Get the free Form 8937

This form is used to report organizational actions to the shareholders of The Hartford Emerging Markets Local Debt Fund that affect the basis of securities they hold. It includes details regarding

How to fill out form 8937

How to fill out form 8937

1. Obtain a copy of IRS Form 8937.
2. Review the instructions provided on the form to understand the requirements.
3. Fill in the part identifying the entity completing the form, including name and contact information.
4. Provide the relevant tax year for the information being reported.
5. Complete Part 1 by providing details of the organizational action, such as the type of transaction (e.g., stock split, dividend).
6. Fill out Part 2 with information regarding the security involved, including CUSIP number and description.
7. Complete Part 3 with details on the date of the organizational action and the number of shares or units affected.
8. Ensure accuracy in reporting the amount being distributed to shareholders and any adjustments to the basis.
9. Sign and date the form, certifying that the information provided is accurate, and retain a copy for your records.
10. Submit the form to the IRS and provide copies to shareholders if necessary.

Who needs form 8937?

1. Corporations that distribute stock or securities to shareholders.
2. Employees receiving stock options or other equity compensation.
3. Entities that undergo organizational actions affecting tax reporting.
4. Tax-exempt organizations that need to report changes affecting their investors.

For pdfFiller’s FAQs

How can I send form 8937 for eSignature?

form 8937 is ready when you're ready to send it out. With pdfFiller, you can send it out securely and get signatures in just a few clicks. PDFs can be sent to you by email, text message, fax, USPS mail, or notarized on your account. You can do this right from your account. Become a member right now and try it out for yourself!

How do I make changes in form 8937?

With pdfFiller, it's easy to make changes. Open your form 8937 in the editor, which is very easy to use and understand. When you go there, you'll be able to black out and change text, write and erase, add images, draw lines, arrows, and more. You can also add sticky notes and text boxes.

How do I edit form 8937 in Chrome?

Install the pdfFiller Chrome Extension to modify, fill out, and eSign your form 8937, which you can access right from a Google search page. Fillable documents without leaving Chrome on any internet-connected device.

What is form 8937?

Form 8937 is a form used by corporations, partnerships, and other entities to report organizational actions related to the issuance of securities, such as stock dividends, stock splits, or other changes in the ownership of stock.

Who is required to file form 8937?

Entities that take organizational actions affecting the securities they issue, including corporations and partnerships, are required to file Form 8937.

How to fill out form 8937?

To fill out Form 8937, organizations must provide information about the organizational action, including the nature and date of the action, the structure of the securities affected, and any relevant economic impacts.

What is the purpose of form 8937?

The purpose of Form 8937 is to inform shareholders and the IRS about the tax implications of organizational actions taken by a corporation or partnership, ensuring transparency and compliance with tax regulations.

What information must be reported on form 8937?

Form 8937 must report details such as the name of the issuer, the type of organizational action, the date of the action, the effective date of the action, and any tax consequences associated with the action.