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Information about Form 8937, Report of Organizational Actions Affecting Basis of Securities, including recent updates, related forms, and instructions on how to file. Issuers of a specified security that take an organizational action that affect the basis of that security file Form 8937.
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.
MADE QUARTERLY CASH DISTRIBUTIONS TO ITS SHAREHOLDERS FOR THE 2022 TAX. YEAR IN EXCESS OF ITS CURRENT AND ACCUMULATED EARNINGS AND PROFITS. ON FEBRUARY 01, 2023, POSTAL REALTY TRUST, INC. DETERMINED THAT A PORTION OF EACH OF THESE DISTRIBUTIONS REPRESENTS A RETURN OF CAPITAL TO SHAREHOLDERS.
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 (12-2017) Page 2 Part II Organizational Action (continued) 17 List the applicable Internal Revenue Code section(s) and subsection(s) upon which the tax treatment is based a
16 paź 2024 · You should file Form 1040 Schedule 2 along with Form 1040, Form 1040-SR, or Form 1040-NR to report taxes not included in the basic tax forms. If you owe alternative minimum tax (AMT), use Form 1040 Schedule 2 to report the amount. You’ll also need to complete and include Form 6251.
Get federal tax forms for current and prior years. Get the current filing year’s forms, instructions, and publications for free from the IRS. Download them from IRS.gov. Order online and have them delivered by U.S. mail.
