Notice2025-14630

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
August 1, 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

<html>
<head>
<title>Federal Register, Volume 90 Issue 146 (Friday, August 1, 2025)</title>
</head>
<body><pre>
[Federal Register Volume 90, Number 146 (Friday, August 1, 2025)]
[Notices]
[Pages 36283-36285]
From the Federal Register Online via the Government Publishing Office [<a href="http://www.gpo.gov">www.gpo.gov</a>]
[FR Doc No: 2025-14630]


-----------------------------------------------------------------------

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.

-----------------------------------------------------------------------

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 September 2, 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#d8888a9998acaabdb9abadaaa1f6bfb7ae"><span class="__cf_email__" data-cfemail="b2e2e0f3f2c6c0d7d3c1c7c0cb9cd5ddc4">[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: Opinion Letter Applications for Pre-Approved Plans (Forms 
4461, 4461-A, 4461-B, and Form 4461-C).
    OMB Number: 1545-0169.
    Form Number: 4461, 4461-A, 4461-B, and 4461-C.
    Abstract: The IRS uses these forms to determine from the 
information submitted whether the provider or mass

[[Page 36284]]

submitter of a pre-approved defined contribution plan qualifies under 
section 401(a) of the Internal Revenue Code for plan approval. The 
application is also used to apply for the approval of their employee 
benefit plans of standardized or nonstandardized pre-approval plans 
under section 403(b) and their related trust as exempt from federal 
income tax under Code section 501(a).
    Current Actions: There are no changes being made to the forms and 
burden estimates at this time.
    Type of Review: Extension of a currently approved collection.
    Affected Public: Business or other for-profit organizations.
    Estimated Number of Respondents: 2925.
    Estimated Time per Respondent: 149 hours, 49 minutes.
    Estimated Total Annual Burden Hours: 39,153 hours.
    2. Title: Application for Determination for Terminating Plan and 
Distributable Benefits from Employee Pension Benefit Plans.
    OMB Control Number: 1545-0202.
    Form Number: Form 5310 and Form 6608.
    Abstract: Employers who have qualified deferred compensation plans 
can take an income tax deduction for contributions to their plans. Form 
5310 is used to request an IRS determination letter about the plan's 
qualification status (qualified or non-qualified) under Internal 
Revenue Code sections 401(a) or 403(a) of a pension. Form 6088 is used 
by the IRS to analyst an application for a determination letter on the 
qualification of the plan upon termination.
    Current Actions: There is no change to the previously approved 
information collection.
    Type of Review: Extension of a currently approved collection.
    Affected Public: Businesses and other for-profit organizations.
    Estimated Number of Responses: 935.
    Estimated Time per Response: 105 hours, 8 minutes.
    Estimated Total Annual Burden Hours: 65,323.
    3. Title: Request for Discharge from Personal Liability Under 
Internal Revenue Code Section 2204 or 6905.
    OMB Number: 1545-0432.
    Form Number: 5495.
    Abstract: Form 5495 provides guidance under sections 2204 and 6905 
for executors of estates and fiduciaries of decedent's trusts. The 
form, filed after regular filing of an Estate, Gift, or Income tax 
return for a decedent, is used by the executor or fiduciary to request 
discharge from personal liability for any deficiency for the tax and 
periods shown on the form.
    Current Actions: There are no changes to the paperwork burden 
previously approved by OMB. This form is being submitted for renewal 
purposes only.
    Type of Review: Extension of a currently approved collection.
    Affected Public: Individuals or households.
    Estimated Number of Respondents: 25,000.
    Estimated Time per Respondent: 12 hrs. 16 min.
    Estimated Total Annual Burden Hours: 306,500 hours.
    4. Title: Allocation of Expenses by Real Estate Mortgage Investment 
Conduits.
    OMB Control Number: 1545-1018.
    Regulation Project Number: TD 8266 and 8431.
    Abstract Internal Revenue Code (IRC) sections 67 and 6049 and their 
regulations provide rules for certain deductions and income, as well as 
information disclosure requirements regarding the income and 
deductions. Treasury Regulations section 1.67-3(f)(4)(ii) requires 
single-class REMICs to provide certain IRC section 67 information to a 
person holding a regular interest in the single-class REMIC pursuant to 
section 1.6049-7(e). Treasury Regulations section 1.6049-7(e) requires 
the REMIC to provide certain information to brokers and middlemen who 
request the information to complete information returns. Treasury 
Regulations Section 1.6049-7(f)(7) requires brokers and middlemen to 
furnish certain information to corporations, non-calendar year 
taxpayers, and other specified persons who requests the information and 
for whom the broker or middleman holds as a nominee a REMIC regular 
interest or a collateralized debt obligation.
    Current Actions: There is no change to the previously approve 
collection.
    Type of Review: Extension of a currently approved collection.
    Affected Public: Business or other for-profit organizations.
    Estimated Number of Responses: 9,725.
    Estimated Time per Respondent: 6,978 minutes.
    Estimated Total Annual Burden Hours: 978.
    5. Title: Notice of Plan Merger or Consolidation, Spinoff, or 
Transfer of Plan Assets or Liabilities, Notice of Qualified Separate 
Lines of Business.
    OMB Number: 1545-1225.
    Project Number: Form 5310-A.
    Abstract: Internal Revenue Code section 6058(b) requires plan 
administrators to notify IRS of any plan mergers, consolidations, 
spinoffs, or transfers of plan assets or liabilities to another plan. 
Code section 414(r) requires employers to notify IRS of separate lines 
of business for their deferred compensation plans. Form 5310-A is used 
to make these notifications.
    Current Actions: There is no change in the paperwork burden 
previously approved by OMB. This form is being submitted for renewal 
purposes only.
    Type of Review: Extension of a currently approved collection.
    Affected Public: Businesses and other for-profit organizations.
    Estimated Number of Respondents: 935.
    Estimated Time per Respondent: 14 hrs. 56 min.
    Estimated Total Annual Burden Hours: 7,631.
    6. Title: Reporting Requirements for Widely Held Fixed Investment 
Trusts.
    OMB Number: 1545-1540.
    Regulation Project Number: TD 9308.
    Abstract: 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.
    Current Actions: There are no changes to the paperwork burden 
previously approved by OMB.
    Type of Review: Extension of a currently approved collection.
    Affected Public: Businesses and other for-profit organizations.
    Estimated Number of Respondents: 1,200.
    Estimated Time per Respondent: 2 hours.
    Estimated Total Annual Burden Hours: 2,400.
    7. Title: Qualifying Advanced Coal Project Program.
    OMB Number: 1545-2003.
    Notice Number: Notice 2020-88.
    Abstract: This notice updates and amplifies the procedures for the 
allocation of Sec.  48A Phase III credits by announcing the beginning 
of Round 3 of the Sec.  48A Phase III Program. To be considered in 
Round 3 of the Sec.  48A Phase III Program, applications must be 
submitted to the Department of Energy (DOE) (Application for DOE 
Certification) and to the IRS (Application for Sec.  48A 
Certification).
    Current Actions: There are changes to the existing collection. The 
notice updates prior procedures to comply with the requirements of 
Round 3 of the Sec.  48A Phase III Program.

[[Page 36285]]

    Type of Review: Revision of a currently approved collection.
    Affected Public: Businesses and other for-profit organizations.
    Estimated Number of Responses: 5.
    Estimated Time per Respondent: 110 hours.
    Estimated Total Annual Burden Hours: 550 hours.
    8. Title: S Corporation Shareholder Stock and Debt Basis 
Limitations.
    OMB Number: 1545-2302.
    Document Number: Forms 7203.
    Abstract: Internal Revenue Code (IRC) Section 1366 determines the 
shareholder's tax liability from an S corporation. IRC Section 1367 
details the adjustments to basis including the increase and decrease in 
basis, income items included in basis, the basis of indebtedness, and 
the basis of inherited stock. Shareholders will use Form 7203 to 
calculate their stock and debt basis, ensuring the losses and 
deductions are accurately claimed.
    Current Actions: There are no changes in the form previously 
approved by OMB. However, updates in the burden computation will result 
in a burden decrease of 51,100 hours.
    Type of Review: Revision of a currently approved collection.
    Affected Public: Estates and Trusts.
    Estimated Number of Respondents: 70,000.
    Estimated Time per Respondent: 3 hrs., 3 min.
    Estimated Total Annual Burden Hours: 214,200.
    Authority: 44 U.S.C. 3501 et seq.

Melody Braswell,
Treasury PRA Clearance Officer.
[FR Doc. 2025-14630 Filed 7-31-25; 8:45 am]
BILLING CODE 4810-25-P


</pre><script data-cfasync="false" src="/cdn-cgi/scripts/5c5dd728/cloudflare-static/email-decode.min.js"></script></body>
</html>
Indexed from Federal Register on August 1, 2025.

This is legal information, not legal advice. Laws vary by jurisdiction and change frequently. Always verify current law with official sources and consult a licensed attorney in your jurisdiction for advice on your specific situation.