Get the free Form 8717 - taxboard
Show details
This form is used to request a determination letter from the IRS regarding the qualified status of an employee benefit plan, including the payment of applicable user fees.
We are not affiliated with any brand or entity on this form
Get, Create, Make and Sign form 8717 - taxboard
Edit your form 8717 - taxboard 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 - taxboard form via URL. You can also download, print, or export forms to your preferred cloud storage service.
How to edit form 8717 - taxboard online
Follow the steps down below to use a professional PDF editor:
1
Log in. Click Start Free Trial and create a profile if necessary.
2
Upload a document. Select Add New on your Dashboard and transfer a file into the system in one of the following ways: by uploading it from your device or importing from the cloud, web, or internal mail. Then, click Start editing.
3
Edit form 8717 - taxboard. Add and replace text, insert new objects, rearrange pages, add watermarks and page numbers, and more. Click Done when you are finished editing and go to the Documents tab to merge, split, lock or unlock the file.
4
Save your file. Select it from your list of records. Then, move your cursor to the right toolbar and choose one of the exporting options. You can save it in multiple formats, download it as a PDF, send it by email, or store it in the cloud, among other things.
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 - taxboard
How to fill out Form 8717
01
Obtain Form 8717 from the IRS website or request a paper copy.
02
Fill out the top section with your personal information, including your name, address, and EIN (Employer Identification Number).
03
Indicate the tax year for which you are filing the form.
04
Complete Part I by checking the appropriate box that indicates the type of pension plan you are filing for.
05
Fill in Part II by providing the necessary financial information about the plan, including the number of participants and total plan assets.
06
If applicable, complete Part III by entering any additional information requested.
07
Review your entries for accuracy and completeness.
08
Sign and date the form, including your title or position within the organization.
09
Mail the completed form to the address specified in the form instructions.
Who needs Form 8717?
01
Employers sponsoring a pension plan or employee benefit plan.
02
Organizations that are applying for a determination letter related to their retirement plan.
03
Fiduciaries or administrators responsible for managing retirement plans under IRS regulations.
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 a form used to request a determination letter for certain employee benefit plans, including pension and profit-sharing plans.
Who is required to file Form 8717?
Employers sponsoring qualified retirement plans and seeking determination letters from the IRS are required to file Form 8717.
How to fill out Form 8717?
To fill out Form 8717, provide information about the plan, including the plan name, type, and the name of the plan sponsor. Follow the instructions provided with the form carefully.
What is the purpose of Form 8717?
The purpose of Form 8717 is to apply for a determination letter from the IRS, which confirms that a retirement plan meets the requirements of the Internal Revenue Code.
What information must be reported on Form 8717?
Information reported on Form 8717 includes the plan name, plan type, sponsor's details, and any relevant plan amendments or changes.
Fill out your form 8717 - taxboard 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 - Taxboard 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.
