Get Shelter Registration Number Form

Filling out the Shelter Registration Number Form is an essential step for reporting tax shelter registration numbers to the Internal Revenue Service. This guide provides clear, step-by-step instructions to ensure that you complete the form correctly and understand its components.

Follow the steps to complete the form efficiently.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. Enter the names of the investors as shown on the tax return in the designated field labeled 'Investor’s name(s)'.
3. Input the investor’s identifying number, which is usually the social security number or employer identification number, in the corresponding section.
4. In column (a), provide the name of the tax shelter as required.
5. Enter the tax shelter registration number, an 11-digit number, in column (b). You should have received this number when you acquired your interest in the tax shelter.
6. Complete column (c) by entering the identifying number of the tax shelter, which should also have been provided during the acquisition process.
7. Fill in the investor's tax year ended date, reflecting the end of the tax period to which the form is attached.
8. Once all fields are filled out accurately, review the information for correctness.
9. Save changes made to the form, and you can choose to download, print, or share the completed form as needed.

Begin filing your Shelter Registration Number Form online today.