1023 ez instructions reinstatement-2026

1. Click ‘Get Form’ to open the 1023-EZ in the editor.
2. Begin by completing the 'Eligibility Worksheet' to confirm your PTA's eligibility for the streamlined process. Ensure you check the box attesting that this has been done.
3. In Part I, provide the PTA's legal name, mailing address, and Employer Identification Number (EIN). Make sure these details match your articles of incorporation.
4. Fill in the primary contact information including name, phone number, and optional fax number. This ensures clear communication with the IRS.
5. Proceed to Part II and indicate whether your PTA is incorporated or unincorporated. Attach necessary organizing documents as required.
6. In Part III, describe your specific activities and ensure compliance with IRS regulations regarding political activities and compensation.
7. Complete Part V by selecting either retroactive reinstatement or reinstatement effective from the application date based on your PTA's needs.
8. Finally, have an authorized officer electronically sign the form in Part VI, confirming all information is accurate before submission.

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