Get Form 8023

Filling out Form 8023 is essential for corporations making qualified stock purchases. This guide provides a comprehensive and user-friendly approach to complete the form online, ensuring accuracy and compliance.

Follow the steps to successfully fill out Form 8023 online.

1. Click ‘Get Form’ button to obtain the form and open it in an online editor.
2. Begin with Section A-1, where you will enter the name and address of the purchasing corporation, the employer identification number, tax year ending, and state or country of incorporation.
3. Continue to Section A-2, which requires the name and address of the common parent of the purchasing corporation, along with the employer identification number, tax year ending, and state or country of incorporation.
4. In Section B, provide the target corporation’s name and address, its employer identification number, tax year ending, and state or country of incorporation.
5. If applicable, complete Section C. This section is for the common parent of the selling consolidated group, selling affiliate, or U.S. shareholder. Include their name, address, identifying number(s), and tax year ending.
6. Move to Section D for general information. Record the acquisition date and the percentage of target corporation stock that was purchased, both during the 12-month acquisition period and on the acquisition date.
7. Proceed to Section E. Check the appropriate boxes to indicate if you are making a section 338(h)(10) election or other section 338 election, and, if applicable, check for any additional target corporations.
8. Finally, provide the necessary signatures in the designated areas, including the date and title of the authorized person making the election on behalf of the purchasing corporation(s), selling consolidated group, or S corporation shareholders.
9. Once all sections are completed, you can save your changes, download your filled form, print it, or share it as needed.

Complete your documentation process online with confidence and accuracy.