NY Form 8918 2021-2025

NY Form 8918: What You Should Know

S.). Include your contact information in parentheses on the Form 8918 and attached Schedule ED (for Schedule ED, see section 15.3 (“Material Advisor Disclosures”) of the Internal Revenue Code) along with the Form 8918 and Schedule ED. Please be sure to attach Schedule ED to your Form 8918.   You will receive a copy of the Form 8918. What is the difference between Form 8918 and Form 8918-EZ? There is no difference between any form filed with the New York State Office of Tax Shelter Analysis (TSA) that uses the term “material advisor” and Form 8918-EZ. Only the term “material advisor” or “material person” in connection with Form 8918 has changed. Form 8918-EZ has been created for the sole purpose of making these forms available to non–U.S. citizens (i.e., non-U.S. citizens who are not a resident of the United States) who want to file by filing Form 8918-EZ with TSA. In contrast, Form 8918-F, and the accompanying Schedule ED for which it is attached, are now prepared and filed by the New York State Office of Tax Shelter Analysis (TSA) together with the form for all material persons. For additional information about the disclosure procedures, go to : Note: The FAA/ACF has posted a similar form on the Internet at. See FAA/ACF's website for more information on filing: Additional Information about Form 8918 — Federal Tax Shelter Disclosure for Material Advisors — Filing the Form 8818-F (for Schedule ED) and Additional Information about Form 8769 — Disclosure of the Reportable Transaction Reporting Requirements in Section 469 of the Internal Revenue Code — Filing the Required Disclosure Statement in Form 8920 — the Reportable Transaction Reporting Compliance Disclosure Statement (Form 8920) — which is the form most frequently filed by material persons and most likely to be used to comply with the new material advisor disclosure filing requirements.

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