Get the free About Form 8940, Request for Miscellaneous Determination ...

See Attached Request for Miscellaneous Determination Filed 6/25/2014 Form 8940 OMB No 15450047Form 990 Department of the Treasury Internal Revenue ServiceReturn of Organization Exempt From Income

How to fill out about form 8940 request

How to fill out about form 8940 request

1. To fill out Form 8940 request, follow these steps:
2. Start by downloading the form from the official IRS website.
3. Read the instructions provided with the form to understand the eligibility criteria and requirements.
4. Gather all the necessary documents and information needed to complete the form, such as personal identification details, financial records, and supporting documents.
5. Begin filling out the form by providing your personal information, including your name, address, and social security number.
6. Follow the instructions provided for each section of the form, and ensure you accurately provide the requested information.
7. Pay special attention to the eligibility criteria and requirements section, ensuring you meet the necessary qualifications before proceeding.
8. Double-check all the information you have entered to avoid any errors or omissions.
9. Sign and date the form where indicated, certifying the accuracy of the information provided.
10. Make a copy of the completed form for your records.
11. Submit the completed form along with any required supporting documents to the appropriate IRS office as specified in the instructions.
12. It is advisable to keep a copy of the submission receipt or any tracking information for future reference.

Who needs about form 8940 request?

1. Form 8940 request is primarily needed by individuals or estates that want to make an election under Section 645 of the Internal Revenue Code. This section allows certain estates to be treated as an entity separate from the decedent for federal tax purposes.
2. Generally, Form 8940 request is used by the executor or personal representative of an estate to make an election to treat the estate as a Qualified Revocable Trust (QRT) or an Electing Small Business Trust (ESBT) for federal tax purposes.
3. Applicants should carefully review the instructions and eligibility criteria to determine if they meet the requirements before submitting Form 8940 request.

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What is about form 8940 request?

Form 8940 is a request for the issuance of a determination letter regarding the tax-exempt status of certain organizations.

Who is required to file about form 8940 request?

Organizations seeking a determination regarding their tax-exempt status or changes in their operations must file Form 8940.

How to fill out about form 8940 request?

To fill out Form 8940, organizations must provide their EIN, legal name, and detailed information about their activities and structure, following the instructions provided with the form.

What is the purpose of about form 8940 request?

The purpose of Form 8940 is to request a formal determination from the IRS on whether an organization qualifies for tax-exempt status under the Internal Revenue Code.

What information must be reported on about form 8940 request?

Form 8940 requires organizations to report their legal name, EIN, information about officers and board members, and a description of their activities.