DianeW777
Expert Alumni

Get your taxes done using TurboTax

Form 8937 is filed by the organization who is making changes to the stock. This document will provide you changes to your stock basis which you will use on your tax return to determine your gain or loss.

 

If you are unsure how to proceed with the information you have, you could choose to use TurboTax Live Full Service.

 

@KathleenSeidel 

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