Fillable Report of Organizational Actions Affecting Basis of Securitie 2017 Form-8937

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Report of Organizational Actions Affecting Basis of Securitie 2017 Form-8937

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The Report of Organizational Actions Affecting Basis of Securitie 2017 Form-8937 form is 2 pages long and contains:

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  • 1 check-box
  • 101 other fields

Country of origin: US
File type: PDF

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Form 8937
(December 2017)
Department of the Treasury
Internal Revenue Service
Report of Organizational Actions
Affecting Basis of Securities
▶
See separate instructions.
OMB No. 1545-0123
Part I Reporting Issuer
1 Issuer's name 2 Issuer's employer identification number (EIN)
3 Name of contact for additional information 4 Telephone No. of contact 5 Email address of contact
6 Number and street (or P.O. box if mail is not delivered to street address) of contact 7
City, town, or post office, state, and ZIP code of contact
8 Date of action 9 Classification and description
10 CUSIP number 11 Serial number(s) 12 Ticker symbol 13 Account number(s)
Part II Organizational Action Attach additional statements if needed. See back of form for additional questions.
14 Describe the organizational action and, if applicable, the date of the action or the date against which shareholders' ownership is measured for
the action
▶
15 Describe the quantitative effect of the organizational action on the basis of the security in the hands of a U.S. taxpayer as an adjustment per
share or as a percentage of old basis
▶
16 Describe the calculation of the change in basis and the data that supports the calculation, such as the market values of securities and the
valuation dates
▶
For Paperwork Reduction Act Notice, see the separate Instructions.
Cat. No. 37752P
Form
8937 (12-2017)
dd mmm yyyy
Form 8937 (12-2017)
Page 2
Part II Organizational Action (continued)
17 List the applicable Internal Revenue Code section(s) and subsection(s) upon which the tax treatment is based
▶
18 Can any resulting loss be recognized?
▶
19 Provide any other information necessary to implement the adjustment, such as the reportable tax year
▶
Sign
Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and
belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge.
Signature
▶
Date
▶
Print your name
▶
Title
▶
Paid
Preparer
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Print/Type preparer's name
Preparer's signature Date
Check if
self-employed
PTIN
Firm's name
▶
Firm's address
▶
Firm's EIN
▶
Phone no.
Send Form 8937 (including accompanying statements) to: Department of the Treasury, Internal Revenue Service, Ogden, UT 84201-0054
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Report of Organizational Actions Affecting Basis of Securitie 2017 Form-8937

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Completed 18 May 2019

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