Enlarge image | Asset Allocation Statement Form 8883 Under Section 338 OMB No. 1545-0123 (Rev. October 2017) ▶ Department of the Treasury Attach to your income tax return. Internal Revenue Service ▶ Go to www.irs.gov/Form8883 for instructions and the latest information. Part I Filer’s Identifying Information 1a Name as shown on return 1b Identifying number as shown on return 1c Check applicable box (see instructions): 1d Was a valid and timely Form 8023 filed? . . . . Yes No Old target New target If "Yes," enter the date filed ▶ Part II Other Party’s Identifying Information 2a Name of other party to the transaction 2b Other party’s identifying number Address (number, street, and room or suite no.) City or town, state, and ZIP code Part III Target Corporation’s Identifying Information 3a Name and address of target corporation 3b Employer identification number 3c State or country of incorporation Part IV General Information 4a Acquisition date 4b What percentage of target corporation stock was purchased: (i) During the 12-month acquisition period? % (ii) On the acquisition date? . . . . . % 5a Stock price 5b Acquisition costs/Selling costs 5c Target liabilities 5d AGUB/ADSP $ $ $ $ Yes No 6 Was the filer listed in Part I, above, a member of an affiliated group of corporations before the acquisition date? . 7 Was the target corporation a member of an affiliated group before the acquisition date? . . . . . . . . . 8 Is the target corporation or any target affiliate: a A controlled foreign corporation? If “No,” check here if it was a CFC at any time during the preceding 5 years ▶ b A foreign corporation with income, gain, or loss effectively connected with the conduct of a trade or business within the United States (including U.S. real property interests)? . . . . . . . . . . . . . . . . . c A qualifying foreign target under Regulations section 1.338-2(e)(1)(iii)? . . . . . . . . . . . . . . . d A corporation electing under section 1504(d) or section 953(d)? . . . . . . . . . . . . . . . . . e A domestic international sales corporation (DISC)? . . . . . . . . . . . . . . . . . . . . . f A passive foreign investment company (PFIC)? . . . . . . . . . . . . . . . . . . . . . . g If the answer to item 8f is “Yes,” is the PFIC a pedigreed qualified electing fund? . . . . . . . . . . . For Paperwork Reduction Act Notice, see separate instructions. Cat. No. 33707Y Form 8883 (Rev. 10-2017) |
Enlarge image | Form 8883 (Rev. 10-2017) Page 2 Part V Original Statement of Assets Transferred 9 Assets Aggregate fair market value (actual amount for Class I) Allocation of AGUB or ADSP Class I $ $ Class II $ $ Class III $ $ Class IV $ $ Class V $ $ Class VI and VII $ $ Total $ $ Part VI Supplemental Statement of Assets Transferred— Complete if amending an original statement or previously filed supplemental statement because of an increase or decrease in AGUB or ADSP. 10 Enter the tax year and tax return form number with which the original Form 8023 or Form 8883 and any supplemental statements were filed. ▶ 11 Assets Allocation of sales price as previously reported Increase or (decrease) Redetermined allocation of AGUB or ADSP Class I $ $ $ Class II $ $ $ Class III $ $ $ Class IV $ $ $ Class V $ $ $ Class VI and VII $ $ $ Total $ $ 12 Reason(s) for increase or decrease. Attach additional sheets if more space is needed. Form 8883 (Rev. 10-2017) |