Effective January 1, 2011, Internal Revenue Code Section 6045B requires issuers of corporate stock to provide information regarding corporate actions that affect stock basis. Form 8937, Report of Organizational Actions Affecting Basis in Securities, is used to report such information.
The following is a Form 8937 in connection with Ventas, Inc’s corporate actions that affect stock basis:
Form 8937 – Ventas, Inc. 2019 Nontaxable Distributions
The following are Form 8937s in connection with New Senior Investment Group’s corporate actions that affect stock basis:
Form 8937 – New Senior Investment Group 2021 – Common Shares
Form 8937 – New Senior Investment Group 2021 – Preferred Shares
Form 8937 – New Senior Investment Group 2021 – Merger
Form 8937 – New Senior Investment Group 2020 – Common Shares
Form 8937 – New Senior Investment Group 2020 – Preferred Shares
Form 8937 – New Senior Investment Group 2019 – Common Shares
Form 8937 – New Senior Investment Group 2019 – Preferred Shares
Form 8937 – New Senior Investment Group 2018
Form 8937 – New Senior Investment Group 2017
Form 8937 – New Senior Investment Group 2016
Form 8937 – New Senior Investment Group 2015
The following is a Form 8937 in connection with the spin-off of Care Capital Properties’ corporate actions that affect stock basis:
Form 8937 – Ventas, Inc. 2015 Tax-Free Spin-Off of Care Capital Properties
The following are Form 8937s in connection with American Realty Capital Healthcare Trust, Inc’s corporate actions that affect stock basis:
Form 8937 – January 16, 2015 Merger of American Realty Capital Healthcare Trust, Inc. Shares into Ventas, Inc.
Form 8937 AMENDED – American Realty Capital Healthcare Trust, Inc. 2015 Nontaxable Distributions
Form 8937 – American Realty Capital Healthcare Trust, Inc. 2014 Nontaxable Distributions
Form 8937 – American Realty Capital Healthcare Trust, Inc. 2013 Nontaxable Distributions
Form 8937 – American Realty Capital Healthcare Trust, Inc. 2012 Nontaxable Distributions
Form 8937 – American Realty Capital Healthcare Trust, Inc. 2011 Nontaxable Distributions
The following are Form 8937s in connection with Cogdell Spencer, Inc.’s corporate actions that affect stock basis:
Form 8937 – Cogdell Spencer, Inc. 2012 Nontaxable Distributions – Common Stock
Form 8937 – Cogdell Spencer, Inc. 2012 Nontaxable Distributions – Preferred Stock
Form 8937 – Cogdell Spencer, Inc. 2011 Nontaxable Distributions
The following are Form 8937s in connection with Nationwide Health Properties, Inc.’s 2011 corporate actions that affect stock basis:
Form 8937 – July 1, 2011 Merger of Nationwide Health Properties, Inc. Shares into Ventas, Inc.
Form 8937 – Nationwide Health Properties, Inc. 2011 Nontaxable Distributions