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Asset Allocation Statement
Form 8883 Under Section 338 OMB No. 1545-0123
(Rev. October 2017)
▶
Department of the Treasury Attach to your income tax return.
Internal Revenue Service ▶ Go to www.irs.gov/Form8883 for instructions and the latest information.
Part I Filer’s Identifying Information
1a Name as shown on return 1b Identifying number as shown on return
1c Check applicable box (see instructions): 1d Was a valid and timely Form 8023 filed? . . . . Yes No
Old target New target If "Yes," enter the date filed ▶
Part II Other Party’s Identifying Information
2a Name of other party to the transaction 2b Other party’s identifying number
Address (number, street, and room or suite no.)
City or town, state, and ZIP code
Part III Target Corporation’s Identifying Information
3a Name and address of target corporation 3b Employer identification number
3c State or country of incorporation
Part IV General Information
4a Acquisition date 4b What percentage of target corporation stock was
purchased:
(i) During the 12-month acquisition period? %
(ii) On the acquisition date? . . . . . %
5a Stock price 5b Acquisition costs/Selling costs 5c Target liabilities 5d AGUB/ADSP
$ $ $ $
Yes No
6 Was the filer listed in Part I, above, a member of an affiliated group of corporations before the acquisition date? .
7 Was the target corporation a member of an affiliated group before the acquisition date? . . . . . . . . .
8 Is the target corporation or any target affiliate:
a A controlled foreign corporation? If “No,” check here if it was a CFC at any time during the preceding 5 years ▶
b A foreign corporation with income, gain, or loss effectively connected with the conduct of a trade or business
within the United States (including U.S. real property interests)? . . . . . . . . . . . . . . . . .
c A qualifying foreign target under Regulations section 1.338-2(e)(1)(iii)? . . . . . . . . . . . . . . .
d A corporation electing under section 1504(d) or section 953(d)? . . . . . . . . . . . . . . . . .
e A domestic international sales corporation (DISC)? . . . . . . . . . . . . . . . . . . . . .
f A passive foreign investment company (PFIC)? . . . . . . . . . . . . . . . . . . . . . .
g If the answer to item 8f is “Yes,” is the PFIC a pedigreed qualified electing fund? . . . . . . . . . . .
For Paperwork Reduction Act Notice, see separate instructions. Cat. No. 33707Y Form 8883 (Rev. 10-2017)
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