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Federal forms, ICRs, and supporting documents

OMB control number

Reporting Requirements for Widely Held Fixed Investment Trusts

OMB 1545-1540 · TREAS/IRS.

OMB 1545-1540

Under regulation section 1.671-5, the trustee or the middleman who holds an interest in a widely held fixed investment trust for an investor will be required to provide a Form 1099 to the IRS and a tax information statement to the investor. The trust is also required to provide more detailed tax information to middlemen and certain other persons, upon request.

The latest form for Reporting Requirements for Widely Held Fixed Investment Trusts expires 2028-09-30 and is listed under ICR 202503-1545-016.

Latest Forms, Documents, and Supporting Material

Latest forms, documents, and information collections
DocumentType
TD 9279_71FR43968_03AUG2006.pdfSupplementary Document
TD_9308_Final.pdfSupplementary Document
TD_9308_Final.pdf Supplementary Document
1545-1540 Supporting Statement 2025.docxSupporting Statement A
1545-1540 Supporting Statement 2025.docxSupporting Statement A
TD 9308 (Reg 125071-06) Reporting Requirements for Widely Held Fixed Investment Trusts (Previously TD 9279) Information collection

All Historical Document Collections

Historical document collections
ReferenceFilingReceivedConcludedAction
202503-1545-016 Extension without change of a currently approved collection 2025-08-01
202203-1545-008 Extension without change of a currently approved collection 2022-04-29 Approved without change
201809-1545-012 Extension without change of a currently approved collection 2018-12-21 Approved without change
201509-1545-014 Extension without change of a currently approved collection 2015-10-30 Approved without change
201207-1545-004 Extension without change of a currently approved collection 2012-08-30 Approved without change
200905-1545-003 Extension without change of a currently approved collection 2009-05-27 Approved without change
200809-1545-008 No material or nonsubstantive change to a currently approved collection 2008-10-09 Approved without change
200608-1545-044 No material or nonsubstantive change to a currently approved collection 2006-08-23 Approved without change
200604-1545-026 Extension without change of a currently approved collection 2006-04-12 Approved without change
200512-1545-054 No material or nonsubstantive change to a currently approved collection 2005-12-28 Approved without change
200304-1545-017 Extension without change of a currently approved collection 2003-04-16 Approved without change
200205-1545-036 No material or nonsubstantive change to a currently approved collection 2002-05-28 Approved without change
200004-1545-013 Extension without change of a currently approved collection 2000-04-20 Approved without change
199704-1545-030 New collection (Request for a new OMB Control Number) 1997-04-21 Approved without change