Fax the OTSA copy of Form 8886

The Office of Tax Shelter Analysis accepts the initial-year copy of Form 8886 by fax at 844-253-2553. The original disclosure statement is still attached to your return.

The IRS sends no receipt — your kept fax log is the compliance evidence, which is exactly what our emailed transmission report provides.

Download the blank form from IRS.gov: Form 8886 (PDF)

Fax Form 8886 now — $2.49
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Where this form faxes

ScenarioIRS fax number
OTSA copy, initial-year filing844-253-2553

IRS fax numbers change without notice. We re-verify our routing table against the current IRS form instructions, and the exact number your document was sent to is printed on your transmission report.

Numbers last verified against IRS sources: 2026-07-19 · Official IRS source

Deadline

The OTSA copy is due when you file the first return reflecting the reportable transaction.

Frequently asked questions

To 844-253-2553. Only the initial-year OTSA copy is faxed; the original Form 8886 attaches to the return for every year of participation.

No — OTSA does not issue receipts for faxed copies. Retain the transmission report as proof; penalties for non-disclosure start at $5,000/$10,000 and scale up.

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