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Federal forms, ICRs, and supporting documents

OMB control number

Reporting Requirements for Widely Held Fixed Investment Trusts

OMB 1545-1540 · TREAS/IRS.

OMB 1545-1540

Under regulation section 1.671-5, the trustee or the middleman who holds an interest in a widely held fixed investment trust for an investor will be required to provide a Form 1099 to the IRS and a tax information statement to the investor. The trust is also required to provide more detailed tax information to middlemen and certain other persons, upon request.

The latest form for Reporting Requirements for Widely Held Fixed Investment Trusts expires 2028-09-30 and can be found here.

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