Form preview

Get the free Instructions for Form 8940 (Rev. August 2015). Instructions for Form 8940, Request f...

Get Form
Instructions for Form 8940 (Rev. August 2015) Department of the Treasury Internal Revenue Service Request for Miscellaneous Determination, Under Section 507, 509(a), 4940, 4942, 4945, and 6033 of
We are not affiliated with any brand or entity on this form

Get, Create, Make and Sign instructions for form 8940

Edit
Edit your instructions for form 8940 form online
Type text, complete fillable fields, insert images, highlight or blackout data for discretion, add comments, and more.
Add
Add your legally-binding signature
Draw or type your signature, upload a signature image, or capture it with your digital camera.
Share
Share your form instantly
Email, fax, or share your instructions for form 8940 form via URL. You can also download, print, or export forms to your preferred cloud storage service.

How to edit instructions for form 8940 online

9.5
Ease of Setup
pdfFiller User Ratings on G2
9.0
Ease of Use
pdfFiller User Ratings on G2
Follow the steps below to benefit from a competent PDF editor:
1
Log in to your account. Click Start Free Trial and sign up a profile if you don't have one.
2
Upload a file. Select Add New on your Dashboard and upload a file from your device or import it from the cloud, online, or internal mail. Then click Edit.
3
Edit instructions for form 8940. Text may be added and replaced, new objects can be included, pages can be rearranged, watermarks and page numbers can be added, and so on. When you're done editing, click Done and then go to the Documents tab to combine, divide, lock, or unlock the file.
4
Save your file. Select it from your records list. Then, click the right toolbar and select one of the various exporting options: save in numerous formats, download as PDF, email, or cloud.
It's easier to work with documents with pdfFiller than you could have believed. You may try it out for yourself by signing up for an account.

Uncompromising security for your PDF editing and eSignature needs

Your private information is safe with pdfFiller. We employ end-to-end encryption, secure cloud storage, and advanced access control to protect your documents and maintain regulatory compliance.
GDPR
AICPA SOC 2
PCI
HIPAA
CCPA
FDA

How to fill out instructions for form 8940

Illustration

Point by point instructions on how to fill out form 8940:

01
Start by obtaining a copy of form 8940 from the official IRS website or by requesting it through mail.
02
Read through the instructions provided with the form to ensure that you understand the purpose and requirements of form 8940.
03
Begin filling out the top portion of the form, which requires your personal information such as your name, Social Security number, and contact details. Double-check for accuracy before proceeding.
04
If you are completing the form for an organization, provide the organization's name, Employer Identification Number (EIN), and address in the appropriate sections.
05
Moving on to Part I of the form, provide details about the organization's exemptions, specifically listing any previous exemptions granted or pending. You may be required to attach additional documentation if applicable.
06
In Part II, describe the organization's activities and provide information on how it operates. This section aims to gather information about the organization's purpose, history, governance structure, and financial operations.
07
Part III requires you to report any substantial changes made to the organization since the last application for exemption or annual information return was filed. This includes changes in activities, bylaws, dissolutions, or mergers, among others. Be sure to provide accurate and detailed information.
08
Review your completed form thoroughly to ensure all sections are accurately filled and all required information is provided. Make a copy of the form for your records before submitting it.

Who needs instructions for form 8940?

01
Non-profit organizations seeking to apply for or make changes to their tax-exempt status under section 501(c)(3) of the Internal Revenue Code need instructions for form 8940.
02
Individuals responsible for administering or managing non-profit organizations, such as board members, executive directors, or CFOs, may require instructions for form 8940 to ensure compliance with IRS regulations.
03
Tax professionals who assist non-profit organizations with their tax filings and application for tax-exempt status should be familiar with form 8940 and its instructions to provide accurate guidance to their clients.
Fill form : Try Risk Free
Users Most Likely To Recommend - Summer 2025
Grid Leader in Small-Business - Summer 2025
High Performer - Summer 2025
Regional Leader - Summer 2025
Easiest To Do Business With - Summer 2025
Best Meets Requirements- Summer 2025
Rate the form
4.7
Satisfied
55 Votes

For pdfFiller’s FAQs

Below is a list of the most common customer questions. If you can’t find an answer to your question, please don’t hesitate to reach out to us.

pdfFiller not only allows you to edit the content of your files but fully rearrange them by changing the number and sequence of pages. Upload your instructions for form 8940 to the editor and make any required adjustments in a couple of clicks. The editor enables you to blackout, type, and erase text in PDFs, add images, sticky notes and text boxes, and much more.
You certainly can. You get not just a feature-rich PDF editor and fillable form builder with pdfFiller, but also a robust e-signature solution that you can add right to your Chrome browser. You may use our addon to produce a legally enforceable eSignature by typing, sketching, or photographing your signature with your webcam. Choose your preferred method and eSign your instructions for form 8940 in minutes.
Use pdfFiller's Gmail add-on to upload, type, or draw a signature. Your instructions for form 8940 and other papers may be signed using pdfFiller. Register for a free account to preserve signed papers and signatures.
Form 8940 is used to apply for a waiver from the requirement to electronically file Forms 1099, 1098, 5498, and W-2G.
Taxpayers who are unable to file the required forms electronically.
You must provide detailed information on why you are unable to file electronically and submit the form to the IRS.
The purpose is to request a waiver from the electronic filing requirement due to hardship.
You must provide your name, address, TIN, and a detailed explanation of why you are unable to file electronically.
Fill out your instructions for form 8940 online with pdfFiller!

pdfFiller is an end-to-end solution for managing, creating, and editing documents and forms in the cloud. Save time and hassle by preparing your tax forms online.

Get started now
Form preview
If you believe that this page should be taken down, please follow our DMCA take down process here .
This form may include fields for payment information. Data entered in these fields is not covered by PCI DSS compliance.