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Form 8937 (December 2011) Department of the Treasury Internal Revenue Service Report of Organizational Actions Affecting Basis of Securities a See separate instructions. ... 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 ...
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.
Form . 8937 (12-2011) 12/15/2012: DISTRIBUTION PER SHARE $0.057172; RETURN OF CAPITAL PER SHARE $0.030090. Form 8937 (Rev. 12-2011) Page . 2 Part II ... Send Form 8937 (including accompanying statements) to: Department of the Treasury, Internal Revenue Service, Ogden, UT 84201-0054
You may electronically sign the Form 8937 that is posted to your website as long as you identify the individual who is signing the penalties of perjury declaration.
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.
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
