Get the free Form 8937

This form is used by issuers to report organizational actions that affect the basis of securities to the IRS and to inform shareholders of the tax treatment of cash distributions.

How to fill out form 8937

How to fill out form 8937

1. Obtain Form 8937 from the IRS website or a tax software provider.
2. Identify the issuer of the securities and enter their name and contact information in Part 1.
3. Complete Part 2 by providing details about the exchange or reorganization that led to the reportable event.
4. In Part 3, provide the date of the event and the shareholder's basis in the securities before and after the event.
5. Fill out Part 4 with information on how the securities were distributed or the consideration paid.
6. Sign and date the form, certifying that the information is accurate to the best of your knowledge.
7. Submit Form 8937 to both the IRS and the shareholders affected by the transaction.

Who needs form 8937?

1. Corporations that undergo reorganization, merger, or similar events regarding securities.
2. Investment funds that require reporting on taxable events related to distributions.
3. Any issuer that determines there is a tax impact from the events involving its securities.

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What is form 8937?

Form 8937 is a tax form used by businesses to report the organizational actions that affect the tax basis of their securities.

Who is required to file form 8937?

Any corporation, partnership, or other entity that undergoes an organizational action that affects the basis of its securities is 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, date of the action, the type of security affected, and the amount that needs to be reported for tax purposes.

What is the purpose of form 8937?

The purpose of Form 8937 is to provide shareholders and the IRS with information about organizational actions that may impact the tax treatment of their securities.

What information must be reported on form 8937?

Form 8937 must report the type of organizational action, the date of the action, the security affected, the details of the tax basis adjustments, and the expected tax implications for shareholders.