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.
The form is used to:
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.
By following these tips and using our fillable version, you can submit Form 8927 quickly and avoid unnecessary delays.
Regulated Investment Companies (RICs) and Real Estate Investment Trusts (REITs) that need to make a self‑determination under section 860(e)(4) for an amended or supplemented return.
Yes. On this page you can open the fillable version with Formize, complete it online, and download the finished document.
A single authorized officer’s signature is sufficient for the entire Form 8927, as long as it covers the specific amendment being reported.
The IRS still requires a mailed paper copy attached to the amended return, but you can create an electronic PDF with Formize and print it for mailing.
The IRS may reject the attached amendment, request a corrected form, and could impose penalties for inaccurate statements.
Mail it to the IRS service center where the original return for the tax year was filed. The address is listed on the form itself.
Form 8927 must be filed with the amended return; therefore, it follows the same deadline as the amendment, typically within three years of the original filing date.
Form 8927 is one of Tax forms that are documents used to report information related to taxes to the relevant tax authority. There are various types of tax forms, including federal, state, and local tax forms, which can vary depending on the taxpayer's circumstances and location.
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