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This form reports organizational actions affecting the basis of securities. It provides details on issuers, stock dividends, and the adjustments made in shareholder\'s basis as a result of these actions.
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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
Enter the name of the corporation or issuer on the top of the form.
03
Fill in the Employer Identification Number (EIN) of the issuer.
04
Complete the 'Tax Year' section to indicate the year for which the form is being filed.
05
Provide the name and contact information of the person completing the form.
06
In Part 1, describe the organizational action that created the need for the form.
07
In Part 2, provide the details regarding the date of the action and the type of action taken.
08
Fill out Part 3 with information regarding the amount and type of securities affected by the action.
09
Complete Part 4 by indicating the amount of tax attributes affected (if applicable).
10
Review the completed form for accuracy and submit it as required.
Who needs form 8937?
01
Form 8937 is needed by corporations or organizations that undergo certain organizational actions affecting their shareholders, such as stock splits, mergers, or redemptions. Shareholders may also use this form for basis reporting.
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What is form 8937?
Form 8937 is a tax form used for reporting organizational actions related to a corporation's securities that may affect the tax attributes of shareholders.
Who is required to file form 8937?
Any corporation or entity that undergoes an organizational action that affects the tax attributes of its securities must file Form 8937.
How to fill out form 8937?
Form 8937 is filled out by providing details such as the corporation's name, the type of organizational action, date of the action, and specific tax consequences for shareholders.
What is the purpose of form 8937?
The purpose of Form 8937 is to inform shareholders and the IRS about certain organizational actions that can affect tax attributes, ensuring proper tax reporting and compliance.
What information must be reported on form 8937?
Information that must be reported includes the corporate name, action type, date of action, tax impact on shareholders, and any adjustments to basis or amounts received.
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