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This form is used by organizations seeking to obtain recognition of their tax-exempt status under section 501(c)(3) of the Internal Revenue Code. The form includes detailed inquiries about the organization\'s
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How to fill out form 1023

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How to fill out form 1023

01
Begin by obtaining Form 1023 from the IRS website.
02
Provide the organization's legal name and address in Part I.
03
Confirm the applicant's eligibility in Part II by answering specific questions.
04
Fill out Part III with the organization's purpose and activities, ensuring they align with charitable purposes.
05
In Part IV, provide information about the organization's structure, including its governing body.
06
Complete Part V by detailing the financial information, including expected revenues and expenses.
07
Include a narrative description of the activities in Part VI, explaining how the organization will achieve its mission.
08
Attach any required documents, such as bylaws, articles of incorporation, and financial statements.
09
Review the form for accuracy and completeness before submission.
10
Submit the form to the IRS with the required user fee.

Who needs form 1023?

01
Nonprofit organizations that seek 501(c)(3) tax-exempt status in the United States need Form 1023.
02
Charitable organizations, educational institutions, religious organizations, and certain other nonprofits applying for federal income tax exemption should complete this form.
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Form 1023 is an application form submitted to the IRS to obtain recognition of exemption from federal income tax under section 501(c)(3) of the Internal Revenue Code for organizations that are charitable, educational, or religious.
Organizations that wish to be recognized as tax-exempt under section 501(c)(3) of the Internal Revenue Code are required to file Form 1023.
To fill out Form 1023, organizations must provide detailed information about their structure, purpose, activities, and finances. They should follow the instructions provided with the form and ensure they include all required documentation.
The purpose of Form 1023 is to apply for federal tax exemption under section 501(c)(3), allowing organizations to receive tax-deductible contributions and be exempt from federal income tax.
Form 1023 requires information about the organization’s name, address, employer identification number, structure, governing documents, purposes and activities, financial data, and other pertinent information to determine eligibility for tax-exempt status.
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