Get the free Form 8717
Show details
This form is used to apply for a user fee for an employee plan determination letter from the IRS, including details regarding fees and certification for exemptions.
We are not affiliated with any brand or entity on this form
Get, Create, Make and Sign form 8717
Edit your form 8717 form online
Type text, complete fillable fields, insert images, highlight or blackout data for discretion, add comments, and more.
Add your legally-binding signature
Draw or type your signature, upload a signature image, or capture it with your digital camera.
Share your form instantly
Email, fax, or share your form 8717 form via URL. You can also download, print, or export forms to your preferred cloud storage service.
How to edit form 8717 online
To use our professional PDF editor, follow these steps:
1
Create an account. Begin by choosing Start Free Trial and, if you are a new user, establish a profile.
2
Prepare a file. Use the Add New button. Then upload your file to the system from your device, importing it from internal mail, the cloud, or by adding its URL.
3
Edit form 8717. Rearrange and rotate pages, add new and changed texts, add new objects, and use other useful tools. When you're done, click Done. You can use the Documents tab to merge, split, lock, or unlock your files.
4
Get your file. Select your file from the documents list and pick your export method. You may save it as a PDF, email it, or upload it to the cloud.
pdfFiller makes dealing with documents a breeze. Create an account to find out!
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.
How to fill out form 8717
How to fill out Form 8717
01
Obtain Form 8717 from the IRS website or your tax professional.
02
Enter your name, address, and taxpayer identification number at the top of the form.
03
Indicate the type of application you are submitting (e.g., new plan, amended plan).
04
Fill in the applicable financial information related to your retirement plan.
05
Review your entries for accuracy and completeness.
06
Sign and date the form.
07
Submit the form to the appropriate IRS address indicated in the instructions.
Who needs Form 8717?
01
Employers who are establishing a new retirement plan.
02
Plan sponsors who are making changes to an existing retirement plan.
03
Trustees or administrators of retirement plans seeking IRS approval.
Fill
form
: Try Risk Free
People Also Ask about
How much does a determination letter cost?
The fee for filing Form 5307 will increase to $1,200 (up from $1,000). The fee for filing Form 5300 or Form 5310 for a multiple-employer qualified plan will go up to $4,200 (up from $4,000).
What is tax form 8288 for?
Form 8288. The tax withheld on the acquisition of a U.S. real property interest from a foreign person is reported and paid using Form 8288. Form 8288 also serves as the transmittal form for copies A and B of Form 8288-A. Generally, transferees must file Form 8288 by the 20th day after the date of the disposition.
How much are IRS counsel user fees?
The price of user fees for requests processed by the IRS Office of Chief Counsel ranges from $150 to more than $28,000, depending on the type of request. It is important to the taxpayer that fees for these requests are processed accurately and refunded when required.
What is tax form 8864?
Use Form 8864 (Rev. January 2023) to claim your section 40A credits or the section 40B credit for sustainable aviation fuel. Claim the credits for the tax year in which the sale or use occurs.
What is tax form 870?
Form 870 — Waiver of Restrictions on Assessment and Collection of Deficiency in Tax and Acceptance of Overassessment, Legal Forms.
What is an 8718 tax form?
Organizations applying for federal income tax exemption file Form 8718 with their determination letter application to record payment of the required user fee.
How much is the 501c3 user fee?
The filing fee for Form 1024 is $600 with a processing time of 7-10 months. Taking these costs into account, you'll either pay $275 or $600.
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.
What is Form 8717?
Form 8717 is the User Fee for Employee Plan Determination Letter Request, used by organizations to apply for a determination letter under the Employee Retirement Income Security Act.
Who is required to file Form 8717?
Organizations seeking a determination letter on the qualified status of their retirement plans are required to file Form 8717.
How to fill out Form 8717?
To fill out Form 8717, organizations must provide their basic information, describe the plan for which they're requesting a determination letter, and calculate the appropriate user fee.
What is the purpose of Form 8717?
The purpose of Form 8717 is to collect the user fee for processing requests for determination letters regarding the qualified status of retirement plans.
What information must be reported on Form 8717?
Form 8717 requires information such as the name and EIN of the plan sponsor, the type of plan, whether it's a new or existing plan, and the applicable user fee.
Fill out your form 8717 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.
Form 8717 is not the form you're looking for?Search for another form here.
Relevant keywords
Related Forms
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.
