Federal Free Printable Form 8918 (Rev. December 2011) for 2017 Federal Material Advisor Disclosure Statement

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Material Advisor Disclosure Statement
Form 8918 (Rev. December 2011)

Note: Form 8918 (Rev. December 2011) begins on the next page. The zip code for where to file the completed Form 8918 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 8918 Material Advisor Disclosure Statement OMB No. 1545-0865 (Rev. December 2011) Department of the Treasury Internal Revenue Service ▶ See separate instructions. FOR IRS USE ONLY Note. The reportable transaction number will be sent to the material advisor’s address below. Material Advisor’s Name (see instructions) Identifying number Telephone number Number, street, and room or suite no. City or town, state, and ZIP code A Contact person name (last name, first name, middle initial) B Is this a protective disclosure? (see instructions) Title Telephone number If “Yes,” see line 6a instructions. Yes No Is this the original Form 8918 for this reportable transaction? C Yes No If “Yes,” go to line 1. If “No,” enter the reportable transaction number previously issued for this reportable transaction or tax shelter. Reportable Transaction Number ▶ 1 Name of reportable transaction (see instructions) 2 a b 3 4 5 Identify the type of reportable transaction. Check all the box(es) that apply (see instructions). c e Listed Contractual protection Transaction of interest Confidential d Loss If you checked box 2a or 2e, enter the published guidance number for the listed transaction or transaction of interest ▶ Enter the date the Material Advisor became a material advisor with respect to the reportable transaction (see instructions) If you are a party to a designation agreement, identify the other parties (see instructions). Name ▶ Identifying number (if known) Address (Number, street, and room or suite no.) City or town, state, and ZIP code Contact name Telephone number 6a Provide a brief description of the type of material aid, assistance, or advice you provided (see instructions). b Describe the role of any other entity(ies) or individual(s) who you know or have reason to know provided material aid, assistance, or advice to this transaction and include each entity’s and individual’s complete name, identifying number (if known), and address. 7a To obtain the intended tax benefits generated by the transaction: Yes Is a related entity(ies) or individual(s) needed? Yes Is a foreign entity(ies) or individual(s) needed? Is a tax-exempt entity(ies) needed? Yes No No No b If you answered “Yes” to any of the above questions, describe the role of each individual or entity. Also identify the individual’s or entity’s country of existence if a particular country is required to obtain the intended tax benefits. 8a To obtain the intended tax benefits generated by the transaction, is income or gain from the transaction allocated directly or indirectly to an individual(s) or entity(ies) that has a net operating loss and/or unused loss or credits? Yes No b If “Yes,” describe the role of each individual or entity in the transaction. For Privacy Act and Paperwork Reduction Act Notice, see separate instructions. Cat. No. 39533A Form 8918 (Rev. 12-2011) Page 2 Form 8918 (Rev. 12-2011) 9 10 11 Identify the types of financial instruments used in this transaction (see instructions). Estimated Tax Benefits—Identify the type of tax benefit generated by the transaction that you expect the taxpayer to claim in each year. Check all boxes that apply (see instructions). Deductions Capital loss Exclusions from gross income Nonrecognition of gain Tax credits Deferral Other Ordinary loss Adjustments to basis Absence of adjustments to basis Timing of Tax Benefits—If you checked one or more boxes on line 10, check the applicable box(es) below to identify the period in which such tax benefits are claimed. Check each box that applies. Tax benefits generated by the transaction are required to be claimed in the first year of participation by the taxpayer. Tax benefits may be claimed in another year by the taxpayer. 12 Enter the Internal Revenue Code section(s) used to claim tax benefit(s) generated by the transaction. (Attach additional sheets if necessary.) 13 Describe the reportable transaction for which you provided material aid, assistance or advice, including but not limited to the following: the nature of the expected tax treatment and expected tax benefits generated by the transaction for all affected years, the years the tax benefits are expected to be claimed, the role of the entities or individuals mentioned in lines 7a or 8a (if any) and the role of the financial instruments mentioned in line 9 (if any). Explain how the Internal Revenue Code sections listed in line 12 are applied and how they allow the taxpayer to obtain the desired tax treatment. Also, include a description of any tax result protection with respect to the transaction. Under penalties of perjury, I declare that I have examined this return, and to the best of my knowledge and belief, it is true, correct, and complete. ▲ ▲ Please Sign Here Signature of Material Advisor Date Title Print name Form 8918 (Rev. 12-2011)
Extracted from PDF file 2016-federal-form-8918.pdf, last modified April 2017

More about the Federal Form 8918 Other TY 2016

We last updated the Material Advisor Disclosure Statement in May 2017, so this is the latest version of Form 8918, fully updated for tax year 2016. You can download or print current or past-year PDFs of Form 8918 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 8918 from the Internal Revenue Service in May 2017.

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Historical Past-Year Versions of Federal Form 8918

We have a total of four past-year versions of Form 8918 in the TaxFormFinder archives, including for the previous tax year. Download past year versions of this tax form as PDFs here:


2016 Form 8918

Form 8918 (Rev. December 2011)

Material Advisor Disclosure Statement 2015 Form 8918

Form 8918 (Rev. December 2011)

Material Advisor Disclosure Statement 2012 Form 8918

Form 8918 (Rev. December 2011)

Material Advisor Disclosure Statement 2011 Form 8918

Form 8918 (Rev. December 2011)


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