IRS Form 8937

IRS Form 8937

Issuers of corporate securities are required to complete Internal Revenue Service Form 8937 to report organizational actions that affect the basis of the securities involved in the organizational action, including certain exchanges of stock for other stock.  The tax information contained in Form 8937 and the related attachment is provided for informational purposes only and should not be taken as legal or tax advice. Please consult your personal tax advisor for assistance as to how this information will impact your specific tax situation.