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How to fill out form 8718 determination letter

How to fill out form 8718 determination letter:

1. Gather all necessary information: Before filling out the form, ensure that you have all relevant information readily available. This includes details about the organization seeking the determination letter, such as its name, address, and Employer Identification Number (EIN).
2. Provide general information: Start by providing general details in section A of the form. This includes the type of organization (e.g., corporation, trust, foundation), the date of formation, and a brief description of the organization's activities.
3. Answer specific questions: Move on to section B of the form, where you will need to answer a series of specific questions about the organization, its operations, and any activities that may affect its tax-exempt status. Provide accurate and concise responses to each question.
4. Attach supporting documents: Section C of the form allows you to attach any necessary supporting documents. These might include copies of articles of incorporation, bylaws, financial statements, or other relevant documents that help substantiate the organization's tax-exempt status.
5. Sign and date: Once you have completed all sections of the form, sign and date it at the bottom. Make sure to provide the name and title of the person signing the form.

Who needs form 8718 determination letter:

1. Organizations seeking tax-exempt status: Form 8718 determination letter is typically required by organizations that are seeking recognition of their tax-exempt status. This includes entities such as charities, non-profit organizations, religious institutions, and certain types of business entities.
2. Organizations applying for retroactive reinstatement: If an organization's tax-exempt status has been revoked and it wishes to have it retroactively reinstated, they will need to submit form 8718 determination letter.
3. Organizations undergoing changes: Organizations that have undergone significant changes, such as mergers, acquisitions, or changes in their purpose or structure, might also need to file form 8718 determination letter to update their tax-exempt status with the Internal Revenue Service (IRS).

It is advisable to consult the instructions provided by the IRS or seek professional guidance from a tax attorney or CPA when filling out form 8718 determination letter, as it can be complex and may have specific requirements based on the organization's circumstances.

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What is form 8718 determination letter?

Form 8718 determination letter is a form used by tax-exempt organizations to request a determination letter from the Internal Revenue Service (IRS) regarding their tax-exempt status.

Who is required to file form 8718 determination letter?

Tax-exempt organizations that want to request a determination letter from the IRS regarding their tax-exempt status are required to file form 8718 determination letter.

How to fill out form 8718 determination letter?

To fill out form 8718 determination letter, you need to provide information such as the name and address of the organization, the type of exemption requested, details about the organization's activities and finances, and the signature of an authorized individual.

What is the purpose of form 8718 determination letter?

The purpose of form 8718 determination letter is to request a determination from the IRS about an organization's tax-exempt status. This letter is important for the organization to confirm its eligibility for certain tax benefits.

What information must be reported on form 8718 determination letter?

Form 8718 determination letter requires information such as the organization's name, address, Employer Identification Number (EIN), tax year being requested, details about the organization's activities and finances, and the type of exemption being requested.

When is the deadline to file form 8718 determination letter in 2023?

The deadline to file form 8718 determination letter in 2023 is typically the 15th day of the fifth month after the close of the organization's tax year. However, it's always recommended to check the specific IRS instructions or consult a tax professional for the exact deadline.

What is the penalty for the late filing of form 8718 determination letter?

The penalty for the late filing of form 8718 determination letter can vary depending on the circumstances. It's best to refer to the IRS guidelines and instructions for penalties and late filing fees, or seek advice from a tax professional.

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