1225 Form 8613 (PDF)

Official source: IRS Forms, Instructions & Publications (https://www.irs.gov/pub/irs-pdf/f8613.pdf), retrieved 2026-10-03. U.S. Government work (17 U.S.C. § 105).

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Form

(Rev. December 2025) Department of the Treasury Internal Revenue Service

For calendar year 20 Go to www.irs.gov/Form8613 for instructions and the latest information.

OMB No. 1545-1016

Name of fund Employer identification number

Number and street. If a P.O. box, see instructions. Room or suite no.

City or town State ZIP code

• Election under section 4982(e)(4)—Check this box if the tax year of the regulated investment company ends in November or

Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.

Signature of officer Date Title

PTIN

Paid Preparer Use Only

Preparer’s name Preparer’s signature Date Check if self-employed

Firm’s name Firm’s EIN

Firm’s address Phone no. For Paperwork Reduction Act Notice, see separate instructions. Cat. No. 63985M Form 8613 (Rev. 12-2025) Created 11/20/25