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Demystifying Form 8937 - What You Need to Know • Form 8937 Explained • Learn about the essential Form 8937, which informs the IRS and investors about corpora...
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.
The requirement to file Form 8937 applies to both domestic and foreign issuers of securities if the security is owned by U.S. taxpayers, either directly or as a depositary receipt. This filing requirement applies to organizational actions occurring after 2010 for a specified security as follows.
Form 8937, also known as the "Report of Organizational Actions Affecting Basis of Securities," is a document filed with the Internal Revenue Service (IRS). The purpose of this form is to report any corporate actions that affect the basis of securities held by shareholders or investors.
Issuers of corporate securities are required to complete internal Revenue Service Form 8937 to report organizational actions, including tax-free reorganizations and nontaxable distributions that affect the basis of the securities involved in the organizational action.
This form is a revised version of an estimate form 8937 that was provided before earnings and profits calculations were finalized subsequent to the fund's October 31, 2016 fiscal year end.
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
