2025 Printable Template
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Form last updated: 03/2024. Please verify this is the current version before use.
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What is a 8937 used for?
Form 8937 is used by issuers of specified securities to report organizational actions that affect the basis of those securities. This form helps ensure that investors have the necessary information to accurately adjust their investment records in compliance with IRS regulations.
Who needs to fill out a 8937 form
Issuers of specified securities, such as corporations, that undertake organizational actions affecting the basis of securities.
How to fill out a 8937 online?
Follow these steps to complete your 8937 form online.
Frequently Asked Questions
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You must include the issuer's name, address, taxpayer identification number, type of organizational action, date of the action, and a detailed description of the basis changes.
Yes, issuers must provide a copy to security holders or post it on their primary public website.
Yes, multiple actions can be reported on one form if they occur within the same calendar year and affect the same security.
