Form 9423 2010-2026

1. Click ‘Get Form’ to open it in the editor.
2. Begin by entering your User ID in the designated field at the top of the form. This helps identify your submission.
3. Fill in the date of sale or exchange in Box 1. Ensure that this reflects the actual trade date for accuracy.
4. In Box 2, input the aggregate amount received, which includes cash and fair market value of any stock exchanged.
5. Enter the number of shares exchanged in Box 3. This is crucial for reporting purposes.
6. For Box 4, specify the classes of stock exchanged. Use abbreviations like 'C' for common stock or 'P' for preferred stock.

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