Get the free Form 8937

Form 8937 is a report by the Department of the Treasury, Internal Revenue Service, detailing organizational actions that affect the basis of securities held by U.S. taxpayers. This includes information

How to fill out form 8937

How to fill out form 8937

1. Obtain Form 8937 from the IRS website.
2. Provide the name of the entity completing the form in Part I.
3. Fill in the entity's Employer Identification Number (EIN).
4. Enter the name and contact information of the responsible individual.
5. In Part II, specify the type of organizational action, including any stock splits or mergers.
6. Report the date of the organizational action in the appropriate section.
7. Fill in the details regarding the share adjustments, including old and new share amounts.
8. Complete Part III by providing the relevant financial information, including per-share details.
9. Sign and date the form at the bottom.
10. Submit the completed form to the appropriate parties, including the IRS.

Who needs form 8937?

1. Form 8937 is needed by corporations and partnerships that undergo organizational actions such as stock mergers, splits, or demergers.
2. It is also required for shareholders and investors to determine how their investments are affected by these actions.
3. Financial institutions or entities reporting any events related to changes in stock ownership will also need this form.

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What is form 8937?

Form 8937 is a tax form used in the United States to report organizational actions that affect the basis of securities. It is primarily used to report changes in the tax basis of publicly traded securities due to events such as stock splits or mergers.

Who is required to file form 8937?

Corporations and other entities that undergo organizational actions affecting the basis of their securities are required to file Form 8937. This includes entities that issue or redeem stock and need to inform shareholders of the tax implications.

How to fill out form 8937?

To fill out Form 8937, the filer must provide specific information about the organizational action, including the description of the action, the date it occurred, and how it affects the tax basis of the securities. The form must be completed accurately and filed with the IRS and made available to shareholders.

What is the purpose of form 8937?

The purpose of Form 8937 is to inform the IRS and shareholders about changes in the tax basis of securities due to organizational actions, ensuring that accurate tax reporting can take place.

What information must be reported on form 8937?

Form 8937 must report the description of the organizational action, the date it occurred, the impact on the basis of the securities, and any relevant financial details that affect shareholders' tax implications.