Get the free Form 8937

This form is used to report organizational actions that affect the basis of securities for U.S. taxpayers. It provides information about mergers, including details about the issuing company, contact

How to fill out form 8937

How to fill out form 8937

1. Download Form 8937 from the IRS website.
2. Read the instructions carefully before filling out the form.
3. Provide the name of the entity that is reporting the information in the top section.
4. Fill in the tax year for which the information is being reported.
5. Indicate the type of organizational action in the appropriate section.
6. Complete the details regarding the security affected by the corporate action.
7. Enter the date of the action and any pertinent information about the event.
8. Calculate and report the basis of the security as required.
9. Provide any other necessary supporting documentation.
10. Double-check all entries for accuracy before submission.

Who needs form 8937?

1. Corporations that have undergone any organizational action affecting their equity interests.
2. Entities that are required to report ownership changes to shareholders.
3. Taxpayers involved in reorganizations or changes in the capital structure of a corporation.

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What is form 8937?

Form 8937 is a tax form used by organizations to report organizational actions that affect the tax basis of securities, including stock splits, mergers, or other significant corporate actions.

Who is required to file form 8937?

Entities such as corporations, partnerships, and trusts that undertake organizational actions that impact the tax basis of their securities are required to file Form 8937.

How to fill out form 8937?

To fill out Form 8937, report details including the type of organizational action, relevant dates, the impact on the tax basis per security, and attach any necessary supporting documentation.

What is the purpose of form 8937?

The purpose of Form 8937 is to provide taxpayers with necessary information about organizational actions that may affect the tax treatment of their investments.

What information must be reported on form 8937?

Form 8937 requires reporting information such as the corporation name, EIN, description of the organizational action, date of action, and the impact on the tax basis, including calculations for stock basis changes.