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Instructions for Form 8940Department of the Treasury Internal Revenue Service(Rev. January 2018)Request for Miscellaneous Determination Under Section 507, 509(a), 4940, 4942, 4945, and 6033 of the
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How to fill out instructions for form 8940

01
Step 1: Download Form 8940 from the official IRS website.
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Step 2: Read the instructions provided with the form carefully.
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Step 3: Gather all the necessary information and documents required to complete the form.
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Step 4: Start filling out the form by entering your personal details such as name, address, and social security number.
05
Step 5: Follow the instructions provided on the form for each specific section.
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Step 6: Provide accurate and complete information about your organization's details and activities.
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Step 7: Double-check all the information and make sure there are no errors or omissions.
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Step 8: Sign and date the completed form.
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Step 9: Attach any additional documents or schedules as required.
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Step 10: Submit the completed form along with any applicable fees or supporting documents to the appropriate IRS address.

Who needs instructions for form 8940?

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Anyone who is required to apply for tax-exempt status under Section 501(a) and does not automatically qualify for exemption must fill out Form 8940 and submit it to the IRS.
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This includes organizations such as charities, nonprofits, social clubs, and other tax-exempt entities.
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Individuals or entities seeking reinstatement of tax-exempt status after it has been revoked may also need to complete Form 8940.
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