Get F1028 Form

Completing the F1028 Form online is a crucial step for organizations seeking recognition of exemption under section 521 of the Internal Revenue Code. This guide will provide clear, step-by-step instructions to help you navigate and fill out each section accurately.

Follow the steps to complete the F1028 Form online.

1. Click the ‘Get Form’ button to acquire the F1028 Form and open it in your preferred online editor.
2. In Part I, provide the identification information for your organization, including the full name, employer identification number, address, contact information, and incorporation date.
3. Indicate whether your organization has filed federal income tax returns in question 6 of Part I.
4. In Part II, check the applicable entity type (corporation or other) and attach the required organizing and operational documents.
5. Move to Part III where you will provide detailed operational information about your organization. This includes data about shares of capital stock, voting rights, and various operational activities.
6. In Part IV, complete the financial data section by filling out the statement of receipts and expenditures as well as balance sheets for the current and three preceding years.
7. Review all provided information for accuracy and make any necessary adjustments before finalizing the form.
8. Once completed, you can save changes, download, print, or share the form according to your preferences.

Take the next step for your organization by completing the F1028 Form online today.