Get Irs 1023-ez Instructions 2023-2025

Filing for tax-exempt status can often feel overwhelming. This guide provides clear, step-by-step instructions on how to complete the IRS 1023-EZ instructions online, ensuring that even those with limited legal experience can navigate the process successfully.

Follow the steps to complete the IRS 1023-EZ Instructions online.

1. Click the ‘Get Form’ button to download the IRS 1023-EZ form and open it in your preferred application for editing.
2. Begin with the General Instructions section. This will provide you with critical information about eligibility and the purpose of the form.
3. Complete the IRS 1023-EZ Eligibility Worksheet to confirm your eligibility to file the form. Ensure you accurately answer all questions.
4. Fill in Part I, Identification of Applicant. Include the full name, mailing address, and employer identification number (EIN) of your organization.
5. In Part II, Organizational Structure, indicate your organizational type and include the organizing documents that support your application.
6. Proceed to Part III, Your Specific Activities. Provide a brief but clear description of the organization’s primary mission or the activities it will conduct.
7. In Part IV, Foundation Classification, check the box that corresponds to your foundation type based on your expected revenue and public support.
8. In Part V, if applicable, address Reinstatement After Automatic Revocation, providing specific details depending on your previous exempt status.
9. Finally, complete the Signature section in Part VI, ensuring it includes the authorized individual’s name, title, and the date of signing.
10. Once all information is completed, review the form for accuracy, then proceed to save changes, download, print, or share the finalized form online.

Start the process of completing your IRS 1023-EZ Instructions online today!