Screen 8886 - Reportable Transaction Disclosure Statement (1065)

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Overview

note
You may be required to file two copies of Form 8886. One copy of Form 8886 is attached to Form 1065 and the second copy (if required) is filed separately directly with the IRS. The copy filed with Form 1065 is included in the electronic file. The second copy isn't electronically filed and will still need to be separately paper filed with the IRS.

Reportable Transaction Information

Initial year filer
Enter
X
to indicate this is the first year the transaction is being reported to the IRS and to generate Form 8886 and filing instructions for filing with the IRS OTSA.
Participated through another entity
If the transaction was invested through another entity, use the statement to enter the type of entity, the entity's name and employer identification number, and the date the Schedule K-1 was received. If no date is entered for the date the Schedule K-1 was received, "None" prints on Form 8886.

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