Get the free Form 8937

This form reports the organizational actions affecting the basis of securities, including details about a reverse stock split and its tax implications for shareholders.

How to fill out form 8937

How to fill out form 8937

1. Obtain Form 8937 from the IRS website or tax professional.
2. Enter the name of the organization completing the form in the designated field.
3. Fill in the employer identification number (EIN) of the entity.
4. Provide the date of the action or event that triggers reporting.
5. Identify the type of organizational action (e.g., merger, acquisition, stock dividend).
6. Describe the specific details of the organizational action, including the nature of the action and any relevant dates.
7. Complete the section detailing the fair market value of the property distributed per share.
8. Disclose the basis of the securities involved and provide calculations if necessary.
9. Review the information for accuracy and completeness.
10. Sign and date the form before submission.

Who needs form 8937?

1. Form 8937 is needed by entities that have undergone certain organizational actions affecting their shares or securities, including corporations, partnerships, and other organizations that distribute property or securities.

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What is form 8937?

Form 8937 is a tax form used to report organizational actions that affect the basis of securities. It is primarily used by corporations and other entities to report actions such as stock splits, mergers, or other significant corporate actions.

Who is required to file form 8937?

Any corporation or organization that undergoes an organizational action impacting the basis of its securities is required to file Form 8937. This includes publicly traded companies and certain private entities.

How to fill out form 8937?

To fill out Form 8937, one must provide details about the organization, describe the corporate action, report relevant dates, and disclose how the action affects the tax basis of the securities. The form must be completed accurately as per IRS guidelines.

What is the purpose of form 8937?

The purpose of Form 8937 is to inform shareholders and the IRS about changes in the equity interests of shareholders due to organizational actions that may affect the tax basis of the stocks they hold.

What information must be reported on form 8937?

Form 8937 requires reporting information such as the name and EIN of the reporting corporation, the description of the organizational action, the principal dates associated with the action, and adjustments to the stock basis resulting from the action.