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Instructions for Form 1023-EZ (Rev. August 2014). Instructions for Form 1023-EZ, Streamlined Application for Recognition of Exemption Under Section 501(c)(3) of the Internal Revenue Code - irs

Instructions for Form 1023-EZ (Rev. August 2014). Instructions for Form 1023-EZ, Streamlined Application for Recognition of Exemption Under Section 501(c)(3) of the Internal Revenue Code - irs-2026

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The document provides detailed instructions for completing Form 1023-EZ, a streamlined application for tax-exempt status under Section 501(c)(3) of the Internal Revenue Code. It outlines eligibility criteria, filing procedures, user fees, signature requirements, and annual filing obligations for organizations seeking exemption from federal income tax. The document also includes specific sections on organizational structure, activities, and classification as either a public charity or private foundation. Additionally, it emphasizes the importance of compliance with IRS regulations and provides resources for further assistance.

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Click ‘Get Form’ to open it in the editor.
Begin by completing the Form 1023-EZ Eligibility Worksheet to confirm your eligibility for this streamlined application.
Fill in Part I, providing the full name of your organization and its Employer Identification Number (EIN). Ensure that all details match your organizing documents.
In Part II, select your organizational structure and provide necessary details about your purpose and activities. Make sure these align with section 501(c)(3) requirements.
Complete Part III by detailing your specific activities and selecting the appropriate National Taxonomy of Exempt Entities (NTEE) code that best describes your organization.
Review Parts IV through VI, ensuring you meet all signature requirements and understand annual filing obligations before submitting electronically.

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See more Instructions for Form 1023-EZ (Rev. August 2014). Instructions for Form 1023-EZ, Streamlined Application for Recognition of Exemption Under Section 501(c)(3) of the Internal Revenue Code - irs versions

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Versions	Form popularity	Fillable & printable
2023	4.7 Satisfied (41 Votes)
2018	4.8 Satisfied (215 Votes)
2017	4.4 Satisfied (1120 Votes)
2014	4 Satisfied (28 Votes)

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

What is the difference between a non profit and a 501c3?

While a nonprofit corporation is a state-level designation, the 501(c)(3) status is a federal, nationwide designation awarded by the IRS. If a group has 501(c)(3) status, then it is exempt from federal income tax, which often also means you dont need to pay state income taxes either.

What is a 501c3 not allowed to do?

Exemption requirements - 501(c)(3) organizations In addition, it may not be an action organization, i.e., it may not attempt to influence legislation as a substantial part of its activities and it may not participate in any campaign activity for or against political candidates.

Should I use a 1023 or 1023-EZ?

Choosing the Right Form Smaller organizations with straightforward operations and limited budgets will benefit from the 1023EZs simplicity. In contrast, larger or more complex organizations should opt for the 1023 long form to ensure a comprehensive review and avoid potential complications down the road.

What is the difference between 501c3 1023 and 1023 EZ?

The main difference between the two is the docHub amount of information that the IRS requires for Form 1023 and the complexity of the information you must provide to complete the application.

How long does 1023-EZ take to get approved?

IRS Form 1023-EZ is much shorter and less complicated than Form 1023. Additionally, the IRS is essentially rubber-stamping these applications, which means the average processing time is 2-4 weeks.

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Who qualifies for 1023 EZ?

Specifically, applicant organizations must satisfy the IRS definition of small. That means they must: Anticipate less than $50,000 in annual gross receipts each year for the first 3 years, and. Have already had less than $50,000 in annual gross receipts for all 3 prior years (if any), and.

What is the Form 1023 EZ streamlined application for recognition of exemption?

Form 1023-EZ is used to apply for recognition as a tax-exempt organization under Section 501(c)(3). Applicants can learn more about the requirements, benefits, limitations and expectations of tax-exempt organizations by accessing the online courses at the IRS Small to mid-size tax-exempt organization workshop.

What are the requirements for a 501c3 to be tax-exempt?

Exemption requirements - 501(c)(3) organizations To be tax-exempt under section 501(c)(3) of the Internal Revenue Code, an organization must be organized and operated exclusively for exempt purposes set forth in section 501(c)(3), and none of its earnings may inure to any private shareholder or individual.

Instructions for Form 1023-EZ (Rev. August 2014). Instructions for Form 1023-EZ, Streamlined Application for Recognition of Exemption Under Section 501(c)(3) of the Internal Revenue Code - irs-2026

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