IRS Form 8806 – Fillable PDF Download

Form 8806, Corporation Acquisition or Change in Capital Structure Statement, is required by the Internal Revenue Service when a corporation experiences a change in control or a substantial alteration in its capital structure. This fillable PDF can be completed directly in your browser using Formize’s PDF Filler, eliminating the need for a separate editor.

What Is Form 8806?

The form reports details of the acquisition, the shareholders’ gain, and consents to publish the information for brokers. It is part of the reporting requirements that accompany Form 1099‑CAP for certain shareholders.

When Must Corporations File Form 8806?

• When a corporation acquires control (more than 50% ownership) of another corporation.
• When there is a substantial change in the capital structure, such as a major stock split or recapitalization.
• Within 30 days after the transaction is finalized.

How to Complete Form 8806 Online

Follow the simple steps below to fill out the form without downloading any software.

Common Mistakes to Avoid

• Leaving the “Date of Transaction” blank.
• Incorrectly reporting the shareholder’s gain.
• Failing to sign and date the form.

Where to Submit the Completed Form

After completing Form 8806, fax it to the IRS at the number provided in the instructions, or submit it electronically if your tax software supports the feature.