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OMB No 15450047Return of Organization Exempt From Income Reinform 4960WO O5Under section 501 (c), 527, or 4947 (a)(1) of the Internal Revenue Code (except black lung benefit trust or private foundation) Department

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How to fill out form 4960

01

Read and understand the instructions for form 4960.

02

Gather all the necessary information and documents required to complete the form.

03

Start by entering your personal information such as name, address, and Social Security number.

04

Provide details about the type of plan or arrangement that is subject to the excise tax.

05

Calculate the net investment income or the excise tax on excess parachute payments, as applicable.

06

Fill out the sections related to the tax, including any estimated tax payments made.

07

Sign and date the form.

08

Review the completed form for accuracy before submitting it to the appropriate tax authority.

Who needs form 4960?

01

Form 4960 is needed by individuals or organizations who are subject to the excise tax on certain executive compensation arrangements or on net investment income of certain tax-exempt organizations.

02

This form is specifically required for reporting and paying the excise tax imposed under section 4960 of the Internal Revenue Code.

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What is form 4960?

Form 4960 is the Return of Excise Taxes Related to Employee Benefit Plans.

Who is required to file form 4960?

Organizations that are subject to the excise tax imposed on excess remuneration and excess parachute payments under section 4960 of the Internal Revenue Code are required to file form 4960.

How to fill out form 4960?

Form 4960 must be completed following the instructions provided by the IRS and all relevant information related to the excise tax on excess remuneration and excess parachute payments must be accurately reported.

What is the purpose of form 4960?

The purpose of form 4960 is to report excise taxes related to employee benefit plans, specifically excess remuneration and excess parachute payments.

What information must be reported on form 4960?

Form 4960 requires the reporting of excess remuneration and excess parachute payments subject to the excise tax imposed under section 4960.

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