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This form is used to report organizational actions that affect the basis of securities, specifically for Lazard Enhanced Opportunities Portfolio, detailing dividends treated as returns of capital
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How to fill out form 8937
How to fill out form 8937
01
Obtain a copy of Form 8937 from the IRS website.
02
Fill in the name of the issuer and the issuer's EIN (Employer Identification Number).
03
Enter the date of the organizational action.
04
Provide a description of the organizational action (e.g., stock split, merger).
05
Indicate the number of shares involved in the action for each ownership group.
06
Complete the section on the tax basis of the stock.
07
Sign and date the form.
08
Submit the completed Form 8937 to the IRS as well as provide it to shareholders.
Who needs form 8937?
01
Form 8937 is needed by corporations, partnerships, and other entities that have undergone an organizational action affecting shareholders' tax basis.
02
Shareholders may also need it to determine their tax obligations from corporate reorganizations, distributions, or liquidations.
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What is form 8937?
Form 8937 is a tax form used by corporations and partnerships to report organizational actions that affect the basis of their securities, such as stock splits, dividends, and mergers.
Who is required to file form 8937?
Entities that engage in certain organizational actions that affect the tax basis of their securities are required to file Form 8937. This typically includes corporations and partnerships.
How to fill out form 8937?
To fill out Form 8937, you must provide details about the organizational action, including the type of action, effective date, the number of shares affected, and how the basis is adjusted. It is important to follow the IRS instructions provided for the form.
What is the purpose of form 8937?
The purpose of Form 8937 is to report organizational actions to the IRS and to shareholders so that they can understand how their investments are affected for tax purposes.
What information must be reported on form 8937?
Form 8937 must report information such as the type of organizational action, the effective date, the fair market value of the action, and the new basis of affected securities.
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