Federal Report of Organizational Actions Affecting Basis of Securities

Tax day has passed, and refunds are being processed! You can still e-file a late tax return here

with TurboTax

Report of Organizational Actions Affecting Basis of Securities
Form 8937 (Rev. December 2017)8937

Report of Organizational Actions
Affecting Basis of Securities

Form
(December 2017)
Department of the Treasury
Internal Revenue Service

Part I

▶ See

separate instructions.

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

6 Number and street (or P.O. box if mail is not delivered to street address) of contact

8 Date of action

10 CUSIP number

Part II

OMB No. 1545-0123

5 Email address of contact

7 City, town, or post office, state, and ZIP code of contact

9 Classification and description

11 Serial number(s)

12 Ticker symbol

13 Account number(s)

Organizational Action Attach additional statements if needed. See back of form for additional questions.

Describe the organizational action and, if applicable, the date of the action or the date against which shareholders' ownership is measured for
the action ▶

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 ▶

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)

Page 2

Form 8937 (12-2017)

Part II

Organizational Action (continued)

List the applicable Internal Revenue Code section(s) and subsection(s) upon which the tax treatment is based ▶

Can any resulting loss be recognized? ▶

Provide any other information necessary to implement the adjustment, such as the reportable tax year ▶

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.

Sign
Here

Date ▶

Signature ▶
Print your name ▶
Print/Type preparer's name

Paid
Preparer
Use Only

Preparer's signature

Title ▶
Date

Check
if
self-employed

Firm's name

▶

Firm's EIN

Firm's address

▶

Phone no.

PTIN

▶

Send Form 8937 (including accompanying statements) to: Department of the Treasury, Internal Revenue Service, Ogden, UT 84201-0054

Extracted from PDF file 2023-federal-form-8937.pdf, last modified November 2017

Download This Form

Print This Form

More about the Federal Form 8937 Corporate Income Tax TY 2023

We last updated the Report of Organizational Actions Affecting Basis of Securities in February 2024, so this is the latest version of Form 8937, fully updated for tax year 2023. You can download or print current or past-year PDFs of Form 8937 directly from TaxFormFinder. You can print other Federal tax forms here.

eFile your Federal tax return now

eFiling is easier, faster, and safer than filling out paper tax forms. File your Federal and Federal tax returns online with TurboTax in minutes. FREE for simple returns, with discounts available for TaxFormFinder users!

File Now with TurboTax

Other Federal Corporate Income Tax Forms:

TaxFormFinder has an additional 774 Federal income tax forms that you may need, plus all federal income tax forms.

Form Code	Form Name
Form 1040	U.S. Individual Income Tax Return
1040 (Schedule B)	Interest and Ordinary Dividends
Form W-3	Transmittal of Wage and Tax Statements Estimated
Form 1096	Annual Summary and Transmittal of U.S. Information Returns
Form 1120-H	U.S. Income Tax Return for Homeowners Associations Tax Return

Download all tax forms View all 775 Federal Income Tax Forms

Form Sources:

The Internal Revenue Service usually releases income tax forms for the current tax year between October and January, although changes to some forms can come even later. We last updated Federal Form 8937 from the Internal Revenue Service in February 2024.

Show Sources >

About the Corporate Income Tax

The IRS and most states require corporations to file an income tax return, with the exact filing requirements depending on the type of company.

Sole proprietorships or disregarded entities like LLCs are filed on Schedule C (or the state equivalent) of the owner's personal income tax return, flow-through entities like S Corporations or Partnerships are generally required to file an informational return equivilent to the IRS Form 1120S or Form 1065, and full corporations must file the equivalent of federal Form 1120 (and, unlike flow-through corporations, are often subject to a corporate tax liability).

Additional forms are available for a wide variety of specific entities and transactions including fiduciaries, nonprofits, and companies involved in other specific types of business.

Historical Past-Year Versions of Federal Form 8937

We have a total of eleven past-year versions of Form 8937 in the TaxFormFinder archives, including for the previous tax year. Download past year versions of this tax form as PDFs here:

2023 Form 8937