Get the free Form 8937

This form is used to report organizational actions that affect the basis of securities, specifically for U.S. taxpayers. It includes details about the issuer, the nature of the organizational action,

How to fill out form 8937

How to fill out form 8937

1. Obtain Form 8937 from the IRS website.
2. Enter the name of the issuer in Part I.
3. Fill in the Taxpayer Identification Number (TIN) in Part I.
4. Provide the CUSIP number or description of the financial instrument in Part I.
5. Complete Part II with the appropriate information regarding the organizational action.
6. In Part III, indicate the date of the action.
7. Fill out the section regarding the nature of the reorganization in Part III.
8. Provide details on the amount received or the change in your ownership interest in Part III.
9. Sign and date the form at the bottom.
10. Submit the completed form to the IRS and provide copies to affected shareholders.

Who needs form 8937?

1. Entities that undertake organizational actions that affect shareholders, such as stock splits, mergers, or distributions.
2. Corporations that need to report information related to the transfer of stock or other securities to stockholders.
3. Tax professionals and accountants who prepare tax documents for clients involved in these types of transactions.

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What is form 8937?

Form 8937 is a tax form used by corporations, partnerships, and certain other entities to report organizational actions that affect the holdings of their securities.

Who is required to file form 8937?

Entities such as corporations, partnerships, or other organizations that undergo organizational actions leading to a change in the tax basis of their securities are required to file Form 8937.

How to fill out form 8937?

To fill out Form 8937, report details of the organizational action in Part I, including the type of action, date, and affected securities. In Part II, provide information regarding the new adjusted basis in the securities, along with other necessary details.

What is the purpose of form 8937?

The purpose of Form 8937 is to inform shareholders, the IRS, and other relevant parties about changes in the securities that could affect the tax treatment and basis calculation of the holdings.

What information must be reported on form 8937?

Information that must be reported includes the corporate actions taken, the date of the action, changes to the basis of securities, and the tax implications related to the adjustment of these securities.