This form is filed separately from a tax return. It is a signature document and instructions are found below for when and how to file it. If this sale affects the basis of your remaining securities then you might need to file it.
- When To File Form 8937: must be filed with the IRS on or before the 45th day following the organizational action or, if earlier, January 15 of the year following the calendar year of the organizational action. You may file the return before the organizational action if the quantitative effect on basis is determinable. For purposes of determining this deadline, a redemption occurs on the last day a holder may redeem a security.
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