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Instructions for Form 8918 Department of the Treasury Internal Revenue Service Rev. December 2011 Material Advisor Disclosure Statement Section references are to the Internal Revenue Code unless otherwise noted. of the threshold amount defined below for the material aid assistance or advice. See Who is a who has participated in a reportable transaction see What is a Reportable Transaction later must also disclose the transaction on Form 8886 Repo...

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What is material advisor disclosure statement?

A material advisor disclosure statement is a form that must be filed by certain individuals or entities who provide advice or opinions regarding tax shelters or potentially abusive tax transactions.

Who is required to file material advisor disclosure statement?

Any material advisor who meets the requirements outlined in the Internal Revenue Code is required to file a material advisor disclosure statement.

How to fill out material advisor disclosure statement?

The material advisor disclosure statement can be filled out electronically using the IRS e-File system or by completing and mailing Form 8918 to the appropriate address provided by the IRS.

What is the purpose of material advisor disclosure statement?

The purpose of the material advisor disclosure statement is to provide the IRS with information regarding the tax shelters or potentially abusive tax transactions being promoted or offered by material advisors.

What information must be reported on material advisor disclosure statement?

The material advisor disclosure statement requires the reporting of specific information such as the identification of the material advisor, the nature of the tax shelter or transaction, and any other relevant details requested by the IRS.

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