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For Paperwork Reduction Act Notice, see your tax return instructions. Cat. No. 71478U. Schedule 2 (Form 1040) 2020.
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.
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
Form (December 8937 2017) Department of the Treasury Internal Revenue Service. Report of Organizational Actions. Affecting Basis of Securities. See separate instructions.
U.S. Internal Revenue Service Form 8937 - Report of Organizational Actions Affecting Basis of Securities (2020)
Send Form 8937 (including accompanying statements) to: Department of the Treasury, Internal Revenue Service, Ogden, UT 84201-0054 Distributions for the tax year ending December 31, 2020. Internal Revenue Code Sections 301(c) and 316(a)
Form 8937 (December 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 1 Issuer's name 2 Issuer's employer identification number (EIN)
