Form 8886 - Reportable Transaction Disclosure Statement
Download a blank fillable Form 8886 - Reportable Transaction Disclosure Statement in PDF format just by clicking the "DOWNLOAD PDF" button.
Open the file in any PDF-viewing software. Adobe Reader or any alternative for Windows or MacOS are required to access and complete fillable content.
Complete Form 8886 - Reportable Transaction Disclosure Statement with your personal data - all interactive fields are highlighted in places where you should type, access drop-down lists or select multiple-choice options.
Some fillable PDF-files have the option of saving the completed form that contains your own data for later use or sending it out straight away.
ADVERTISEMENT
1
28886
Reportable Transaction Disclosure Statement
OMB No. 1545-1800
Form
(Rev. March 2011)
Attach to your tax return.
Attachment
137
Sequence No.
Department of the Treasury
See separate instructions.
Internal Revenue Service
Name(s) shown on return (individuals enter last name, first name, middle initial)
Identifying number
Number, street, and room or suite no.
City or town
State
ZIP code
A
If you are filing more than one Form 8886 with your tax return, sequentially number
Statement number
of
each Form 8886 and enter the statement number for this Form 8886 . . . . . . . . . . . . . . .
Enter the form number of the tax return to which this form is attached or related . . . . . . . . . . . . . . . . . . . . . . . . . . .
B
Enter the year of the tax return identified above . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Is this Form 8886 being filed with an amended tax return? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Yes
No
C
Check the box(es) that apply (see instructions).
Initial year filer
Protective disclosure
1 a
Name of reportable transaction
1 b Initial year participated in transaction
1 c
Reportable transaction or tax shelter registration number (see instructions)
2
Identify the type of reportable transaction. Check all boxes that apply (see instructions).
a
Listed
c
Contractual protection
e
Transaction of interest
b
d
Confidential
Loss
3
If you checked box 2a or 2e, enter the published guidance number for the listed transaction or transaction
of interest . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
4
Enter the number of “same as or substantially similar” transactions reported on this form . . . . . . . . . . . . . . . . . . . .
If you participated in this reportable transaction through a partnership, S corporation, trust, and foreign entity, check the applicable boxes and
5
provide the information below for the entity(s) (see instructions). (Attach additional sheets, if necessary.)
a
Type of entity . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Partnership
Trust
Partnership
Trust
S corporation
Foreign
S corporation
Foreign
b Name . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
c
Employer identification number (EIN), if known . . . .
d Date Schedule K-1 received from entity
(enter “none” if Schedule K-1 not received) . . . . . . .
6
Enter below the name and address of each individual or entity to whom you paid a fee with regard to the transaction if that individual or entity
promoted, solicited, or recommended your participation in the transaction, or provided tax advice related to the transaction. (Attach additional
sheets, if necessary.)
a
Name
Identifying number (if known)
Fees paid
$
Number, street, and room or suite no.
City or town
State
ZIP code
b Name
Identifying number (if known)
Fees paid
$
Number, street, and room or suite no.
City or town
State
ZIP code
8886
For Paperwork Reduction Act Notice, see separate instructions.
Form
(Rev. 3-2011)
Cat. No. 34654G
ADVERTISEMENT
0 votes
Related Articles
Related forms
Related Categories
Parent category: Financial