2025年1月28日 · File Form 8937 if you are an issuer of a specified security that takes an organizational action that affects the basis of that security.

File Form 8937 when an organizational action affects the basis of holders of a security or holders of a class of the security. For example, you must file Form 8937 if you make a nontaxable cash distribution to shareholders or if you make a nontaxable stock distribution to shareholders, including a stock split.

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

2024年12月31日 · Form 8937 is filed by issuers of specified securities to report organizational actions that affect the basis of the securities.

Form 8937, also known as the "Report of Organizational Actions Affecting Basis of Securities," is a document filed with the Internal Revenue Service (IRS). The purpose of this form is to report any corporate actions that affect the basis of securities held by shareholders or investors.

Get tax form 8937 and see tax preparation data for mid-cap ETFs, Admiral Shares, and prior tax years.

Form 8937 is generated when an issuer of a security experiences any organizational activity, such as return of capital, that affects the basis of that security.

Send Form 8937 (including accompanying statements) to: Department of the Treasury, Internal Revenue Service, Ogden, UT 84201-0054 IRC Section 301(c), Section 316(a), Section 316(b)(4), Section 852(c).

Form 8937 The Internal Revenue Service (IRS) requires regulated investment companies (mutual funds) to report certain “organizational actions” to shareholders and the IRS, when the organizational action affects the tax basis of your shares.

File Form 8937 when an organizational action affects the basis of holders of a security or holders of a class of the security. For example, you must file Form 8937 if you make a nontaxable cash distribution to shareholders or if you make a nontaxable stock distribution to shareholders, including a stock split.