Amended form 8937-2026

1. Click ‘Get Form’ to open the amended form 8937 in the editor.
2. Begin by filling out Part I. Enter the issuer's name, employer identification number (EIN), and contact information including telephone number and email address.
3. In section 8, input the date of action. For example, if it was October 31, 2011, ensure this date is accurately reflected.
4. Proceed to describe the organizational action in Part II. Clearly state the nature of the action, such as a stock conversion, and include relevant details.
5. Next, provide quantitative effects on basis per share in section 15. Specify how shareholders should allocate their tax basis among new shares post-conversion.
6. Complete sections regarding Internal Revenue Code references and any potential loss recognition in sections 17 and 18 respectively.
7. Finally, sign and date the form at the bottom before submitting it to ensure compliance with IRS requirements.

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