OMB control number

Return of Excise Tax on Undistributed Income of Regulated Investment Companies

OMB 1545-1016 · TREAS/IRS.

OMB 1545-1016

Form 8613 is used by regulated investment companies to compute and pay the excise tax on undistributed income imposed under section 4982. IRS uses the information to verify that the correct amount of tax has been reported.

The latest form for Return of Excise Tax on Undistributed Income of Regulated Investment Companies expires 2029-01-31 and can be found here.

Latest Forms, Documents, and Supporting Material

Document Name
Form 8613 Return of Excise Tax on Undistributed Income of Regulated Investment Companies Form and Instruction
2025 SS 1545-1016-MS_final.docx Supporting Statement A
Return of Excise Tax on Undistributed Income of Regulated Investment Companies Form and Instruction

All Historical Document Collections

202507-1545-015	Revision of a currently approved collection	2025-09-26
202204-1545-021 Approved without change	Extension without change of a currently approved collection	2022-07-29
201903-1545-026 Approved without change	Extension without change of a currently approved collection	2019-05-31
201602-1545-015 Approved without change	Extension without change of a currently approved collection	2016-02-29
201301-1545-022 Approved without change	Extension without change of a currently approved collection	2013-01-23
200909-1545-002 Approved without change	Extension without change of a currently approved collection	2009-11-17
200608-1545-070 Approved without change	Extension without change of a currently approved collection	2006-09-12
200309-1545-008 Approved without change	Extension without change of a currently approved collection	2003-09-08
200008-1545-002 Approved without change	Extension without change of a currently approved collection	2000-08-01
199709-1545-011 Approved without change	Extension without change of a currently approved collection	1997-09-09
199410-1545-014 Approved without change	Extension without change of a currently approved collection	1994-10-20
199210-1545-027 Approved with change	No material or nonsubstantive change to a currently approved collection	1992-10-30
199207-1545-015 Approved without change	Revision of a currently approved collection	1992-07-13
198911-1545-010 Approved without change	Revision of a currently approved collection	1989-11-27
198909-1545-043 Approved with change	No material or nonsubstantive change to a currently approved collection	1989-09-07
198708-1545-038 Approved without change	New collection (Request for a new OMB Control Number)	1987-08-06