Form 13976 Itemized Statement Component of Advisee List

REG-103736-00 (Final) Requirement to Maintain List of Investors in Potentially Abusive Tax Shelters

Form 13976 Itemized Statement Component of Advisee List-3-12-08 elt draft (2).xls

REG-103736-00 (Final) Requirement to Maintain List of Investors in Potentially Abusive Tax Shelters

OMB: 1545-1686

Document [xlsx]
Download: xlsx | pdf

Overview

Material Advisor Information
Tax Treatment


Sheet 1: Material Advisor Information

Form 13976 Itemized Statement Component of Advisee List

















Section I Material Advisor Information

















Name (Last/Company) First Name Street Address City State Zip Code Telephone Number Identifying Number Person to Contact









Section II Reportable Transaction Information

















Name of Reportable Transaction
Type(s) of ReportableTransaction
Reportable Transaction #

Published Guidance # (TOI or Listed Transactions)









Section III Other Material Advisors to the Reportable Transaction

















Name (Last/Company) First Name Street Address City State Zip Code Identifying Number Signed Designation Agreement (Yes or No)
























Section IV Advisee Information

















Name (Last/Company) First Name Street Address City State Zip Code Identifying Number Date Entered into Transaction Amount Invested




























Sheet 2: Tax Treatment

Form 13976 Itemized Statement Component of Advisee List










Section V Schedule of Tax Treatment










Name (Last/Company) First Name Identifying Number Summary or Schedule of the Tax Treatment that Advisee is Expected or Intended to Derive from Participation in Reportable Transaction Associated Documents, such as Exhibit and/or Bates Numbers Optional













































File Typeapplication/vnd.ms-excel
AuthorLocalUser
Last Modified ByJ11FB
File Modified2008-03-25
File Created2007-10-12

© 2024 OMB.report | Privacy Policy