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If you look at the form 8937 (go to line 16 in page 5), you can see that 55.17% of the value belongs to UTX(RTX) and 44.83% of the value belongs to the combined entity of CARR+ OTIS. STEP1 IN QUICKEN Execute the first Spinoff 1. Form 8937 (December 2011) Department of the Treasury Internal Revenue Service Report of Organizational Actions Affecting Basis of Securities a See separate instructions. Information about Form 8937, Report of Organizational Actions Affecting Basis of Securities, including recent updates, related forms, and instructions on how to file. United Technologies then changed its name to Raytheon Technologies Corporation and started trading under ticker symbol RTX.

As of the effective time of the Merger, UTC changed its name to Raytheon Technologies Corporation (RTX). Further information on the above transaction is included in the IRS form 8937 for RTN https://investors.rtx.com/static-files/4085ba22-0f57-4885-8e24-fa5ec337bc20 Please refer to the separate Form 8937 describing the impact of … United Technologies and Raytheon Complete Merger of Equals Transaction 161.6 KB About the Exchange of Shares of Raytheon Company Common Stock 193.7 KB IRS Form 8937 for United Technologies Corporation 643 KB OMB No. Canadian shareowners' tax-information on the Carrier & Otis spinoffs - click here. Issuers of a specified security that take an organizational action that affect the basis of that security file Form 8937. IRS Form 8937 for United Technologies Corporation 643 KB. About Our Merger with Rockwell Collins 337.6 KB.

New shares issued 1 per old share 4. 1545-2224 Part I Reporting Issuer 1 Issuer's name 2 Issuer's employer identification number (EIN) RTX common stock started trading on the NYSE under the ticker symbol “RTX” on April 3, 2020. IRS Form 8937 for Raytheon Company 628.2 KB. IRS Form 8937 for Raytheon Company 628.2 KB. IRS Form 8937 for Rockwell Collins 121.6 KB. Security Name : United technologies 2. About the Exchange of Shares of Raytheon Company Common Stock 193.7 KB. Raytheon and United Technologies Obtain All Regulatory Approvals to Close Merger of Equals 64.4 KB. New Company Carrier Global Corp 3. IRS Form 8937 for United Technologies Corporation 643 KB.