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What form does a material advisor use to disclose a reportable transaction to Wisconsin?

April 26, 2017advisor disclose form material reportable transaction Wisconsin

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What form does a material advisor use to disclose a reportable transaction to Wisconsin?

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The material advisor should submit a copy of the federal form used to disclose the transaction to the IRS. Currently that form is Form 8918, Material Advisor Disclosure Statement. There is no specific form required for the list of Wisconsin taxpayers affected by the reportable transaction.