Get Form 8613

Filling out Form 8613 is essential for regulated investment companies to figure and pay the excise tax on undistributed income. This guide will provide clear and comprehensive steps to help users complete the form online with confidence.

Follow the steps to successfully complete Form 8613 online.

1. Click ‘Get Form’ button to access the form and open it in your preferred editing tool.
2. At the top of the form, input the calendar year for which you are filing the return.
3. Enter the fund's employer identification number, name, and address in the designated fields.
4. Check the box for the election under section 4982(e)(4) if applicable. This is for funds whose tax year ends in November or December.
5. Complete line 1a by entering the investment company taxable income while omitting dividends paid deductions.
6. For lines 2a and 2b, calculate your grossed up required distribution using the previous year's figures.
7. On line 3a, sum the values you calculated and add any prior year shortfall if applicable.
8. Complete line 5 by entering the total dividends paid during the calendar year.
9. Fill out the tax and payments section by properly calculating your tax due based on the undistributed income.
10. Review your entries for accuracy, then save your changes or download, print, or share the completed form as needed.

Complete your Form 8613 online today to ensure compliance and timely filing.