About Publication 557 Useful Forms

About Form 941

Information about Form 941, Employer's Quarterly Federal Tax Return, including recent updates, related forms and instructions on how to file. Form 941 is used by employers who withhold income taxes from wages or who must pay social security or Medicare tax.

About Form 990

Information about Form 990, Return of Organization Exempt from Income Tax, including recent updates, related forms and instructions on how to file. Tax-exempt organizations, nonexempt charitable trusts, and section 527 political organizations file this form to provide the IRS with the information required by section 6033.

About Form 990-BL

Form 990-BL is generally used by black lung benefit trusts to meet the reporting requirements of Internal Revenue Code section 6033.

About Form 990-EZ

Information about Form 990-EZ, Short Form Return of Organization Exempt from Income Tax, including recent updates, related forms and instructions on how to file. Tax-exempt organizations, nonexempt charitable trusts, and section 527 political organizations file this form to provide IRS the information required by section 6033.

About Form 990-PF

Form 990-PF is the annual tax return used by Private Foundations exempt from Income Tax (under Section 501(c)(3) of the IR Code. This form is used to figure the tax based on investment income, and to report charitable distributions and activities.

About Form 990-T

Information about Form 990-T, Exempt Organization Business Income Tax Return (and proxy tax under section 6033(e)), including recent updates, related forms and instructions on how to file. Exempt organizations use to this form to report unrelated business income, figure and report unrelated business income tax liability, report proxy tax liability, claim a refund of income tax paid by a regulated investment company (RIC) or a real estate investment trust (REIT), on undistributed long-term capital gain, request a credit for certain federal excise taxes paid or for small employer health insurance premiums paid, and report unrelated business income tax on reinsurance entities.

About Form 990-W

Information about Form 990-W, Estimated Tax on Unrelated Business Taxable Income for Tax-Exempt Organizations, including recent updates, related forms and instructions on how to file. Tax-exempt corporations, tax-exempt trusts, and domestic private foundations use this form to figure their organization’s estimated tax liability.

About Form 1120-POL

Form 1120-POL is used by political organizations and certain exempt organizations to report their political organization taxable income and income tax liability. Political organizations and certain exempt organizations file this form to report their political organization taxable income and income tax liability section 527.

About Form 4720

Information about Form 4720, Return of Certain Excise Taxes Under Chapters 41 and 42 of the Internal Revenue Code, including recent updates, related forms and instructions on how to file. Use this form to figure and pay certain excise taxes in chapters 41 and 42 of the Internal Revenue Code.

About Form 5768

Information about Form 5768, Election/Revocation of Election By an Eligible Section 501(c)(3) Organization to Make Expenditures To Influence Legislation, including recent updates, related forms and instructions on how to file. This form is used by eligible organizations who either elect to use or revoke their election to use the provisions of the applicable subsection of 501 of the code relating to expenditures by public charities to influence legislation.

About Form 6069

Form 6069 is used by coal mine operators who make contributions to tax-exempt black lung benefit trusts to determine the maximum allowable income tax deduction and the amount of excise tax on the excess. This form is primarily a worksheet used to determine the maximum allowable income tax deduction (under section 192) for contributions made by coal mine operators to tax-exempt black lung benefit trusts.

About Form 7004

Information about Form 7004, Application for Automatic Extension of Time To File Certain Business Income Tax, Information, and Other Returns, including recent updates, related forms and instructions on how to file. Form 7004 is used to request an automatic 6-month extension of time to file the returns shown on the form.

About Form 8274

Information about Form 8274, Certification by Churches and Qualified Church-Controlled Organizations Electing Exemption From Employer Social Security and Medicare Taxes, including recent updates, related forms and instructions on how to file. Churches and qualified church-controlled organizations that are opposed, for religious reasons, to the payment of social security and Medicare taxes may elect exemption from the payment of the employer’s share of these taxes by filing this form.

About Form 8282

Form 8282 is used by donee organizations to report information to IRS about dispositions of certain charitable deduction property made within three years after the donor contributed the property. Donee organizations use this form to report information to the IRS and donors about dispositions of certain charitable deduction property made within three years after the donor contributed the property.

About Form 8300

Information about Form 8300, Report of Cash Payments Over $10,000 Received In a Trade or Business, including recent updates, related forms and instructions on how to file.

About Form 8453-X

Information about Form 8453-X, Political Organization Declaration for Electronic Filing of Notice of Section 527 Status, including recent updates, related forms and instructions on how to file. An authorized official sends this form to the Internal Revenue Service after electronically submitting Form 8871, Political Organization Notice of Section 527 Status.

About Form 8822-B

Form 8822-B is used by business taxpayers to report a change of address or business location. This form is a revision of current Form 8822. Use this form to notify the Internal Revenue Service if you changed your business mailing address, your business location, or the identity of your responsible party.

About Form 8868

Information about Form 8868, Application for Extension of Time To File an Exempt Organization Return, including recent updates, related forms and instructions on how to file. Form 8868 is used by an exempt organization to request an automatic 3-month extension of time (6 months for a Form 990-T corporation) to file its return and also to apply for an additional (not automatic) 3-month extension if the original 3-month extension was not enough time.

About Form 8870

Information about Form 8870, Information Return for Transfers Associated With Certain Personal Benefit Contracts, including recent updates, related forms and instructions on how to file. Charitable organizations described in Internal Revenue Code section 170(c) or charitable remainder trusts described in Internal Revenue Code section 664(d) file this form to report premiums paid after February 8, 1999, on certain life insurance, annuity, and endowment contracts (personal benefits contracts).

About Form 8871

Political organizations electronically file this form to notify the IRS that they are to be treated as a section 527 organization and to notify the IRS of any material change in the information reported on a previously filed form.

About Form 8872

Information about Form 8872, Political Organization Report of Contributions and Expenditures, including recent updates, related forms and instructions on how to file. Tax-exempt section 527 political organizations file this form to report certain contributions received and expenditures made, unless an exception applies.

About Form 8886-T

Form 8886-T is used to assist a tax-exempt entity in disclosing participation in a prohibited tax shelter transaction under section 6033(a)(2). Certain tax-exempt entities file this form to disclose information with respect to each prohibited tax shelter transaction to which the entity is a party.

About Form 8899

Information about Form 8899, Notification of Income from Donated Intellectual Property, including recent updates, related forms and instructions on how to file. Charitable organizations use this form to report net income from qualified intellectual property to the donor of the property and to the IRS.

About Form 8940

Information about Form 8940, Request for Miscellaneous Determination, including recent updates, related forms and instructions on how to file. Form 8940 is used by qualified organizations exempt under section 501(c)(3) to file for miscellaneous determinations under sections 507, 509(a), 4940, 4942, 4945,and 6033.