IRS Form 8927 – Fillable PDF Download

Form 8927 ("Determination Under Section 860(e)(4) by a Qualified Investment Entity") is a one‑page IRS document required by regulated investment companies (RICs) and real estate investment trusts (REITs). It allows the entity to attach a sworn statement to an amended or supplemented tax return, confirming the accuracy of the amendment under section 860(e)(4) of the Internal Revenue Code.

What Is Form 8927?

The form is used to:

• Identify the tax year or period being amended.
• Provide the entity’s legal name, EIN, and mailing address.
• Declare, under penalty of perjury, that the amendment is correct.
• Submit the statement to the IRS service center where the original return was filed.

How to Complete Form 8927 Online

Instead of downloading a static PDF and editing it with a separate editor, simply click the "Fill out this form" button on this page. The Formize PDF Filler app will load the fillable version of Form 8927, letting you type directly into the fields, save your progress, and download the completed PDF.

Common Mistakes to Avoid

• Leaving the tax period blank: Always indicate the calendar year or the exact start and end dates.
• Incorrect EIN: Verify the Employer Identification Number before submitting.
• Missing signature: The authorized officer must sign and date the form; an unsigned form is rejected.
• Wrong service center address: Use the address of the IRS center where the original return was filed.

By following these tips and using our fillable version, you can submit Form 8927 quickly and avoid unnecessary delays.