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This form is used to report corporate actions that affect the basis of securities. It includes details about stock dividends, the impact on shareholders, and the relevant IRS regulations.
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How to fill out form 8937
How to fill out form 8937
01
Obtain Form 8937 from the IRS website or your tax professional.
02
Ensure you have all relevant information about the corporate action that triggered the need for the form.
03
Fill in your name, address, and other identifying information in the appropriate sections.
04
Complete Part I by providing the details of the organization that executed the action.
05
In Part II, describe the type of corporate action, and fill out the date of the action and other necessary details.
06
In Part III, provide information on the calculations made to determine the tax consequences of the action.
07
Double-check all entries for accuracy before submitting.
08
File the form with the IRS and keep a copy for your records.
Who needs form 8937?
01
Any corporation or entity that has undergone a corporate action affecting its stock value.
02
Shareholders who need to report non-dividend distributions or similar actions.
03
Tax professionals assisting clients with corporate actions.
04
Entities that are required to report tax information related to securities transactions.
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What is form 8937?
Form 8937 is the 'Report of Organizational Actions Affecting Basis of Securities.' It is used by corporations, partnerships, and other entities to report certain organizational actions that affect the tax basis of their securities.
Who is required to file form 8937?
Entities such as corporations, partnerships, and custodians of tax-advantaged accounts that engage in certain organizational actions affecting the basis of securities are required to file Form 8937.
How to fill out form 8937?
To fill out Form 8937, you need to gather information about the organizational action, including the date, type of action, security type, consequences for the shareholder, and any adjustments to basis. Follow the instructions on the form to accurately report this information.
What is the purpose of form 8937?
The purpose of Form 8937 is to provide taxpayers and the IRS with information regarding organizational actions that may affect the basis of securities, ensuring that taxpayers have the necessary information to accurately report capital gains or losses.
What information must be reported on form 8937?
Form 8937 requires the reporting of the corporation name, type of organizational action, date of action, description of the security, the amount of securities involved, and any necessary adjustments to the tax basis resulting from the action.
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