Form 8870-2025

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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 annuity contracts. The form collects details about the organization, the contracts, premiums paid, beneficiaries, and transferors. It aims to ensure compliance with section 170(f)(10) of the Internal Revenue Code, which affects tax deductions related to these contracts. Organizations must file this form annually if they meet specific criteria regarding premium payments.

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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.

What is the tax-exempt gift form?

Use Form 709 to report: Transfers subject to the federal gift and certain generation-skipping transfer (GST) taxes. Allocation of the lifetime GST exemption to property transferred during the transferors lifetime.

What is the purpose of the injured spouse form?

The injured spouse on a jointly filed tax return files Form 8379 to get back their share of the joint refund when the joint overpayment is applied to a past-due obligation of the other spouse.

What is the purpose of the 8821 form?

Form 8821 authorizes the IRS to disclose your confidential tax information to the person you appoint. This form is provided for your convenience and its use is voluntary. The information is used by the IRS to determine what confidential tax information your appointee can inspect and/or receive.

Form 8870-2025

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