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Federal Free Printable Form 8918 (Rev. November 2021) for 2024 Federal Material Advisor Disclosure Statement

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Material Advisor Disclosure Statement
Form 8918 (Rev. November 2021)

Delete all form data except for material advisor and contact person information Form 8918 Delete all form data Material Advisor Disclosure Statement OMB No. 1545-0865 (Rev. November 2021) Department of the Treasury Internal Revenue Service ▶ See separate instructions. Note. The reportable transaction number will be sent to the material advisor’s address below. Material Advisor’s Name (see instructions) Individual FOR IRS USE ONLY Identifying number Telephone number Entity Number, street, and room or suite no. City or town State ZIP code A Title Telephone number Contact person name (last name, first name, middle initial) B Is this a protective disclosure? (see instructions) If “Yes,” see line 6a instructions. Yes No C Is this the original Form 8918 for this reportable transaction? 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 3 4 5 Identify the type of reportable transaction. Check all the box(es) that apply (see instructions). Listed b Confidential c Contractual protection d Loss e Transaction of interest 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) Individual Entity Address (Number, street, and room or suite no.) City or town State 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. Hide Warning For Privacy Act and Paperwork Reduction Act Notice, see separate instructions. Catalog Number 39533A Form 8918 (Rev. 11-2021) Delete all form data except for material advisor and contact person information Delete all form data Page 2 Form 8918 (Rev. 11-2021) 7a To obtain the intended tax benefits generated by the transaction: Yes Is a related entity(ies) or individual(s) needed? Is a foreign entity(ies) or individual(s) needed? Yes 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. 9 10 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 Exclusions from gross income Tax credits Other 11 Capital loss Nonrecognition of gain Deferral 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.) Catalog Number 39533A www.irs.gov Form 8918 (Rev. 11-2021) Delete all form data except for material advisor and contact person information Delete all form data Page 3 Form 8918 (Rev. 11-2021) 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 Catalog Number 39533A www.irs.gov Form 8918 (Rev. 11-2021) Page 4 Form 8918 (Rev. 11-2021) Catalog Number 39533A www.irs.gov Form 8918 (Rev. 11-2021)
Extracted from PDF file 2023-federal-form-8918.pdf, last modified June 2022

More about the Federal Form 8918 Other TY 2023

We last updated the Material Advisor Disclosure Statement in February 2024, so this is the latest version of Form 8918, fully updated for tax year 2023. 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 February 2024.

Show Sources >

Historical Past-Year Versions of Federal Form 8918

We have a total of eleven 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:


2023 Form 8918

Form 8918 (Rev. November 2021)

2022 Form 8918

Form 8918 (Rev. November 2021)

2021 Form 8918

Form 8918 (Rev. November 2021)

2020 Form 8918

Form 8918 (Rev. December 2011)

2019 Form 8918

Form 8918 (Rev. December 2011)

2018 Form 8918

Form 8918 (Rev. December 2011)

2017 Form 8918

Form 8918 (Rev. December 2011)

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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