Fillable F8264 Accessible Form 8264 (Rev. 03-2004)

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F8264 Accessible Form 8264 (Rev. 03-2004)

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The F8264 Accessible Form 8264 (Rev. 03-2004) form is 2 pages long and contains:

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  • 41 check-boxes
  • 156 other fields

Country of origin: US
File type: PDF

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The Internal Revenue Service (IRS) is a government agency responsible for collecting taxes and administering the federal statutory tax laws of the United States. The IRS provide tax assistance to taxpayers and pursue and resolve fraudulent tax filings.

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INSTRUCTIONS TO PRINTERS
FORM 8264, PAGE 1 of 2
MARGINS: TOP 13 mm (
1
⁄2"), CENTER SIDES. PRINTS: HEAD to HEAD
PAPER: WHITE WRITING, SUB. 20. INK: BLACK
FLAT SIZE: 216 mm (8
1
⁄2") � 279mm (11")
PERFORATE: (NONE)
2
I.R.S. SPECIFICATIONS
TO BE REMOVED BEFORE PRINTING
DO NOT PRINT — DO NOT PRINT — DO NOT PRINT — DO NOT PRINT
TLS, have you
transmitted all R
text files for this
cycle update?
Date
Action
Revised proofs
requested
Date Signature
O.K. to print
Form 8264
(Rev. March 2004)
Application for Registration of a Tax Shelter
OMB No. 1545-0865
Department of the Treasury
Internal Revenue Service
For Privacy Act and Paperwork Reduction Act Notice, see separate instructions. Cat. No. 61863D Form 8264 (Rev. 3-2004)
For IRS use only
�
See separate instructions.
If this is an amended form, enter the tax shelter registration number previously issued to the tax shelter. See Amended Forms 8264 on
page 4 of the instructions
�
Part I General Information
Note: The tax shelter registration number will be sent to the organizer’s address below.
Tax shelter name
Number, street, and room or suite no.
City or town State ZIP code
Identifying number Telephone number
( )
Tax shelter organizer’s name If you are not a
principal organizer,
check this box
�
Number, street, and room or suite no.
City or town State ZIP code
Identifying number Telephone number
( )
1a Type of business organization: Partnership (including a limited partnership)
Trust S corporation Schedule C or F activity (Form 1040)
Other (specify)
�
b
Is this offering subject
to the aggregation rules
in the regulations?
Yes No
2a
Principal business activity code. See page 5 of the instructions.
b Secondary business activity code. If not applicable, enter
N/A.
3a Type of principal asset acquired (or to be acquired) b Was acquisition from a related party?
Yes No
c(1)
Cost (actual or projected) to tax shelter
$
c(2)
Cost to related party
$
d Is the asset located in a foreign country?
Yes No Country
�
e Means of acquisition: Purchase
Construction
Lease
Other (specify)
�
f(1) Date acquired f(2) Date placed in service
4 Accounting method: Cash Accrual Hybrid Other (specify)
�
5a Is the tax shelter offering required to be registered with
Federal or state agencies?
Yes No
b
Is the tax shelter offering exempt from Federal or state agency
registration but filing of notice is required?
Yes No
c
If you checked “Yes” in either item 5a or 5b, check the appropriate boxes in item c(1) and/or enter the names of the states in item c(2).
c(1) Federal: SEC HUD CFTC Other c(2) States
6 Tax shelter registration number of other registered tax shelters. See page 6 of the instructions.
7 Date an interest in the tax shelter was first offered for sale
8 Describe the tax shelter, including its structure and the specific tax benefits intended. For confidential corporate tax shelters,
attach any written material presented to potential participants (see instructions on page 6).
Part II
Tax Shelter Information Under Section 6111(c)
Note: Complete items 9a through 11e for a minimum investment unit. See instructions for item 9a on page 6.
9a Method of financing. Check applicable box
and enter dollar amount.
(1) Cash
$
(2) Property contributions
$
(3) Recourse debt
$
(4) Nonrecourse debt
$
(5) Other (specify)
$
(6) Total. Add items 9a(1)-(5)
$
b
Length of
financing
c Is any financing collateralized by letters of credit?
Yes No
d Source of financing
Unrelated party
%
Related party %
e Foreign-connected financing. If none, check this box ;
otherwise, enter:
$
Country
�
10a Gross deductions
$
b Deduction codes c Total credits
$
d Credit codes
11 Tax shelter ratio. Complete Part III on page 2.
a Year 1 b Year 2 c Year 3 d Year 4 e Year 5
12 Aggregate amount from sale of interests in the tax shelter $
�
13a Maximum number of investors b Maximum number of investment units
INSTRUCTIONS TO PRINTERS
FORM 8264, PAGE 2 of 2
MARGINS: TOP 13 mm (
1
⁄2"), CENTER SIDES. PRINTS: HEAD to HEAD
PAPER: WHITE WRITING, SUB. 20. INK: BLACK
FLAT SIZE: 216 mm (8
1
⁄2") � 279 mm (11")
PERFORATE: (NONE)
2
I.R.S. SPECIFICATIONS
TO BE REMOVED BEFORE PRINTING
DO NOT PRINT — DO NOT PRINT — DO NOT PRINT — DO NOT PRINT
Form 8264 (Rev. 3-2004) Page 2
Part III Tax Shelter Ratio Computation
Tax Benefits (a) Year 1 (b) Year 2 (c) Year 3 (d) Year 4 (e) Year 5
14
Current year’s gross deductions
15 Prior years’ gross deductions
line 16, col. (a) line 16, col. (b) line 16, col. (c) line 16, col. (d)
16 Cumulative gross deductions. Add lines 14 and 15
17 Current year’s credits
18 Prior years’ credits
line 19a, col. (a) line 19a, col. (b) line 19a, col. (c) line 19a, col. (d)
19a Cumulative credits. Add lines 17 and 18
b Statutory factor
3.5 3.5 3.5 3.5 3.5
c
Multiply line 19a by line 19b
20 Cumulative tax benefits. Add lines 16 and 19c
Investment Base
21
Cash contributed
22
Adjusted basis of property contributed
23
Tentative investment base. Add lines 21 and 22
24
Reductions to investment base
25
Current year’s investment base. Subtract line 24 from line 23
26
Prior years’ investment base
line 27, col. (a) line 27, col. (b) line 27, col. (c) line 27, col. (d)
27
Cumulative investment base. Add lines 25 and 26
28
Tax shelter ratio. Divide line 20 by line 27. Enter in the
appropriate space on line 11 on the front of this form
Part IV
Confidential Corporate Tax Shelter Information
29 Aggregate organizer(s) fees
$
30a Is the transaction the same as or substantially similar to a “listed transaction”? (see instructions)
Yes No
b If “Yes,” identify the listed transaction
Part V
Explanation of Items
Sign
Here
Under penalties of perjury, I declare that I have examined this application, and to the best of my knowledge and belief, it is true, correct, and complete.
Declaration of preparer (other than tax shelter organizer) is based on all information of which preparer has any knowledge.
Signature of tax shelter organizer
Date
Title
Print Name
Paid
Preparer’s
Use Only
Preparer’s
signature
Date
Check if
self-em-
ployed
Preparer’s SSN or PTIN
Firm’s name (or
yours if self-employed),
address, and ZIP code
EIN
Phone no. ( )
Form 8264 (Rev. 3-2004)
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F8264 Accessible Form 8264 (Rev. 03-2004)

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Completed 16 February 2020

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