Fillable Form Clt-4 - Corporation License Tax Return

Form CLT-4, Page 2

FEIN________________________

Part III - continued

Was your corporation included as a member of a consolidated group for Internal Revenue Service ﬁ ling

purposes? ...............................................................................................................................................................

Yes

If “Yes,” you will need to provide support for your consolidated taxable income by attaching pages 1 through

4 of the consolidated federal Form 1120 that you ﬁ led with the Internal Revenue Service.

Enter the ultimate U.S. parent’s FEIN: _____________________

and Name: _____________________________________

Did an individual at the end of the taxable year own, directly or indirectly, 50% or more of the voting stock of

this corporation?

Name: _______________________________________ % of ownership: __________

Yes

Did a partnership, corporation, estate or trust at the end of the taxable year own, directly or indirectly, 50%

or more of the voting stock of this corporation? ......................................................................................................

Yes

If the answer to question (i) or (j) is “Yes,” did the same individual, partnership, corporation, estate or trust

at the end of the taxable year also own, directly or indirectly, 50% or more of the voting stock of another

(brother-sister) corporation? ...................................................................................................................................

Yes

Did this corporation or any member of the consolidated group own, directly or indirectly, 50% or more of the

outstanding voting stock of a domestic corporation that is not included in the consolidated group referenced

in (h) above? ...........................................................................................................................................................

Yes

m. Did this corporation or any member of the consolidated group own, directly or indirectly, 50% or more of the

outstanding voting stock of a controlled foreign corporation? .................................................................................

Yes

If you answered “Yes” to any of the above questions (j - m), you will need to complete Schedule M.

Part IV - Reporting of Special Transactions.

Check “Yes” if you ﬁ led any of the following forms with the Internal Revenue Service.

You will need to attach to your Montana return a complete copy of any of these applicable forms.

I ﬁ led federal Form 8264 – Application for Registration of a Tax Shelter with the Internal Revenue

Service.

Yes

Form 8264 is required to be ﬁ led to register a tax shelter.

b. I ﬁ led federal Form 8271 – Investor Reporting of Tax Shelter Registration Number with the Internal

Revenue Service.

Yes

Form 8271 is used to report the tax shelter registration number that the Internal Revenue Service assigns to

certain tax shelters required to be registered under 26 USC 6111 and to report the name and identifying

number of the tax shelter.

I ﬁ led federal Form 8824 – Like-Kind Exchanges with the Internal Revenue Service.

Yes

Check “Yes” if your like-kind exchange includes Montana property.

Form 8824 is used to report each exchange of business or investment property for property of a like-kind.

d. I ﬁ led federal Form 8865 – Return of U.S. Persons With Respect to Certain Foreign Partnerships with

the Internal Revenue Service.

Yes

Form 8865 is used to report the information required under 26 USC 6038 (reporting with respect to controlled

foreign partnerships), section 6038B (reporting of transfers to foreign partnerships), or section 6046A

(reporting of acquisitions, dispositions, and changes in foreign partnership interest.)

I ﬁ led federal Form 8886 – Reportable Transaction Disclosure Statement with the Internal

Revenue Service.

Yes

Form 8886 is used to disclose information for each reportable transaction in which you participated.

I ﬁ led federal Form 13657 - Notice of Election by Corporation to Participate in Announcement

2005-19 Settlement Initiative with the Internal Revenue Service.

Yes

Form 13657 is an election to participate in the settlement initiative as described in Announcement 2005-19

and as contained in Internal Revenue Bulletin 2005-11 dated March 14, 2005.

g. I ﬁ led federal Form 13750 – Election to Participate in Announcement 2005-80 Settlement Initiative

with the Internal Revenue Service.

Yes

Form 13750 is an election to participate in the settlement initiative as described in Announcement 2005-80

and as contained in Internal Revenue Bulletin 2005-46 dated November 14, 2005.

Declaration - Under penalties of perjury, I, the undersigned ofﬁ cer of the corporation, declare that to the best of my knowledge and belief,

this return and accompanying schedules are a true, correct, and complete return made in good faith for the income period stated above,

pursuant to Montana corporation license tax law and regulations.

Signature of ofﬁ cer

Date

Print name

Title

Telephone number, ext.

Name of person or ﬁ rm preparing return

Date

Preparer’s identiﬁ cation number

Telephone number

Check here to authorize the Montana Department of Revenue to discuss your return with the individual/preparer listed above

Form Clt-4 - Corporation License Tax Return - 2007 Page 2

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