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General Instructions. Who Must File. File Form 8937 if you are an issuer of a specified security that takes an organizational action that affects the basis of that security. A specified security is: Any share of stock in an entity organized as, or treated for federal tax purposes as, a corporation, or.
8937. 14 Describe the organizational action and, if applicable, the date of the action or the date against which shareholders' ownership is measured for the action . 15 Describe the quantitative effect of the organizational action on the basis of the security in the hands of a U.S. taxpayer as an adjustment per share or as a percentage of old ...
File Form 8937 if you are an issuer of a specified security that takes an organizational action that affects the basis of that security. Current Revision Form 8937 PDF
July 2, 2012: Distribution per share $0.125 : Return of Capital per share $0.065 October 1, 2012: Distribution per share $0.125 : Return of Capital per share $0.065 ... Send Form 8937 (including accompanying statements) to: Department of the Treasury, Internal Revenue Service, Ogden, UT 84201-0054 Section 301 Not applicable
Form (December 8937 2017) Department of the Treasury Internal Revenue Service. Report of Organizational Actions. Affecting Basis of Securities. See separate instructions. OMB No. 1545-0123. Part I. Reporting Issuer. Issuer's name.
ATTACHMENT TO FORM 8937. 14. Describe the organizational action and, if applicable, the date of the action or the date against which shareholders' ownership is measured for the action. On June 3, 2021 (the “Redemption Date”), Stanley Black & Decker, Inc. (the “Company”) redeemed (the “Redemption”) all of its outstanding Series C ...
25 kwi 2024 · Form 8937. To facilitate tax basis reporting, since January 2012, the Internal Revenue Service has required certain securities activity to be reported on Form 8937. These activities include forward splits, reverse splits and return of capital distributions.
