Tax Shelter Disclosure for 2026

1. Click ‘Get Form’ to open the Tax Shelter Disclosure in the editor.
2. Begin by entering the material advisor’s name, employer identification number (EIN) or social security number, and mailing address. Ensure all details are accurate to avoid processing delays.
3. In the 'Tax Shelter Information' section, mark an X next to the type of business organization that applies. If you select 'Other', specify the type in the provided space.
4. Enter the six-digit NAICS business code number associated with your tax shelter as reported on your federal return.
5. Attach a copy of federal Form 8918 and any related documentation. Use our platform's attachment feature for easy uploads.
6. Finally, certify your disclosure by signing and dating the form. If applicable, include information for any paid preparer involved.

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