Get the free Form 8937 Rev December 2011 - John Hancock Hedged Equity Income Fund - December 15 2...

8937 Report of Organizational Actions Affecting Basis of Securities Form (December 2011) Department of the Treasury Internal Revenue Service Part I OMB No. 15452224 See separate instructions. Reporting

How to fill out form 8937 rev december

How to Fill out Form 8937 Rev December:

1. Start by obtaining the form: Form 8937 Rev December can be downloaded from the official website of the Internal Revenue Service (IRS) or requested from the IRS directly. Make sure you have the most recent version of the form.
2. Provide identifying information: At the top of the form, you will need to fill in your name, address, and employer identification number (EIN). This information helps the IRS identify the filer.
3. Enter the description of the organizational action: In this section, you need to describe the organizational action that triggered the filing of Form 8937. It could be a merger, acquisition, stock split, or any other event that affects the basis of securities.
4. Provide details of the affected securities: In this part, you will need to list the types of securities involved in the organizational action. Include the security name, number of shares, and CUSIP number if applicable. If multiple securities are involved, use additional sheets if necessary.
5. Determine and report the establishment date: The establishment date is the date on which the organizational action became effective. It is crucial to accurately report this date as it will affect the calculation of basis adjustments. Make sure to mention the specific time zone as well.
6. Calculate and report the basis adjustments: In this section, you need to determine the adjustments to the basis of the affected securities. Depending on the nature of the organizational action, you may need to calculate adjustments for stock splits, mergers, acquisitions, or other events. Provide the necessary computations and include any required supporting documentation.
7. Attach any supporting documentation: If there are any supporting documents required to substantiate the basis adjustments or the organizational action, make sure to attach them to the form. This may include statements from the organization, shareholder communication, or other relevant documents.

Who needs Form 8937 Rev December:

1. Corporations undergoing organizational changes: Companies that have undergone corporate actions such as mergers, acquisitions, or spin-offs may need to file Form 8937 to report the basis adjustments to their shareholders.
2. Shareholders affected by organizational actions: Individuals or entities that hold securities that have been impacted by an organizational action may need Form 8937 to adjust the basis of their holdings for tax purposes.
3. Tax professionals and accountants: Tax professionals who provide services to corporations or individuals involved in organizational actions should be familiar with Form 8937 and its requirements. They may need to assist their clients in preparing and filing the form accurately.

Remember, it is always recommended to consult with a tax professional or accountant to ensure compliance with IRS guidelines and accurate completion of Form 8937.

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What is form 8937 rev december?

Form 8937 rev december is used to report organizational actions that affect the basis of securities.

Who is required to file form 8937 rev december?

Any corporation that is a party to an organizational action that affects the basis of securities.

How to fill out form 8937 rev december?

Form 8937 rev december should be completed with accurate information regarding the organizational action and its impact on the basis of securities.

What is the purpose of form 8937 rev december?

The purpose of form 8937 rev december is to report any organizational actions that affect the basis of securities.

What information must be reported on form 8937 rev december?

The form must report details of the organizational action, the issuer, securities affected, and the impact on the basis of securities.