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Este formulario informa sobre las acciones organizacionales que afectan la base de los valores, específicamente relacionado con el портфель de acciones de Lazard Developing Markets y su cumplimiento
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How to fill out form 8937
How to fill out form 8937
01
Download Form 8937 from the IRS website.
02
Fill out the organization's name, address, and employer identification number (EIN) in the top section.
03
Indicate the date of the organizational action that affected the stock affecting the basis.
04
Provide a description of the stock and how it was affected (e.g., stock split, dividend).
05
Complete the details on the number of shares involved in the action.
06
Calculate and report the new basis per share after the adjustment.
07
Include any additional information required in the 'Explanation' section.
08
Review the completed form for accuracy.
09
Sign and date the form before submission.
10
Submit the form to the IRS and provide copies to the affected shareholders.
Who needs form 8937?
01
Form 8937 is needed by corporations, partnerships, or other entities that undergo an organizational action affecting the basis of stocks or securities.
02
It is also required for entities that issue stock to inform shareholders about changes in the basis following certain events such as stock splits or dividends.
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What is form 8937?
Form 8937 is the 'Report of Organizational Actions Affecting Basis of Securities,' used by issuers to report organizational actions that affect the basis of securities.
Who is required to file form 8937?
Issuers of securities, including corporations and partnerships, are required to file Form 8937 if they are involved in organizational actions that affect the basis of their securities.
How to fill out form 8937?
To fill out Form 8937, issuers should provide details about the organizational action, including the type of action, the date it occurred, the impact on the basis of securities, and any necessary calculations.
What is the purpose of form 8937?
The purpose of Form 8937 is to inform the IRS and security holders of changes to the basis of securities due to organizational actions, ensuring accurate tax reporting.
What information must be reported on form 8937?
Form 8937 must include information such as the issuer's name, the description of the securities, the type of organizational action, the date of the action, recalculated basis for the securities post-action, and any relevant tax implications.
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