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IRS Form 8937 Report of Organizational Actions Affecting Basis of Securities
What Is IRS Form 8937?
This is a tax form that was released by the Internal Revenue Service (IRS) - a subdivision of the U.S. Department of the Treasury on December 1, 2017. Check the official IRS-issued instructions before completing and submitting the form.
FAQ
Q: What is IRS Form 8937?A: IRS Form 8937 is a form used to report organizational actions that may affect the basis of securities.
Q: Who needs to file IRS Form 8937?A: Companies or entities that have undergone organizational actions affecting the basis of securities need to file IRS Form 8937.
Q: What are organizational actions that may affect the basis of securities?A: Organizational actions that may affect the basis of securities include mergers, acquisitions, stock splits, and spin-offs, among others.
Q: Why is it important to file IRS Form 8937?A: Filing IRS Form 8937 is important for maintaining accurate records and providing information to shareholders regarding the tax implications of organizational actions.
Q: Do individuals need to file IRS Form 8937?A: Generally, individuals do not need to file IRS Form 8937. It is primarily filed by companies or entities.
Q: Are there any penalties for not filing IRS Form 8937?A: There may be penalties for failing to file IRS Form 8937, as required by the IRS. It is important to comply with the filing requirements.
Q: What information is included in IRS Form 8937?A: IRS Form 8937 includes information about the organizational action, the effect on the basis of securities, and any tax implications.
Q: When is IRS Form 8937 due?A: IRS Form 8937 is generally due within 45 days after the organizational action that affects the basis of securities.
Q: Can I e-file IRS Form 8937?A: Currently, the IRS does not provide an option to e-file IRS Form 8937. It must be filed in paper format.
Form Details:
- A 2-page form available for download in PDF;
- Actual and valid for filing 2023 taxes;
- Editable, printable, and free;
- Fill out the form in our online filing application.
Download a fillable version of IRS Form 8937 through the link below or browse more documents in our library of IRS Forms.
Download IRS Form 8937 Report of Organizational Actions Affecting Basis of Securities
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