Notice2025-03305

Agency Information Collection Activities; Submission for OMB Review; Comment Request; Multiple Internal Revenue Service (IRS) Information Collection Requests

Primary source

Metadata and text below are from the Federal Register, a public-domain U.S. government work. Always verify the official published version before relying on it for any legal matter.

Published
February 28, 2025

Issuing agencies

Treasury Department

Abstract

The Department of the Treasury will submit the following information collection requests to the Office of Management and Budget (OMB) for review and clearance in accordance with the Paperwork Reduction Act of 1995, on or after the date of publication of this notice. The public is invited to submit comments on these requests.

Full Text

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<title>Federal Register, Volume 90 Issue 39 (Friday, February 28, 2025)</title>
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[Federal Register Volume 90, Number 39 (Friday, February 28, 2025)]
[Notices]
[Pages 10996-10998]
From the Federal Register Online via the Government Publishing Office [<a href="http://www.gpo.gov">www.gpo.gov</a>]
[FR Doc No: 2025-03305]


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DEPARTMENT OF THE TREASURY


Agency Information Collection Activities; Submission for OMB 
Review; Comment Request; Multiple Internal Revenue Service (IRS) 
Information Collection Requests

AGENCY: Departmental Offices, U.S. Department of the Treasury.

ACTION: Notice.

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SUMMARY: The Department of the Treasury will submit the following 
information collection requests to the Office of Management and Budget 
(OMB) for review and clearance in accordance with the Paperwork 
Reduction Act of 1995, on or after the date of publication of this 
notice. The public is invited to submit comments on these requests.

DATES: Comments should be received on or before March 31, 2025 to be 
assured of consideration.

ADDRESSES: Written comments and recommendations for the proposed 
information collection should be sent within 30 days of publication of 
this notice to <a href="http://www.reginfo.gov/public/do/PRAMain">www.reginfo.gov/public/do/PRAMain</a>. Find this particular 
information collection by selecting ``Currently under 30-day Review--
Open for Public Comments'' or by using the search function.

FOR FURTHER INFORMATION CONTACT: Copies of the submissions may be 
obtained from Melody Braswell by emailing <a href="/cdn-cgi/l/email-protection#e5b5b7a4a5919780849690979ccb828a93"><span class="__cf_email__" data-cfemail="edbdbfacad999f888c9e989f94c38a829b">[email&#160;protected]</span></a>, calling 
(202) 622-1035, or viewing the entire information collection request at 
<a href="http://www.reginfo.gov">www.reginfo.gov</a>.

SUPPLEMENTARY INFORMATION:

Internal Revenue Service (IRS)

    1. Title: Voluntary Disclosure Practice and the Streamlined Filing 
Compliance Procedures.
    OMB Number: 1545-2241.
    Form Number(s): 14457, 14653, 14654 and 15023.
    Abstract: The IRS offers two very different compliance paths to two 
very different populations of taxpayers. First, the Voluntary 
Disclosure Practice is a longstanding practice of IRS Criminal 
Investigation (CI). CI takes timely, accurate, and complete voluntary 
disclosures under consideration when determining whether to recommend 
criminal prosecution. A voluntary disclosure will not automatically 
guarantee immunity from prosecution; however, a voluntary disclosure 
may result in prosecution not being recommended. Form 14457 is used for 
all voluntary disclosures. Second, the Streamlined Filing Compliance 
Procedures are available to eligible taxpayers who can truthfully 
certify that their failure to report foreign financial assets and pay 
all tax due in respect of those assets resulted from non-willful 
conduct. Forms 14653 and 14654 relate to the Streamlined Filing 
Compliance Procedures. Form 15023 has been revised to be used as a 
response to compliance alerts.
    Current Actions: There are changes to the paperwork burden 
previously approved by OMB. The agency has updated the number of 
respondents/responses for Forms 14457, 14653, and 14654. Form 15023 has 
been revised, but the changes do not affect burden and the estimated 
number of respondents/responses will remain the same and will be re-
evaluated during the next revision cycle. The changes to the response 
estimates result in an overall decrease of 1,478 responses and an 
overall annual time burden of 61,496 hours.
    Type of Review: Revision of a currently approved collection.
    Affected Public: Individuals or Households.
    Estimated Number of Respondents: 15,091.
    Estimated Time per Response: 21 hours, 47 min.
    Estimated Total Annual Burden Hours: 328,892 hours.
    2. Title: Annual Summary and Transmittal of U.S. Information 
Returns.
    OMB Number: 1545-0108.
    Regulation Project Number: Form 1096.
    Abstract: Form 1096 is used to transmit information returns (Forms 
1099, 1098, 5498, and W-2G) to the IRS service centers. Under Internal 
Revenue Code section 6041 and related regulations, a separate Form 1096 
is used for each type of return sent to the service center by the 
payer. It is used by IRS to summarize, categorize, and process the 
forms being filed.
    Current Actions: Changes to update box numbers for Forms 1099-MISC 
and 1099-NEC along with updated filing projections will result in a 
decrease in the estimated annual burden by 893,582 hours.
    Type of Review: Revision of a currently approved collection.
    Affected Public: Business or other for-profit organizations, 
individuals or households, not-for-profit institutions, farms, Federal 
government, and State, local or Tribal governments.
    Estimated Number of Respondents: 2,124,667.
    Estimated Time per Respondent: 11 min.
    Estimated Total Annual Burden Hours: 403,687.
    3. Title: Distributions From Pensions, Annuities, Retirement or 
Profit-sharing Plans, IRAs, Insurance Contracts, etc.
    OMB Number: 1545-0119.
    Form Number: 1099-R.
    Abstract: Form 1099-R is used to report distributions from 
pensions, annuities, profit-sharing or retirement plans, IRAs, and the 
surrender of insurance contracts. This information is used by the IRS 
to verify that income has been properly reported by the recipient.
    Current Actions: There is no change to the form, however the agency 
has updated the estimated number of responses based on the most recent 
filing data. The agency estimates 9,729,300 more responses, increasing 
overall burden by 4,280,892 hours.
    Type of Review: Extension of a currently approved collection.
    Affected Public: Businesses or other for-profit organizations, not 
for-profit institutions, and Federal, State, local or Tribal 
governments.
    Estimated Number of Respondents: 8,000.
    Estimated Number of Responses: 115,703,400.
    Estimated Time per Response: 26 minutes.
    Estimated Total Annual Burden Hours: 50,909,496 hours.
    4. Title: Foreign Tax Credit (Individual, Estate, or Trust).

[[Page 10997]]

    OMB Number: 1545-0121.
    Form Number: 1116, Schedules B and Schedule C.
    Abstract: Form 1116, Schedules B and Schedule C are used by 
individuals (including nonresident aliens), estates, or trusts who paid 
foreign income taxes on U.S. taxable income, to compute the foreign tax 
credit. This information is used by the IRS to determine if the foreign 
tax credit is properly computed.
    Current Actions: There are no changes being made to the form at 
this time.
    Type of Review: Extension of a currently approved collection.
    Affected Public: Individuals or households.
    Estimated Number of Responses: 454,326.
    Estimated Time per Respondent: 7.30 hours.
    Estimated Total Annual Burden Hours: 2,531,600.
    5. Title: International Boycott Report.
    OMB Number: 1545-0216.
    Form Number: 5713 and Sch's A, B, & C.
    Abstract: Persons having operations in or related to countries 
which require participation in or cooperation with an international 
boycott may be required to report these operations on Form 5713. 
Persons use Schedule A with Form 5713 to figure the international 
boycott factor to use in figuring the loss of tax benefits. Persons use 
Schedule B with Form 5713 to specifically attribute taxes and income to 
figure the loss of tax benefits. Filers of Schedule A or B (Form 5713) 
use Schedule C to compute the loss of tax benefits from participation 
in or cooperation with an international boycott.
    Current Actions: There is no change to the paperwork burden 
previously approved by OMB.
    Type of Review: Extension of a currently approved collection.
    Affected Public: Business or other for-profit.
    Estimated Number of Respondents: 5,632.
    Estimated Time per Response: 25 hours, 28 min.
    Estimated Total Annual Burden Hours: 143,498 hours.
    6. Title: Request for Copy of Tax Return.
    OMB Number: 1545-0429.
    Form Number: Form 4506.
    Abstract:Internal Revenue Code section 7513 allows taxpayers to 
request a copy of a tax return or related documents. Form 4506 is used 
for this purpose. The information provided will be used for research to 
locate the tax form and to ensure that the requestor is the taxpayer or 
someone authorized by the taxpayer to obtain the documents requested.
    Current Actions: There are no changes being made to the form at 
this time.
    Type of Review: Extension of a currently approved collection.
    Affected Public: Business or other for-profit organizations, 
individuals or households, farms, and Federal, State, local, or Tribal 
governments.
    Estimated Number of Respondents: 325,000.
    Estimated Time per Respondent: 48 min.
    Estimated Total Annual Burden Hours: 260,000.
    7. Title: Request for Prompt Assessment Under Internal Revenue Code 
Section 6501(d).
    OMB Number: 1545-0430.
    Form Number: 4810.
    Abstract: Fiduciaries representing a dissolving corporation or a 
decedent's estate may request a prompt assessment of tax under Internal 
Revenue Code section 6501(d). Form 4810 is used to help locate the 
return and expedite the processing of the taxpayer's request.
    Current Actions: There are no changes being made to the form at 
this time.
    Type of Review: Extension of a currently approved collection.
    Affected Public: Individuals or households, business or other for-
profit organizations, farms, and the Federal Government.
    Estimated Number of Respondents: 4,000.
    Estimated Time per Respondent: 6 hours, 12 minutes.
    Estimated Total Annual Burden Hours: 24,800.
    8. Title: IRA Contribution Information.
    OMB Number: 1545-0747.
    Form Number: 5498.
    Abstract: Form 5498 is used by trustees and issuers to report 
contributions to, and the fair market value of, an individual 
retirement arrangement (IRA). The information on the form will be used 
by IRS to verify compliance with the reporting rules under regulation 
section 1.408-5 and to verify that the participant in the IRA has made 
the contribution that supports the deduction taken.
    Current Actions: There is no change to the existing collection.
    Type of Review: Extension of a currently approved collection.
    Affected Public: Business or other for-profit organizations.
    Estimated Number of Responses: 141,568,500.
    Estimated Time per Respondent: 25 minutes.
    Estimated Total Annual Burden Hours: 58,043,085.
    9. Title: Application for Special Enrollment Examination.
    OMB Number: 1545-0949.
    Form Number: Form 2587.
    Abstract: Filers use this form to apply to take the Special 
Enrollment Examination to establish eligibility for enrollment to 
practice before the Internal Revenue Service.
    Current Actions: There are no changes being made to the form at 
this time.
    Type of Review: Extension of a currently approved collection.
    Affected Public: Individuals or households.
    Estimated Number of Respondents: 15,643.
    Estimated Time per Respondent: .10 hr.
    Estimated Total Annual Burden Hours: 1,564.
    10. Title: Return by a Shareholder of a Passive Foreign Investment 
Company or Qualified Electing Fund and Return by a shareholder making 
certain late elections to end treatment as a passive foreign investment 
company.
    OMB Number: 1545-1002.
    Form Numbers: 8621and 8621-A.
    Abstract: Form 8621 is filed by a U.S. shareholder who owns stock 
in a foreign investment company. The form is used to report income, 
make an election to extend the time for payment of tax, and to pay an 
additional tax and interest amount. The IRS uses Form 8621 to determine 
if these shareholders have correctly reported amounts of income, made 
the election correctly, and have correctly computed the additional tax 
and interest amount. Form 8621-A is necessary for certain taxpayers/
shareholders who are investors in passive foreign investment companies 
(PFIC's) to request late deemed sale or late deemed dividend elections 
(late purging elections) under Reg. 1.1298-3(e). The form provides a 
taxpayer/shareholder the opportunity to fulfill the requirements of the 
regulation in making the election by asserting the following: (i) the 
election is being made before an IRS agent has raised on audit the PFIC 
status of the foreign corporation for any taxable year of the taxpayer/
shareholder; (ii) the taxpayer/shareholder is agreeing (by submitting 
Form 8621-A) to eliminate any prejudice to the interests of the U.S. 
government on account of the taxpayer/shareholder's inability to make 
timely purging elections; and (iii) the taxpayer/shareholder shows as a 
balance due on Form 8621-A an amount reflecting tax plus interest as 
determined under Reg. 1.1298(e)(3).
    Current Actions: IRS is making an administrative change to merge 
the previously approved OMB 1545-1950--Form 8621-A into the OMB 
approval of

[[Page 10998]]

1545-1002. There are no changes to either form or its use.
    Type of Review: Revision of a currently approved collection.
    Affected Public: Businesses or other for-profit organizations and 
individuals.
    Form 8621:
    Estimated Number of Respondents: 1,333.
    Estimated Time per Response: 48 hours, 44 min.
    Estimated Total Annual Burden Hours: 64,962.
    Form 8621-A:
    Estimated Number of Respondents: 1.
    Estimated Time per Respondent: 78 hours, 30 minutes.
    Estimated Total Annual Burden Hours: 79 hours.
    Authority: 44 U.S.C. 3501 et seq.

Melody Braswell,
Treasury PRA Clearance Officer.
[FR Doc. 2025-03305 Filed 2-27-25; 8:45 am]
BILLING CODE 4830-01-P


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Indexed from Federal Register on February 28, 2025.

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