Form 8870-2026

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Form 8870 is an information return required by the IRS for charitable organizations that have paid premiums on personal benefit contracts, such as life insurance or annuities, after February 8, 1999. The form collects details about the organization, the contracts, premiums paid, beneficiaries, and transferors. It aims to ensure compliance with tax regulations under section 170(f)(10) of the Internal Revenue Code.

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Click ‘Get Form’ to open it in the editor.
Begin by filling out the heading section, including your organization’s name, address, and employer identification number. Ensure all information is accurate and complete.
In Part A, list each personal benefit contract. Assign item numbers for easy reference and provide details such as the contract issuer's name and policy number.
Move to Part B to report premiums paid. Enter the date and amount of premiums paid by your organization for each contract listed in Part A.
In Part C, document beneficiaries by providing their names, addresses, and taxpayer identification numbers corresponding to each personal benefit contract.
Complete Part D by detailing transferors associated with each contract. Include their names, addresses, and the amounts transferred.
Finally, ensure that an authorized officer signs the form before submission. Review all entries for accuracy before saving or exporting your completed form.

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What is the tax-exempt form?

An exemption certificate is the form presented by an exempt organization or individual to the seller when making a tax-exempt purchase.

Are PTA tax deductible?

Yes! Generally, the PTAs are regarded as nonprofits and are eligible to obtain tax-exempt status from the IRS. PTAs that obtain tax-exempt status from the IRS are exempt from paying federal income taxes. Contributions made to tax-exempt PTAs are tax-deductible.

What is a 990 PTA form?

Forms 990 and 990-EZ Local, council, or district PTAs are required to file an annual information return of their income and expenses on Form 990 (Information Return of Organization Exempt from Income Tax) and other related information forms provided by the IRS, such as Schedule A and Form 990-T.

What is tax form 8870?

Internal Revenue Service. Information Return for Transfers Associated. With Certain Personal Benefit Contracts.

What is the tax-exempt form for PTA?

If tax exemption has not been secured for the PTA, the treasurer or another officer must apply for recognition of tax exemption by completing IRS Form 1023 in the name of the PTA and returning it to the IRS with a check in the amount of the required fee. A PTA must have an EIN number before it may file Form 1023.

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