Search results
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.
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...
File Form 8937 when an organizational action affects the basis of holders of a security or holders of a class of the security. For example, you must file Form 8937 if you make a nontaxable cash distribution to shareholders or if you make a nontaxable stock distribution to shareholders, including a stock split.
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.
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.
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 ...
On January 11, 2012, Dreyfus Research Growth Fund, Inc. acquired all of the assets and assumed all of the liabilities of the issuer solely in exchange for shares of beneficial interest.
