Get the free Form 8937

Form 8937 is used to report organizational actions that affect the basis of securities, including the necessary adjustments and tax treatment under the Internal Revenue Code. This document includes

How to fill out form 8937

How to fill out form 8937

1. Obtain Form 8937 from the IRS website or your tax software.
2. Ensure you have the necessary information about the organizational action you are reporting.
3. Fill in the corporation's name, address, EIN, and your contact information in the appropriate sections.
4. Describe the organizational action in detail, including the type of action and the date it occurred.
5. Include the amount and type of securities affected by the action.
6. Complete the sections regarding the tax implications of the action and how they are calculated.
7. Sign and date the form at the bottom before submitting it to the IRS.

Who needs form 8937?

1. Corporations that have undergone certain organizational actions, such as stock reorganizations, are required to file Form 8937.
2. Entities that need to report adjustments in stock ownership or stock basis due to corporate events.
3. Shareholders may also reference Form 8937 for tax reporting purposes when they receive distributions.

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What is form 8937?

Form 8937, titled 'Report of Organizational Actions Affecting Basis of Securities', is a form used to report the tax consequences of certain organizational actions, such as stock dividends, split-offs, or other changes in a corporation's capital structure.

Who is required to file form 8937?

Any organization that undergoes certain organizational actions that affect the basis of its securities is required to file Form 8937. This typically includes corporations and other businesses that distribute stock dividends or engage in reorganizations.

How to fill out form 8937?

Form 8937 should be filled out by providing details about the organizational action, including the description of the action, the date it took place, the affected securities, and the tax consequences for shareholders. It's important to follow the instructions provided by the IRS for accurate reporting.

What is the purpose of form 8937?

The purpose of Form 8937 is to inform the IRS and shareholders about organizational actions that may affect the basis of their securities, ensuring that the tax implications are clear and correctly reported for tax purposes.

What information must be reported on form 8937?

The information that must be reported on Form 8937 includes the name of the organization, the type of organizational action, the date of the action, a description of the securities affected, the new basis of each security, and details that will assist shareholders in accurately reporting their taxes.