OMB control number
Return of Excise Tax on Undistributed Income of Regulated Investment Companies
OMB 1545-1016 · TREAS/IRS.
OMB 1545-1016
Form 8613 is used by regulated investment companies to compute and pay the excise tax on undistributed income imposed under section 4982. IRS uses the information to verify that the correct amount of tax has been reported.
The latest form for Return of Excise Tax on Undistributed Income of Regulated Investment Companies expires 2029-01-31 and is listed under ICR 202507-1545-015.
Latest Forms, Documents, and Supporting Material
| Document | Type |
|---|---|
 Form 8613 (draft 2025) Return of Excise Tax on Undistributed Income of Regulated Investment Companies | Form |
| Form 8613 Return of Excise Tax on Undistributed Income of Regulated Investment Companies | Form and Instruction |
| Form 8613 Return of Excise Tax on Undistributed Income of Regulated Investment Companies | Form and Instruction |
| ICI Comments On Excise Tax Form (2025).pdf | Public Comments |
 2025 SS 1545-1016-MS_final.docx | Supporting Statement A |
| 2025 SS 1545-1016-MS_final.docx | Supporting Statement A |
 Return of Excise Tax on Undistributed Income of Regulated Investment Companies |
Form |
| Return of Excise Tax on Undistributed Income of Regulated Investment Companies |
Form and Instruction |
| Return of Excise Tax on Undistributed Income of Regulated Investment Companies |
Form and Instruction |