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 information about an individual's or business's income, deductions, and tax liability to the relevant tax authority. These forms are necessary to comply with tax laws and fulfill tax obligations. Tax forms vary depending on the country and the specific tax requirements in place. Here are some common types of tax forms:

Individual Tax Forms: These forms are used by individual taxpayers to report their personal income and claim deductions, credits, and exemptions. Examples include the 1040 form in the United States or the Self-Assessment Tax Return form in the United Kingdom.

Business Tax Forms: Business tax forms are used by companies, partnerships, or self-employed individuals to report their business income, expenses, and other tax-related information. Examples include the Schedule C form (Profit or Loss from Business) in the United States or the CT600 form (Company Tax Return) in the United Kingdom.

Payroll Tax Forms: These forms are used by employers to report the wages, salaries, and taxes withheld from their employees' paychecks. Examples include the W-2 form in the United States or the P60 form in the United Kingdom.

Sales Tax Forms: Sales tax forms are used by businesses to report and remit sales tax collected on taxable goods or services. The specific sales tax forms vary by jurisdiction.

Value Added Tax (VAT) Forms: VAT forms are used in countries that impose a value-added tax to report and remit VAT collected on sales and claim VAT credits for purchases. Examples include the VAT return forms used in many countries.

Estimated Tax Forms: Estimated tax forms are used to report and pay estimated taxes on income that is not subject to withholding, such as self-employment income or investment income.

These are just a few examples of the numerous tax forms that may exist. The specific forms required depend on the tax laws and regulations in your country or jurisdiction. It is important to consult the tax authority's guidelines or seek professional advice to determine which forms are applicable to your situation.

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