Federal Free Printable Form 8886 (Rev. March 2011) for 2017 Federal Reportable Transaction Disclosure Statement

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Reportable Transaction Disclosure Statement
Form 8886 (Rev. March 2011)

Note: Form 8886 (Rev. March 2011) begins on the next page. The zip code for where to file separately an exact copy of the initial year filing of Form 8886 has changed from 84404 to 84201. The complete address to which it should be mailed is: Internal Revenue Service OTSA Mail Stop 4915 1973 Rulon White Blvd. Ogden, Utah 84201 Form 8886 Reportable Transaction Disclosure Statement (Rev. March 2011) Attach to your tax return. See separate instructions. Attachment Sequence No. 137 ▲ ▲ Department of the Treasury Internal Revenue Service Name(s) shown on return (individuals enter last name, first name, middle initial) Number, street, and room or suite no. A OMB No. 1545-1800 Identifying number City or town State of ▲ If you are filing more than one Form 8886 with your tax return, sequentially number each Form 8886 and enter the statement number for this Form 8886 . . . . . . . . . . . . . . . Statement number Enter the form number of the tax return to which this form is attached or related . . . . . . . . . . . . . . . . . . . . . . . . . . . Enter the year of the tax return identified above . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Is this Form 8886 being filed with an amended tax return? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . C 1a Check the box(es) that apply (see instructions). Name of reportable transaction 1b Initial year participated in transaction 2 Identify the type of reportable transaction. Check all boxes that apply (see instructions). Listed Contractual protection Transaction of interest c e d Confidential Loss a b 3 Initial year filer 1c ▲ ▲ ▲ B ZIP code Yes No Protective disclosure Reportable transaction or tax shelter registration number (see instructions) ▲ If you checked box 2a or 2e, enter the published guidance number for the listed transaction or transaction of interest . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Enter the number of “same as or substantially similar” transactions reported on this form . . . . . . . . . . . . . . . . . . . . ▲ 4 If you participated in this reportable transaction through a partnership, S corporation, trust, and foreign entity, check the applicable boxes and provide the information below for the entity(s) (see instructions). (Attach additional sheets, if necessary.) 5 Type of entity . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ▲ 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) . . . . . . . Partnership S corporation Trust Foreign Partnership S corporation Trust Foreign ▲ a 6 a 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.) Name Identifying number (if known) Fees paid $ Number, street, and room or suite no. b City or town Name Identifying number (if known) State ZIP code State ZIP code Fees paid $ Number, street, and room or suite no. City or town For Paperwork Reduction Act Notice, see separate instructions. Cat. No. 34654G Form 8886 (Rev. 3-2011) Form 8886 (Rev. 3-2011) 7 a b 8 a Name Page 2 Facts Identify the type of tax benefit generated by the transaction. Check all the boxes that apply (see instructions). Deductions Exclusions from gross income Absence of adjustments to basis Capital loss Ordinary loss Nonrecognition of gain Adjustments to basis Deferral Other Tax Credits 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. Identify all individuals and entities involved in the transaction that are tax-exempt, foreign, or related. 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 individual or related entity, explain how the individual or entity is related. Attach additional sheets, if necessary. Tax-exempt Foreign Related Type of individual or entity: Identifying number Address Description b Type of individual or entity: Name Tax-exempt Foreign Related Identifying number Address Description Form 8886 (Rev. 3-2011)
Extracted from PDF file 2016-federal-form-8886.pdf, last modified January 2008

More about the Federal Form 8886 Other TY 2016

We last updated the Reportable Transaction Disclosure Statement in May 2017, so this is the latest version of Form 8886, fully updated for tax year 2016. You can download or print current or past-year PDFs of Form 8886 directly from TaxFormFinder. You can print other Federal tax forms here.

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Form Sources:

The Internal Revenue Service usually releases income tax forms for the current tax year between October and January, although changes to some forms can come even later. We last updated Federal Form 8886 from the Internal Revenue Service in May 2017.

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Historical Past-Year Versions of Federal Form 8886

We have a total of four past-year versions of Form 8886 in the TaxFormFinder archives, including for the previous tax year. Download past year versions of this tax form as PDFs here:


2016 Form 8886

Form 8886 (Rev. March 2011)

Reportable Transaction Disclosure Statement 2015 Form 8886

Form 8886 (Rev. March 2011)

Reportable Transaction Disclosure Statement 2012 Form 8886

Form 8886 (Rev. March 2011)

Reportable Transaction Disclosure Statement 2011 Form 8886

Form 8886 (Rev. March 2011)


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