When is Form 8937 due?

Form 8937 must be filed with the IRS within 30 days after the earlier of the date of the organizational action or the date on which the RIC or REIT first becomes a party to a binding agreement providing for the organizational action. The form and any accompanying statement required under Regulations section 1.856-3(c)(2) must be provided to all security holders within 45 days after the organizational action.

Who is required to file Form 8937?

A regulated investment company (RIC) or real estate investment trust (REIT) that has had an organizational action affecting the basis of its securities must file Form 8937. The form must be filed with the IRS and provided to all security holders within certain timeframes.

What is Form 8937 used for?

Form 8937, Statement for the Report of Organizational Actions Affecting Basis of Securities Held by a Regulated Investment Company or Real Estate Investment Trust, is used to report organizational actions that affect the basis of securities held by a regulated investment company (RIC) or real estate investment trust (REIT). This form must be filed with the IRS and provided to all security holders within certain timeframes.

What information is required on Form 8937?

Form 8937 requires the issuer's name and employer identification number (EIN), contact information, a description of each security involved in the organizational action, and other relevant information.

What are the penalties for failing to file Form 8937?

An issuer may use an agent to satisfy the reporting requirements, but the issuer remains liable for any penalty for failure to comply unless it is shown that the failure is due to reasonable cause and not willful neglect. An acquiring or successor entity of an issuer is also responsible for satisfying these reporting obligations if the issuer has not done so.

What is an organizational action for Form 8937 purposes?

An organizational action for Form 8937 purposes includes any reorganization, merger, consolidation, spin-off, split-up, recapitalization, or other similar transaction that affects the basis of securities held by a regulated investment company (RIC) or real estate investment trust (REIT).

Obrazac 8937

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Obrazac 8937 (Rev. Prosinac 2017.)

Izvještaj o organizacijskim akcijama koje utječu na osnovu vrijednosnih

Form 8937 is a report used by organizations to provide information on actions affecting the basis of securities. It includes details such as the issuer's name, EIN, and contact information, as well as information about organizational actions and their effects on shareholders' ownership. The form also includes sections for listing applicable tax code sections and any resulting losses that can be recognized. It is used for reporting to the Internal Revenue Service.

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Obrazac 8937 Upute - Upute za obrazac 8937 (Rev. Prosinac 2017.)

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PITANJA

When is Form 8937 due?
Form 8937 must be filed with the IRS within 30 days after the earlier of the date of the organizational action or the date on which the RIC or REIT first becomes a party to a binding agreement providing for the organizational action. The form and any accompanying statement required under Regulations section 1.856-3(c)(2) must be provided to all security holders within 45 days after the organizational action.
Who is required to file Form 8937?
A regulated investment company (RIC) or real estate investment trust (REIT) that has had an organizational action affecting the basis of its securities must file Form 8937. The form must be filed with the IRS and provided to all security holders within certain timeframes.
What is Form 8937 used for?
Form 8937, Statement for the Report of Organizational Actions Affecting Basis of Securities Held by a Regulated Investment Company or Real Estate Investment Trust, is used to report organizational actions that affect the basis of securities held by a regulated investment company (RIC) or real estate investment trust (REIT). This form must be filed with the IRS and provided to all security holders within certain timeframes.
What information is required on Form 8937?
Form 8937 requires the issuer's name and employer identification number (EIN), contact information, a description of each security involved in the organizational action, and other relevant information.
What are the penalties for failing to file Form 8937?
An issuer may use an agent to satisfy the reporting requirements, but the issuer remains liable for any penalty for failure to comply unless it is shown that the failure is due to reasonable cause and not willful neglect. An acquiring or successor entity of an issuer is also responsible for satisfying these reporting obligations if the issuer has not done so.
What is an organizational action for Form 8937 purposes?
An organizational action for Form 8937 purposes includes any reorganization, merger, consolidation, spin-off, split-up, recapitalization, or other similar transaction that affects the basis of securities held by a regulated investment company (RIC) or real estate investment trust (REIT).

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OKO

Savezni porezni obrasci

Obrazac 8937 jedan je od saveznih poreznih obrazaca koji su dokumenti koji se koriste za prijavu i podnošenje saveznih poreza na dohodak Poreznoj upravi (IRS) u Sjedinjenim Državama. Ove obrasce koriste pojedinci, tvrtke i organizacije za prijavu svojih prihoda, odbitaka i drugih relevantnih informacija potrebnih za izračun saveznih poreznih obveza.

Najčešće korišten savezni porezni obrazac je obrazac 1040, koji koriste pojedinačni porezni obveznici za prijavu poreza na dohodak. Drugi često korišteni obrasci uključuju Obrazac 1065 za partnerstva, Obrazac 1120 za korporacije i Obrazac 990 za organizacije oslobođene plaćanja poreza.

Savezni porezni obrasci obično zahtijevaju od poreznih obveznika da prijave različite izvore prihoda, kao što su nadnice, plaće i napojnice, kao i prihod od ulaganja, iznajmljivanja nekretnina i drugih izvora. Obrasci također omogućuju poreznim obveznicima traženje odbitaka i kredita za razne troškove, kao što su dobrotvorni prilozi, kamate na hipotekarni kredit i troškovi zdravstvene zaštite.

Važno je podnijeti savezne porezne obrasce točno i na vrijeme, jer nepoštivanje toga može rezultirati kaznama i kamatama od Porezne uprave.

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