Form 13976 - Itemized Statement Component Of Advisee List Page 6
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Summary or Schedule of the Tax Treatment that Advisee
Section IV - Advisee Information and Summary or
is Expected or Intended to Derive From Participation in
Schedule of Tax Treatment
Reportable Transaction. Enter a summary or a schedule of
the tax treatment that each advisee is expected or intended to
Provide the following information for each person or entity for
derive from participation in each reportable transaction.
which you acted in your capacity as a material advisor with
respect to the reportable transaction described on this Form
The tax treatment that an advisee is intended to derive is the
(or similar form). Use more than one page if necessary.
purported or claimed Federal tax treatment of the transaction.
Individuals. If the advisee is an individual, enter the last
If the information required exceeds the space provided, follow
name and first name, the complete address, the social security
the procedures under How to Complete the Form.
number, the date the person entered into the transaction (if
known), and the amount of money the person invested in the
Associated Documents. This column is optional. If there are
reportable transaction (if known).
any documents or exhibits associated with the advisee for the
reportable transaction described on this Form (or similar form)
Entities. If the advisee is an entity, enter the full name of the
that are labeled, the Bates numbers or other information
entity as shown on its income tax return, the complete
identifying the associated documents may be entered in this
address, the employer identification number, the date the
column.
entity entered into the transaction (if known), and the amount
of money the entity invested in the reportable transaction (if
known).
13976
Catalog Number 51488Y
Form
(Rev. 04-2008)
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