Form 3500a 2016-2026

1. Click ‘Get Form’ to open the form 3500a 2016 in the editor.
2. Begin by entering your organization information, including the California corporation number, FEIN, and the name as shown in your creating document. Ensure all details are accurate.
3. Fill in the representative information section with the contact person's name and telephone number. Include their mailing address for any correspondence.
4. In Part I, select the entity type by checking the appropriate box. Answer whether the IRS considers your organization a private foundation and provide the establishment date.
5. Report gross receipts for the current year and previous three years. Use our platform's tools to easily input these figures without hassle.
6. Complete Part II if applying for a group exemption by indicating 'Yes' or 'No' and attaching necessary documents if applicable.
7. In Part III, check off your organization's primary purpose and activity based on IRC sections relevant to your exemption request.
8. Finally, review all entries for accuracy before signing and dating at the bottom of the form. Use our platform’s features to save or print your completed document.

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