Get Form 8023 (rev. February 2006) - Internal Revenue Service

Filling out Form 8023 is an essential process for corporations making qualified stock purchases. This guide will provide you with clear, step-by-step instructions to ensure you complete the form accurately and efficiently online.

Follow the steps to complete your Form 8023 effortlessly.

1. Press the ‘Get Form’ button to access the form and open it in the online editor.
2. In Section A-1, enter the name and address of the purchasing corporation, followed by the employer identification number, tax year ending, and state or country of incorporation.
3. For Section A-2, provide the name and address of the common parent of the purchasing corporation along with its employer identification number, tax year ending, and state or country of incorporation.
4. In Section B, fill in the name and address of the target corporation, its employer identification number, tax year ending, and state or country of incorporation.
5. Complete Section C if applicable, providing the name and address, identifying number(s), and tax year ending for the common parent of the selling consolidated group or relevant shareholder.
6. In Section D, indicate the acquisition date and specify the percentage of target corporation stock purchased during the 12-month acquisition period and on the acquisition date.
7. For Section E, check the appropriate boxes to make the section 338(h)(10) election or section 338 election as required, and indicate any additional target corporations if necessary.
8. Finally, ensure the purchasing corporation's authorized person signs and dates the form, confirming their authority to make the elections.
9. Review all the information for accuracy. After completing the form, you can save your changes, download, print, or share the completed form according to your needs.

Now that you have the guidance, complete your Form 8023 online with confidence.