Get Form 1023-ez (rev. May 2014) - Internal Revenue Service - Irs

Filling out Form 1023-EZ is a critical step for organizations seeking tax-exempt status under section 501(c)(3) of the Internal Revenue Code. This guide provides clear, step-by-step instructions to help users complete the form efficiently and accurately online.

Follow the steps to complete the Form 1023-EZ online.

1. Click ‘Get Form’ button to obtain the Form 1023-EZ and open it in your editor.
2. Begin by providing the identification details of your organization. This includes the full name, address (including city, state, and zip code), employer identification number, and contact telephone number.
3. Input the month your tax year ends and provide the name and contact details of a person who can provide more information, if needed.
4. Complete Part I by listing the officers, directors, and/or trustees of your organization, including their names, titles, and addresses. If you have more than five, refer to the provided instructions.
5. In Part II, indicate your organization’s structure (corporation, unincorporated association, or trust). Remember to attest that you have the necessary organizing document for your structure.
6. Provide the date of incorporation or formation and the state where your organization is incorporated. Ensure your organizing document includes the required provisions under section 501(c)(3).
7. Proceed to Part III, where you will enter the NTEE code that describes your organization. Ensure to check the purposes that apply to your organization to demonstrate exclusivity in operations.
8. Fill out the necessary affirmations regarding your activities, including prohibitions and restrictions you will adhere to as a section 501(c)(3) organization.
9. If seeking public charity status, complete Part IV by checking the appropriate box(s) to demonstrate your support from public sources. If you are a private foundation, confirm the necessary provisions in your organizing document.
10. Complete Part V if applicable, ensuring to declare your intent for reinstatement if your exemption status has been revoked.
11. Finally, in Part VI, ensure to type or print the name, title, and date of the person authorized to sign the application and include their signature.
12. Review all information to ensure accuracy before saving your changes. You can then download, print, or share the completed Form 1023-EZ.

Start completing your Form 1023-EZ online today for a smoother application process.