Form 8940-2026

See details

4.8 out of 5

26 votes

The document is Form 8940, a request for miscellaneous determination from the Internal Revenue Service (IRS) related to various sections of the Internal Revenue Code. It requires organizations to provide identification details, contact information, and specify the type of request for approval or exemption regarding tax-related matters. The form emphasizes the need for a user fee and accurate submission of information to avoid rejection.

Here's how it works

01. Edit your form 8940 online

Type text, add images, blackout confidential details, add comments, highlights and more.

02. Sign it in a few clicks

Draw your signature, type it, upload its image, or use your mobile device as a signature pad.

03. Share your form with others

Send form 8940 pdf via email, link, or fax. You can also download it, export it or print it out.

How to use or fill out form 8940 with our platform

Ease of Setup

DocHub User Ratings on G2

Ease of Use

DocHub User Ratings on G2

Click ‘Get Form’ to open it in the editor.
Begin with Part I, where you will enter the Identification of Organization. Fill in the full name, address, city, state, and zip code of your organization.
Next, provide the Employer Identification Number (EIN) and contact details including a telephone number and optional fax number.
In Part II, indicate the month your tax year ends. Then select the type of request from the provided options that best describes your needs. If necessary, attach additional sheets for detailed explanations.
Finally, ensure that an authorized official signs the form. Include their printed name, title, and date of signing to validate your submission.

Start using our platform today to fill out form 8940 online for free!

See more form 8940 versions

We've got more versions of the form 8940 form. Select the right form 8940 version from the list and start editing it straight away!

Versions	Form popularity	Fillable & printable
2011	4.8 Satisfied (26 Votes)

be ready to get more

Complete this form in 5 minutes or less

Get form

Got questions?

We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.

How to check status of form 8940?

For information on the status of your application, go to Wheres My Application on IRS.gov.

What is the IRS form 8940 for?

Organizations exempt under section 501(a) must electronically file Form 8940 to request miscellaneous determinations under sections 507, 509(a), 4940, 4942, 4945, and 6033. Nonexempt charitable trusts also file this form to request an initial determination under section 509(a)(3).

How to submit form 8940?

To submit Form 8940, you must: Register for an account on Pay.gov. Enter 8940 in the search box and select Form 8940. Complete the form.

How much is the fee for Form 8940?

For the tax year that Foundation reclassifies to a private foundation, Foundation should file a Form 990, reflecting its activities for the portion of the tax year that it is a public charity under 509(a)(3), and Foundation should file a Form 990-PF, reflecting its activities for the portion of the tax year after the

What is form 8940 used for?

Form 8940 must be used for the following types of requests: Advance approval of certain private foundation set-asides described in Section 4942(g)(2) Advance approval of private foundation voter registration activities described in Section 4945(f) Advance approval of scholarship procedures described in Section 4945(g)

irs form 8940 pdf

Form 8940 pdf Form 8940 instructions Form 8940 processing time Form 8940 fee Sample Form 8940 Form 8940 Schedule H Form 8940 Schedule F Form 8949

Security and compliance

At DocHub, your data security is our priority. We follow HIPAA, SOC2, GDPR, and other standards, so you can work on your documents with confidence.

Learn more

How much is the fee for 8940?

These charities must go through a termination of private foundation status, Form 8940, Part II, line 8. For 2023, the User Fee for Form 8940 is $550. Since Form 8940 is now an electronic-only form, applicants receive an email acknowledgement when submitting the form and paying the User Fee.