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Screen 8918 - Material Advisor Disclosure Statement (706)
Form 8918, Page 1 - Material Advisor Disclosure Statement
Name of reportable transaction
If there is no name, enter a short identifying description of the transaction.
Name / Identifying number / Address / Telephone number
UltraTax CS will send the reportable transaction number to the material advisor’s address that you enter in these boxes.
Contact person / Title / Telephone number
If the material advisor is an entity, enter the name, title, and telephone number of the contact person associated with the transaction. If the material advisor is an individual, leave these blank.
Original Form 8918 for this reportable transaction?
Enter
1
in this box if this is the original Form 8918 for the reportable transaction. If not, enter 2
and enter the reportable transaction number previously issued in the Reportable transaction number
box.Reportable transaction number
Enter the reportable transaction number previously issued for this reportable transaction or tax shelter. If a reportable transaction number has not been previously issued, leave this blank.
Role of other entity(ies) or individual(s)
If there are others who also provided material aid, assistance, or advice to this transaction, enter the role each entity or individual provided. Include each entity’s and individual’s name, identifying number (if known), and address.
Role of each individual or entity involved …
Form 8918, Page 2 - Material Advisor Disclosure Statement
Description of reportable transaction …
Enter a description of the reportable transaction for which the advisor provided material aid, assistance, or advice. Refer to the Form 8918, line 13 instructions for what you should include in the description.