Form 8964-TRA: IRS Section 987 Transition Information - PDF, Filing Rules, and Fax Guide

Learn what Form 8964-TRA is, who must file it, when it is due, how it differs from Form 8964-ELE, and where to open the official IRS PDF and source page.

Frequently Asked Questions

Where can I get the official 8964-TRA PDF?

This guide links to the official PDF and source page for 8964-TRA near the top of the page.

Can I fax 8964-TRA with Send Fax Pro?

Yes. Send Fax Pro supports document-first fax workflows and this guide explains how to review the official source before sending the packet.