Schedule Viii - Reporting Of Special Transactions - 2011

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Form 2, Page 10 - 2011
Social Security Number:
Schedule VIII - Reporting of Special Transactions
Mark “Yes” if you fi led
X
File Schedule VIII with your Montana Form 2.
any of the following forms
Complete Schedule VIII only if you and/or your spouse fi led any of the federal income tax forms described below. Mark the appropriate
with the Internal Revenue
box indicating which form(s) you fi led with the Internal Revenue Service for this tax year. If your answer is “Yes” to one or more of these
Service.
forms, you will need to include a complete copy of your federal income tax return Form 1040.
1 I fi led federal Form 8824 - Like-Kind Exchanges with the Internal Revenue Service.
►
Yes ►
1
NOTE: Mark “Yes” if your like-kind exchange includes Montana property. Nonresidents do not have to report a like-kind
exchange if the properties involved do not include Montana property.
Form 8824 is used to report each exchange of business or investment property for property of a like kind.
2 I fi led federal Form 8865 - Return of U.S. Persons With Respect to Certain Foreign Partnerships with the Internal
►
Yes ►
Revenue Service.
2
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).
3 I fi led federal Form 8886 - Reportable Transaction Disclosure Statement with the Internal Revenue Service.
►
Yes ►
3
Form 8886 is used to disclose information for each reportable transaction in which you participated.
*11CM0101*
*11CM0101*

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