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This form is used by foreign governments or international organizations to claim exemption from withholding on investment income that qualifies for tax exemption under section 892 of the Internal
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How to fill out 8709

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How to fill out 8709

01
Obtain Form 8709 from the IRS website or local office.
02
Fill in the top section with your name, address, and taxpayer identification number.
03
Complete the 'Part I - General Information' section by providing details about your organization.
04
Fill out 'Part II - Type of Application' as applicable to your situation.
05
Provide the necessary details in 'Part III - Entity Information' regarding the nature of the entity or organization applying.
06
Complete 'Part IV - Project Information' with the relevant data on the project being applied for.
07
Review all entries for accuracy and completeness before submission.
08
Sign and date the form at the bottom.

Who needs 8709?

01
Organizations applying for tax-exempt status.
02
Non-profits seeking to sponsor certain projects.
03
Businesses looking for specific tax credits or exemptions.
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Form 8709 is a form used by tax-exempt organizations to request a determination of their status under the Internal Revenue Code.
Organizations applying for tax-exempt status or seeking a determination of their current status under the Internal Revenue Code are required to file Form 8709.
To fill out Form 8709, organizations should provide their name, address, Employer Identification Number (EIN), and the specific section of the Internal Revenue Code under which they are claiming tax-exempt status, along with any other required information.
The purpose of Form 8709 is to allow organizations to request a confirmation or ruling from the IRS regarding their tax-exempt status.
Form 8709 must report the organization's name, address, EIN, the specific section of the Internal Revenue Code under which they are claiming tax-exempt status, and any additional information requested by the IRS.
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