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Federal Report of Organizational Actions Affecting Basis of Securities
Extracted from PDF file 2023-federal-form-8937.pdf, last modified November 2017Report of Organizational Actions Affecting Basis of Securities
8937 Report of Organizational Actions Affecting Basis of Securities Form (December 2017) Department of the Treasury Internal Revenue Service Part I ▶ See separate instructions. Reporting Issuer 1 Issuer's name 2 Issuer's employer identification number (EIN) 3 Name of contact for additional information 4 Telephone No. of contact 6 Number and street (or P.O. box if mail is not delivered to street address) of contact 8 Date of action 10 CUSIP number Part II OMB No. 1545-0123 5 Email address of contact 7 City, town, or post office, state, and ZIP code of contact 9 Classification and description 11 Serial number(s) 12 Ticker symbol 13 Account number(s) Organizational Action Attach additional statements if needed. See back of form for additional questions. 14 Describe the organizational action and, if applicable, the date of the action or the date against which shareholders' ownership is measured for the action ▶ 15 Describe the quantitative effect of the organizational action on the basis of the security in the hands of a U.S. taxpayer as an adjustment per share or as a percentage of old basis ▶ 16 Describe the calculation of the change in basis and the data that supports the calculation, such as the market values of securities and the valuation dates ▶ For Paperwork Reduction Act Notice, see the separate Instructions. Cat. No. 37752P Form 8937 (12-2017) Page 2 Form 8937 (12-2017) Part II Organizational Action (continued) 17 List the applicable Internal Revenue Code section(s) and subsection(s) upon which the tax treatment is based ▶ 18 Can any resulting loss be recognized? ▶ 19 Provide any other information necessary to implement the adjustment, such as the reportable tax year ▶ Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge. Sign Here Date ▶ Signature ▶ Print your name ▶ Print/Type preparer's name Paid Preparer Use Only Preparer's signature Title ▶ Date Check if self-employed Firm's name ▶ Firm's EIN Firm's address ▶ Phone no. PTIN ▶ Send Form 8937 (including accompanying statements) to: Department of the Treasury, Internal Revenue Service, Ogden, UT 84201-0054
Form 8937 (Rev. December 2017)
More about the Federal Form 8937 Corporate Income Tax TY 2023
We last updated the Report of Organizational Actions Affecting Basis of Securities in February 2024, so this is the latest version of Form 8937, fully updated for tax year 2023. You can download or print current or past-year PDFs of Form 8937 directly from TaxFormFinder. You can print other Federal tax forms here.
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TaxFormFinder has an additional 774 Federal income tax forms that you may need, plus all federal income tax forms.
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Form Sources:
The Internal Revenue Service usually releases income tax forms for the current tax year between October and January, although changes to some forms can come even later. We last updated Federal Form 8937 from the Internal Revenue Service in February 2024.
About the Corporate Income Tax
The IRS and most states require corporations to file an income tax return, with the exact filing requirements depending on the type of company.
Sole proprietorships or disregarded entities like LLCs are filed on Schedule C (or the state equivalent) of the owner's personal income tax return, flow-through entities like S Corporations or Partnerships are generally required to file an informational return equivilent to the IRS Form 1120S or Form 1065, and full corporations must file the equivalent of federal Form 1120 (and, unlike flow-through corporations, are often subject to a corporate tax liability).
Additional forms are available for a wide variety of specific entities and transactions including fiduciaries, nonprofits, and companies involved in other specific types of business.
Historical Past-Year Versions of Federal Form 8937
We have a total of eleven past-year versions of Form 8937 in the TaxFormFinder archives, including for the previous tax year. Download past year versions of this tax form as PDFs here:
2023 Form 8937
Form 8937 (Rev. December 2017)
2022 Form 8937
Form 8937 (Rev. December 2017)
2021 Form 8937
Form 8937 (Rev. December 2017)
2020 Form 8937
Form 8937 (Rev. December 2017)
2019 Form 8937
Form 8937 (Rev. December 2017)
2018 Form 8937
Form 8937 (Rev. December 2017)
2017 Form 8937
Form 8937 (Rev. December 2017)
2016 Form 8937
Form 8937 (Rev. December 2011)
2015 Form 8937
Form 8937 (Rev. December 2011)
2012 Form 8937
Form 8937 (Rev. December 2011)
2011 Form 8937
Form 8937 (Rev. December 2011)
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