22 Internal Revenue Service Department of the Treasury 2026

1. Click ‘Get Form’ to open it in the editor.
2. Begin by filling out the Heading section, including your organization’s name, address, and Employer Identification Number (EIN).
3. In Part I, analyze revenues and expenses. Enter total contributions received on line 1 and detail any program service revenue on lines 1a–g.
4. Proceed to Part II for balance sheets. Report the book value of assets and liabilities at year-end.
5. Complete Part III by analyzing changes in net assets or fund balances. Ensure you accurately reflect any increases or decreases.
6. In Part IV, report capital gains and losses from investments. Provide detailed information about each transaction.
7. Fill out Part V to calculate excise tax based on investment income. Ensure all calculations are accurate to avoid penalties.
8. Review all sections for completeness before submitting your form electronically through our platform.

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