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The document explains the importance of a favorable determination letter for employee retirement plans under Internal Revenue Code Sections 401(a) and 403(b), which provides assurance of tax-qualified status. It outlines the benefits of such a letter, including tax deductions for contributions and tax-free accumulation of earnings. The document also details the limitations and scope of the determination letter, emphasizing that it does not guarantee compliance with all requirements, particularly regarding nondiscrimination and coverage. Additionally, it discusses reporting requirements for plan administrators and highlights various forms that must be filed in specific situations.

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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.

How do I get my determination letter?

You must submit an application with the IRS to receive a letter of determination. The application is Form 1023. It select cases, small nonprofits can apply with Form 1023-EZ.

How do I get an IRS confirmation letter?

Here are the steps to take if you misplace your IRS EIN confirmation letter: Call the IRS: If you need to contact the IRS, itll have to be over the phone. To get a copy of your verification letter, you can call them toll-free at 1-800-829-4933.

How long does it take to get a determination letter from the IRS?

When should I expect the copy or corrected determination letter? Generally, well respond to your request for: a copy of a letter in approximately 3 weeks. a corrected letter in 45 days.

What is the purpose of the IRS determination letter?

An IRS determination letter expresses an opinion on the qualified status of the plan document. For more information on the benefits of a favorable determination letter and how to apply, see: Apply for a Determination Letter - Individually Designed Plans.

Are IRS determination letters no longer issuing?

The Internal Revenue Service (IRS) has announced the end of the determination letter program as we know it. Beginning Jan. 1, 2017, the IRS will no longer accept determination letter applications based on the 5-year remedial amendment cycle (see IRS Announcement 2015-19).

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