responsible for reporting securities events.
3. Shareholders who received taxable stock distributions or other related events.

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What is form 8937?

Form 8937 is a tax form used to report the organizational actions that affect the basis of financial instruments, typically related to stock and securities.

Who is required to file form 8937?

Entities that engage in organizational actions affecting the basis of securities are required to file Form 8937, which can include corporations, partnerships, and other types of organizations.

How to fill out form 8937?

To fill out Form 8937, you need to provide details about the organizational action, including the type of action, the date it occurred, the parties involved, and the adjustments made to the basis of the securities.

What is the purpose of form 8937?

The purpose of Form 8937 is to provide investors and the IRS with clear information regarding organizational actions that may affect the tax basis of certain financial instruments.

What information must be reported on form 8937?

Form 8937 must report information such as the description and date of the action, the classes of securities affected, the ratio of change, and the adjustment to the tax basis of the securities.