Form 8886 Reportable Transaction Disclosure Statement Page 2
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Form 8886 (Rev. 12-2007)
Page
7
Facts
a Identify the type of tax benefit generated by the transaction. Check all the boxes that apply (see instructions).
Deductions
Exclusions from gross income
Tax credits
Other
Capital loss
Nonrecognition of gain
Deferral
Ordinary loss
Adjustments to basis
Absence of adjustments to basis
b Further describe the amount and nature of the expected tax treatment and expected tax benefits generated by the transaction for
all affected years. Include facts of each step of the transaction that relate to the expected tax benefits including the amount and
nature of your investment. Include in your description your participation in the transaction and all related transactions regardless
of the year in which they were entered into. Also, include a description of any tax result protection with respect to the transaction.
8
Identify all tax-exempt, foreign, and related entities and individuals involved in the transaction. Check the appropriate box(es) (see
instructions). Include their name(s), identifying number(s), address(es), and a brief description of their involvement. For each foreign
entity, identify its country of incorporation or existence. For each related entity, explain how it is related. (Attach additional sheets,
if necessary.)
a Type of entity:
Tax-exempt
Foreign
Related
Identifying number
Name
Address
Description
b
Type of entity:
Tax-exempt
Foreign
Related
Identifying number
Name
Address
Description
8886
Form
(Rev. 12-2007)
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