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Popular searches: Form 2290, Excise Forms, Form 7004

Home Exempt Org. Forms, FAQ

Exempt Org. Forms Explore TaxZerone’s support resources for Exempt Organization tax forms. Find guidance on filing requirements and compliance for tax-exempt entities.

25Articles

Do I need to file Form 1041 if I have already filed Form 5227?

November 5, 2025• Category: Exempt Org. Forms • FAQ

If you’ve already filed Form 5227 for a split-interest trust, you might wonder whether you still need to submit Form 1041, the Income Tax Return for Estates...

What happens if i fail to submit Form 5227

November 5, 2025• Category: Exempt Org. Forms • FAQ

Failing to file Form 5227, the Split Interest Trust Information Return, can lead to several consequences. Since this form reports the activities of split...

What are split-interest trusts, and how do they work? 

November 5, 2025• Category: Exempt Org. Forms • FAQ

A split-interest trust is a type of trust that benefits both charitable and noncharitable beneficiaries. Unlike traditional trusts that may only benefit one...

How to Avoid Common Filing Mistakes on Form 5227 

November 5, 2025• Category: Exempt Org. Forms • FAQ

Filing Form 5227 (Split-Interest Trust Information Return) can feel complicated because it involves special reporting rules for both charitable and...

Who Needs to File Form 5227? 

November 5, 2025• Category: Exempt Org. Forms • FAQ

The following types of trusts must file Form 5227 annually:  Exceptions from filing Form 5227  A split-interest trust is not required to file Form 5227...

When Will My Form 990 Be Publicly Available on the IRS Website After Filing?

April 5, 2025• Category: Exempt Org. Forms • Getting Started

If you’ve recently filed an electronic Form 990, Form 990-EZ, Form 990-PF, or Form 990-T, you may be wondering when it will be publicly available on the IRS...

When Will My Form 990-N Be Publicly Available on the IRS Website After Filing? 

April 5, 2025• Category: Exempt Org. Forms • General

If you’ve filed Form 990-N (e-Postcard), you may be wondering when it will be available for public viewing on the IRS website. This article explains when...

How do you complete the balance sheet of your Form 990-PF?

February 6, 2025• Category: Exempt Org. Forms

The balance sheet section of Form 990-PF provides an overview of your foundation’s financial position at the beginning and end of the tax year. It reflects...

How do you complete the balance sheet of your Form 990?

December 20, 2024• Category: Exempt Org. Forms

The balance sheet on Form 990 provides the IRS with an overview of your organization’s financial position at the beginning and end of the tax year. It...

When is the deadline to file a Form 990?

April 22, 2024• Category: Exempt Org. Forms • FAQ

The deadline to file Form 990 differs depending on the organization’s fiscal year-end and its tax-exempt status. However, for most tax-exempt...

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