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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Federal tax forms

Form 8937 is one of Federal tax forms that are documents used to report and file federal income taxes with the Internal Revenue Service (IRS) in the United States. These forms are used by individuals, businesses, and organizations to report their income, deductions, and other relevant information necessary for calculating their federal tax liability.

The most commonly used federal tax form is the Form 1040, which is used by individual taxpayers to report their personal income tax. Other commonly used forms include the Form 1065 for partnerships, Form 1120 for corporations, and Form 990 for tax-exempt organizations.

Federal tax forms typically require taxpayers to report various sources of income, such as wages, salaries, and tips, as well as income from investments, rental properties, and other sources. The forms also allow taxpayers to claim deductions and credits for various expenses, such as charitable contributions, mortgage interest, and healthcare expenses.

It is important to file federal tax forms accurately and on time, as failure to do so can result in penalties and interest charges from the IRS.

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