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).

Form 8937

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Report of Organizational Actions Affecting Basis of Securities

Rev. December 2017

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.

Instructions

Form 8937 Instructions - Instructions for Form 8937, Report of Organizational Actions Affecting Basis of Securities

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FAQ

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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Tax forms

Form 8937 is one of Tax forms that are documents used to report income, deductions, and tax liability to the relevant tax authority. These forms are an essential part of the tax filing process and are used to ensure individuals and businesses comply with tax laws and accurately calculate their tax obligations.

The specific tax forms required can vary depending on factors such as an individual's filing status, sources of income, and the country's tax laws. However, here are some common types of tax forms:

Individual Income Tax Forms: These forms, such as the 1040 series in the United States, are used by individuals to report their income, claim deductions and credits, and calculate their tax liability.

Business Tax Forms: Businesses, including sole proprietorships, partnerships, corporations, and self-employed individuals, may have to file various forms to report their income, expenses, and taxes owed. Examples include Schedule C (Profit or Loss from Business) and Form 1120 (U.S. Corporation Income Tax Return).

Employment Tax Forms: Employers are required to report employee wages and withhold and remit payroll taxes. Forms such as W-2 (Wage and Tax Statement) and 941 (Employer's Quarterly Federal Tax Return) are used for this purpose.

Investment and Retirement Account Forms: These forms are used to report investment income, capital gains, and losses, as well as contributions and distributions from retirement accounts. Examples include Form 1099-DIV (Dividends and Distributions) and Form 5498 (IRA Contribution Information).

Estate and Gift Tax Forms: When a person passes away or makes significant gifts, specific forms such as Form 706 (United States Estate (and Generation-Skipping Transfer) Tax Return) and Form 709 (United States Gift (and Generation-Skipping Transfer) Tax Return) are used to report and calculate any applicable estate or gift taxes.

It is important to note that tax laws and forms can change over time, so individuals and businesses should consult the relevant tax authority or seek professional tax advice to ensure compliance with the current requirements.

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