Internal Revenue Service United States Department of the Treasury

Instructions for Form 8926 (12/2011)

Disqualified Corporate Interest Expense Disallowed Under Section 163(j) and Related Information

Section references are to the Internal Revenue Code unless otherwise noted.

Revised: 12/2011


Table of Contents

  • What's New
    • General Instructions
    • Purpose of Form
    • Who Must File
    • Disqualified Interest
    • Related Person
      • Pass-Through Entities
      • Treaties
      • Disqualified Guarantee
      • Affiliated Groups
      • Ratio of Debt to Equity
        • Net Interest Expense
        • Excess Interest Expense
        • Corporate Partners
        • Passive Activity and At-Risk Rules
        • Other Interest Limitations
      • Specific Instructions
        • Affiliated Group Checkbox
        • Line 1d
        • Line 1f. Debt to Equity Ratio
        • Line 1i
        • Line 3f
        • Line 4b
        • Line 7. Amount of Interest Deduction Disallowed Under Section 163(j) for the Current Tax Year and Carried Forward to the Next Tax Year
        • Line 8c. Excess Limitation Carryforward to the Next Tax Year
      • Instructions for Form 8926 - Notices
        • Paperwork Reduction Act Notice.
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