Schedule D (Form 941) - Report Of Discrepancies Caused By Acquisitions, Statutory Mergers, Or Consolidations - 2011

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Schedule D (Form 941):
Report of Discrepancies Caused by Acquisitions, Statutory Mergers, or Consolidations
(Rev. June 2011)
Department of the Treasury—Internal Revenue Service
OMB No. 1545-0029
Tax Year of Discrepancies
(Fill in)
Employer Identification Number (EIN)
Format: YYYY
Name (not your trade name)
Trade name (if any)
Type of Submission
(Check one)
Address
Number
Street
Suite or room number
Original
City
State
ZIP code
Corrected
Phone number
About this schedule
Each year the Internal Revenue Service (IRS) and the Social Security Administration (SSA) compare the totals on your Forms 941,
Employer’s QUARTERLY Federal Tax Return, with the totals on Forms W-2, Wage and Tax Statement, to verify that:
• The wages you reported on Forms 941 match those you reported on Forms W-2 (Copy A) so that your
employees’ social security earnings records are complete for benefit purposes; and
• You have paid the appropriate taxes.
Generally, the totals on your Forms W-2 (Copy A) should equal the totals you reported on Forms 941. Use this schedule if discrepancies
exist between the totals you reported on those forms ONLY as a result of an acquisition, statutory merger, or consolidation. In many cases,
the information on this schedule should help the IRS resolve discrepancies without contacting you. If you are an eligible employer
who elects to use the alternate procedure set forth in Rev. Proc. 2004-53, explained in the instructions, you should file this schedule.
Read the separate instructions before you fill out this schedule.
Part 1: Answer these background questions.
1. Are you filing this schedule —
After a statutory merger or consolidation? (See Rev. Rul. 62-60, 1962-1 C.B. 186 and Rev. Proc. 2004-53, 2004-2 C.B. 320.)
You are either:
An acquired corporation or
A surviving corporation.
OR
After an acquisition and you are using the alternate procedure under Rev. Proc. 2004-53, 2004-2 C.B. 320?
You are either:
A predecessor or
A successor.
2. The effective date of the statutory merger/consolidation or acquisition is
. . . . . . . . .
MM
/
DD
/
YYYY
3. The OTHER PARTY in this transaction is . . .
Other party’s EIN
Other party’s name
Trade name (if any)
Address
Number
Street
Suite or room number
City
State
ZIP code
Phone number
Next
For Paperwork Reduction Act Notice, see separate instructions.
Cat. No. 38791Y
Schedule D (Form 941) (Rev. 6-2011)

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