Form 8937 Instructions and Reporting for 2022
This document provides detailed instructions for completing Form 8937, which reports organizational actions affecting the basis of securities. This specific form pertains to Amazon.com, Inc.'s 20-for-1 stock split executed on May 27, 2022. It is essential for shareholders for accurate tax reporting.
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How do I fill this out?
To fill out Form 8937, begin by gathering information about the issuer and the organizational action that occurred. Next, accurately fill in the details regarding the quantitative effect of the action on your shares. Finally, ensure your calculations of the adjusted basis per share are correct and sign the form.
How to fill out the Form 8937 Instructions and Reporting for 2022?
1
Gather the necessary information about the issuer and the corporate action.
2
Fill in the issuer's details, including the employer identification number and contact information.
3
Describe the organizational action, including dates and classifications.
4
Calculate the change in basis for your shares and provide any necessary supporting data.
5
Sign and date the form before submission.
Who needs the Form 8937 Instructions and Reporting for 2022?
1
Shareholders of Amazon.com, Inc. who are affected by the stock split need this form for tax reporting.
2
Tax preparers who assist clients in navigating organizational actions affecting their securities.
3
Accountants managing portfolios that include shares of public companies.
4
Financial advisors guiding clients on implications of stock splits.
5
Corporate finance teams needing to document and report organizational actions.
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What are the instructions for submitting this form?
To submit Form 8937, mail the completed form to the Department of the Treasury, Internal Revenue Service, Ogden, UT 84201-0054. You may also consider including it with your annual tax return submission. For any specific inquiries, reach out to the IRS or consult with a tax professional for guidance.
What are the important dates for this form in 2024 and 2025?
Important dates related to Form 8937 for 2024 and 2025 will largely depend on fiscal year timelines and specific corporate actions. It is crucial to stay updated on IRS guidance for any imminent changes or deadlines. Ensure you file this form timely to avoid penalties.
What is the purpose of this form?
The purpose of Form 8937 is to provide shareholders with necessary information regarding organizational actions that may impact the basis of their securities. This form ensures that shareholders report these actions correctly on their tax returns, thus maintaining compliance with IRS guidelines. Additionally, it aids in preventing misunderstandings between shareholders and tax authorities regarding capital adjustments.
Tell me about this form and its components and fields line-by-line.
- 1. Issuer's Name: The legal name of the company issuing the securities.
- 2. Employer Identification Number (EIN): The unique identifier assigned to the issuer by the IRS.
- 3. Contact Information: Details of the contact person for inquiries regarding the form.
- 4. Date of Action: The date on which the organizational action (i.e. stock split) occurred.
- 5. Description of Action: A detailed description of the organizational action taken.
- 6. CUSIP Number: A unique identifier for the security in question.
- 7. Ticker Symbol: The stock ticker symbol used to identify the company's shares.
- 8. Quantitative Effect: Information on how the action affects the basis of shares owned.
- 9. Signature: The declaration confirming the accuracy of the provided information.
What happens if I fail to submit this form?
Failing to submit Form 8937 can lead to issues with tax reporting and compliance, potentially resulting in penalties from tax authorities. It is crucial to provide accurate information to avoid complications during tax season.
- Tax Penalties: Not submitting the form could lead to penalties for incorrect tax reporting.
- Inaccurate Tax Records: Failure to file can result in discrepancies in tax records.
- Legal Consequences: Continued non-compliance may lead to further legal actions by tax authorities.
How do I know when to use this form?
- 1. Stock Splits: When a company splits its shares, this form details the impact on basis.
- 2. Mergers: In case of mergers, use this form to report adjustments to security basis.
- 3. Rights Offerings: If you participate in a rights offering, this form helps document any changes.
Frequently Asked Questions
What is Form 8937?
Form 8937 is used to report organizational actions affecting the basis of securities.
Who should complete Form 8937?
Shareholders and their tax professionals should complete Form 8937 to accurately report adjustments.
How do I submit Form 8937?
You can submit Form 8937 via mail to the IRS or include it with your tax filings.
What if I make a mistake on Form 8937?
You can correct it by revising the form and re-submitting it before the deadline.
Can I edit Form 8937 online?
Yes, you can use PrintFriendly to edit Form 8937 easily.
Is it necessary to sign Form 8937?
Yes, signing Form 8937 validates your submission and adherence to tax laws.
What details do I need to provide?
You must provide the issuer's information, organizational action details, and adjustments to share basis.
When is Form 8937 due?
Form 8937 is typically due when you file your annual tax return.
What is the purpose of the stock split mentioned?
The stock split increases the number of shares while maintaining the same total value for shareholders.
Where can I find instructions for completing Form 8937?
Instructions for Form 8937 can be found within the IRS guidelines or on PrintFriendly’s platform.
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