Get the free form 8613

Form (Rev. December 2010) Department of the Treasury Internal Revenue Service Name of fund 8613 Return of Excise Tax on Undistributed Income of Regulated Investment Companies For calendar year 20

How to fill out form 8613

How to fill out form 8613?

1. Obtain the form: Form 8613 can be found on the official website of the Internal Revenue Service (IRS) or requested by calling their helpline.
2. Provide personal information: Fill in your name, Social Security number, and address accurately in the designated spaces on the form.
3. Calculate taxable income: Calculate your taxable income by referring to your income tax return for the corresponding year. Include any adjustments or deductions as required.
4. Determine your alternative minimum taxable income: Follow the instructions on the form to determine your alternative minimum taxable income (AMTI).
5. Complete the form: Use the instructions provided with the form to accurately fill in the required sections based on your AMTI and other factors.
6. Attach supporting documents: If necessary, attach any supporting documents that are required by the IRS to substantiate your AMTI calculation or any other relevant information.
7. Review and sign the form: Carefully review all the information you have entered to ensure accuracy. Sign and date the form before submitting it to the IRS.

Who needs form 8613?

1. Taxpayers subject to the Alternative Minimum Tax (AMT): Form 8613 is required for taxpayers who need to determine their Alternative Minimum Taxable Income (AMTI) and calculate the corresponding tax liability.
2. Individuals with specific deductions or adjustments: If you have certain deductions or adjustments that affect your AMTI, you may need to complete form 8613 to accurately calculate your AMT.
3. Taxpayers with higher income: Form 8613 is generally required for taxpayers with higher income levels that may trigger AMT obligations, often resulting from differences between regular taxable income and AMTI.

For pdfFiller’s FAQs

What is form 8613?

Form 8613 is the Return of Excise Tax on Undistributed Income of Real Estate Investment Trusts (REITs).

Who is required to file form 8613?

REITs are required to file form 8613 if they have undistributed income and want to claim a deduction for the excise tax paid on that income.

How to fill out form 8613?

Form 8613 can be filled out by providing the necessary information such as REIT's name, address, and employer identification number, along with details of the undistributed income and the excise tax paid.

What is the purpose of form 8613?

The purpose of form 8613 is to calculate and report the excise tax paid by REITs on their undistributed income.

What information must be reported on form 8613?

Form 8613 requires reporting of the REIT's name, address, and employer identification number, along with details of the undistributed income and the excise tax paid.

How do I fill out form 8613 using my mobile device?

Use the pdfFiller mobile app to fill out and sign form 8613. Visit our website (https://edit-pdf-ios-android.pdffiller.com/) to learn more about our mobile applications, their features, and how to get started.

How can I fill out form 8613 on an iOS device?

Download and install the pdfFiller iOS app. Then, launch the app and log in or create an account to have access to all of the editing tools of the solution. Upload your form 8613 from your device or cloud storage to open it, or input the document URL. After filling out all of the essential areas in the document and eSigning it (if necessary), you may save it or share it with others.

How do I fill out form 8613 on an Android device?

Complete form 8613 and other documents on your Android device with the pdfFiller app. The software allows you to modify information, eSign, annotate, and share files. You may view your papers from anywhere with an internet connection.