Get Form 8264 (rev. March 2004) (fill-in Capable)

Filling out the Form 8264 online can streamline the process of registering a tax shelter. This guide provides clear, step-by-step instructions for completing the form accurately and efficiently.

Follow the steps to complete the form online:

1. Press the ‘Get Form’ button to obtain the form and open it in your digital editor.
2. In Part I, provide general information about the tax shelter. Fill in the tax shelter name, organizer’s name, address, city, state, ZIP code, identifying number, and telephone number.
3. Indicate the type of business organization by selecting from options such as partnership, trust, or S corporation, and answer whether the offering is subject to aggregation rules.
4. Enter the principal and secondary business activity codes as required.
5. Detail the type of principal asset to be acquired and provide information about the acquisition, including costs and their related parties.
6. Select the current accounting method and determine whether the tax shelter offering requires registration with federal or state agencies.
7. In Part II, complete sections related to financing, including gross deductions, sources of financing, and tax shelter ratios.
8. Proceed to Part III, where you will compute the tax shelter ratio and summarize the investment base and tax benefits over the years.
9. Fill out Part IV by providing any necessary confidential corporate tax shelter information.
10. In Part V, include the declaration of the tax shelter organizer and paid preparer, if applicable, ensuring all signatures and dates are included.
11. Once all fields are completed, save your changes, and download or print the filled form as needed.

Complete your Form 8264 online today for a hassle-free registration experience.