Form 8986-2026

1. Click ‘Get Form’ to open it in the editor.
2. Begin with Part I by checking the appropriate box to indicate if this is an original or corrected form. Fill in the tracking number and audit control number if applicable.
3. In Part II, provide information about the audited partnership. Enter the partnership's name, tax identification number (TIN), address, and review year details.
4. If you are a pass-through partner, complete Part III by entering your entity's name, address, and TIN. Ensure all fields are accurately filled out.
5. In Part IV, input details about the partner receiving this statement. Include names, TINs, and check the appropriate boxes for partner types.
6. Finally, complete Part V by detailing the partner’s share of profit, loss, capital, and any liabilities at year-end. Review all entries for accuracy before submission.

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