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This form is used to report organizational actions affecting the basis of securities to the IRS. It provides detailed information regarding the issuer, the action taken, and the impact on shareholders.
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How to fill out form 8937
How to fill out form 8937
01
Start by downloading Form 8937 from the IRS website.
02
Read the instructions provided to understand the purpose of the form.
03
Fill in the name of the entity that filed the tax return on the line provided.
04
Provide the correct Employer Identification Number (EIN) or Social Security Number (SSN) for the entity.
05
Indicate the tax year for which the form is being completed.
06
Enter the date of the organizational action or transaction.
07
Describe the organizational action (e.g., stock split, distribution) in detail.
08
Include the relevant amounts distributed to shareholders or investors.
09
Provide information on the applicable IRS regulations pertaining to the organizational action.
10
Review the completed form for accuracy and submit it as required.
Who needs form 8937?
01
Form 8937 is needed by corporations, partnerships, or other entities that have engaged in an organizational action that affects the federal tax treatment of a security, such as a stock split or a distribution.
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What is form 8937?
Form 8937 is used to report organizational actions that affect the basis of securities, such as stock splits, mergers, and similar corporate events.
Who is required to file form 8937?
Companies that make organizational actions affecting their securities are required to file Form 8937.
How to fill out form 8937?
To fill out Form 8937, you need to provide details about the organizational action, including dates, descriptions, and the impact on the basis of securities.
What is the purpose of form 8937?
The purpose of Form 8937 is to provide information to shareholders and the IRS regarding actions taken by a corporation that affect the adjusted basis of its securities.
What information must be reported on form 8937?
The information that must be reported includes the type of organizational action, the date of action, description of the action, and how it affects the basis of the securities.
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