Instructions for IRS Form 8937 Report of Organizational Actions Affecting Basis of Securities

IRS Form 8937 Report of Organizational Actions Affecting Basis of Securities

This document contains official instructions for IRS Form 8937 , Report of Organizational Actions Affecting Basis of Securities - a tax form released and collected by the Internal Revenue Service (IRS), a subdivision of the U.S. Department of the Treasury. An up-to-date fillable IRS Form 8937 is available for download through this link.

FAQ

Q: What is IRS Form 8937?
A: IRS Form 8937 is a report that documents organizational actions that may affect the basis of securities.

Q: What does IRS Form 8937 report?
A: IRS Form 8937 reports organizational actions that can result in changes to the cost basis or tax treatment of securities.

Q: Who is required to file IRS Form 8937?
A: The issuer of securities that undergo organizational actions affecting basis is required to file IRS Form 8937.

Q: What are examples of organizational actions that may require filing IRS Form 8937?
A: Examples of organizational actions include stock splits, mergers, acquisitions, spin-offs, and dividend reinvestment programs.

Q: What information is included in IRS Form 8937?
A: IRS Form 8937 includes details about the organizational action, the affected securities, and the calculated change in basis or other tax consequences.

Q: Is filing IRS Form 8937 optional?
A: No, filing IRS Form 8937 is mandatory for issuers of securities that undergo organizational actions affecting basis.