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This form is used to report organizational actions that affect the basis of securities held by taxpayers, providing necessary details regarding distributions and adjustments to the cost basis of shares.
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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
Enter the name and address of the reporting corporation at the top of the form.
03
Provide the date of the organizational action related to the Form 8937.
04
Describe the organizational action and indicate if it pertains to a stock or bond.
05
Fill out the section that details the amount of money or other property distributed to shareholders.
06
Complete the sections related to the fair market value of the stock or bonds on the date of the organizational action.
07
Include the contact information of the person responsible for the report, typically someone in the finance or accounting department.
08
Sign and date the form before submitting it to the IRS.
Who needs form 8937?
01
Corporations that have undergone organizational actions affecting the ownership of stock or bonds.
02
Companies that are required to report taxable corporate actions to their shareholders.
03
Financial and tax reporting professionals who assist corporations in fulfilling tax obligations.
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What is form 8937?
Form 8937 is a tax form used to report organizational actions that affect the basis of securities and is typically related to corporate reorganizations, stock splits, or other changes to a company's structure.
Who is required to file form 8937?
Corporations and other entities that engage in organizational actions that impact the tax basis of their shareholders are required to file Form 8937.
How to fill out form 8937?
To fill out Form 8937, one must provide details about the organizational action, the applicable IRS guidance, the date of the action, and the specifics of how it affects shareholders, including any adjustments to their basis.
What is the purpose of form 8937?
The purpose of Form 8937 is to inform shareholders and the IRS about actions that may affect the basis of their investments in the corporation's stock, ensuring accurate tax reporting.
What information must be reported on form 8937?
Information that must be reported on Form 8937 includes the date of the organizational action, the type of action, the new basis calculations, and any applicable adjustments to the shareholders' tax bases.
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