What is Form 15397?

Category: FAQ • Information Returns

Form 15397, Application for Extension of Time to Furnish Recipient Statements, is an IRS form used by employers and payers to request a one-time 30-day...

Can tax returns be e-filed during the MeF shutdown?

Category: FAQ • General

No. Once the “Send Submissions” service shuts down at 11:59 a.m. ET on December 26, 2025, new federal tax returns cannot be transmitted through MeF....

When does the IRS MeF Production Shutdown begin? 

Category: FAQ • General

The IRS MeF Production Shutdown begins on Friday, December 26, 2025. The “Send Submissions” service stops at 11:59 a.m. Eastern Time, after which no new...

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

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

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? 

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 

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? 

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...

How can I file Form 4868 without an ITIN or SSN? 

Category: FAQ

To file Form 4868 without an SSN or ITIN, you must mail a paper form to the IRS. In the SSN field, write “ITIN TO BE REQUESTED” Include your estimated tax...

How can I get help with my business taxes from the IRS? 

Category: FAQ • General

Answer: You can reach the IRS Business & Specialty Tax Line at 800-829-4933 for assistance with various business tax matters. They offer support during...

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