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This form is used to report organizational actions affecting the basis of securities for a reporting issuer, specifically detailing dividend distributions and return of capital, relevant to U.S. taxpayers.
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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 a tax professional.
02
Fill in the name and address of the issuer in Part I.
03
Provide the contact information of the issuer's representative.
04
Indicate the date of the organizational action in Part II.
05
Describe the organizational action and its purpose.
06
Fill in the relevant information regarding the security in question.
07
Complete Parts III and IV with details on the adjustment to the basis of the stock.
08
Confirm all information is accurate and complete.
09
Sign and date the form.
10
Send the form to the IRS and provide copies to shareholders.
Who needs form 8937?
01
Entities that have undergone an organizational action affecting their securities.
02
Corporations and partnerships issuing debt or equity securities.
03
Taxpayers who need to report ownership in securities and any basis adjustments.
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What is form 8937?
Form 8937 is a tax form used in the United States for reporting organizational actions that affect the basis of securities.
Who is required to file form 8937?
Form 8937 must be filed by any corporation, partnership, or individual that engages in an organizational action affecting the stock or debt of a corporation or other entity.
How to fill out form 8937?
To fill out Form 8937, taxpayers need to provide specific details about the organizational action, including the type of action, its date, and the impact on the securities' basis, along with relevant calculations.
What is the purpose of form 8937?
The purpose of Form 8937 is to provide information to shareholders and the IRS about actions that alter the tax basis of their securities, ensuring accurate reporting and compliance.
What information must be reported on form 8937?
Form 8937 must report the description of the organizational action, the date of the action, the number of securities and their adjusted basis, as well as calculations regarding any changes to the base due to the action.
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