How JustAnswer Works:

  • Ask an Expert
    Experts are full of valuable knowledge and are ready to help with any question. Credentials confirmed by a Fortune 500 verification firm.
  • Get a Professional Answer
    Via email, text message, or notification as you wait on our site.
    Ask follow up questions if you need to.
  • 100% Satisfaction Guarantee
    Rate the answer you receive.

Ask Robin D. Your Own Question

Robin D.
Robin D., Senior Tax Advisor 4
Category: Tax
Satisfied Customers: 7530
Experience:  15years with H & R Block. Divisional leader, Instructor
14155347
Type Your Tax Question Here...
Robin D. is online now
A new question is answered every 9 seconds

I want to know what I need to do to file an application for

Resolved Question:

I want to know what I need to do to file an application for a non-profit tax exempt status with the IRS for my organization. I would like to know-step by step- what I need to do.
Please, help me!
Submitted: 2 years ago.
Category: Tax
Expert:  Robin D. replied 2 years ago.

Robin D :

Hello and thank you for using Just Answer.


Organizations applying for tax-exempt status must submit two applications: First, if they have not previously received an Employer Identification Number, they must apply for one.


Second, to be recognized as exempt under section 501(a), most organizations must file an application for recognition of exemption with the IRS. Most organizations applying for exemption under section 501(a) (other than section 501(c)(3)) use Form 1024. Form 1024 has instructions and checklists to help you provide the information required to process your application. The IRS will not process an incomplete application.


The IRS will recognize an organization as tax-exempt if it meets the requirements of the Internal Revenue Code. See Types of Tax-Exempt Organizations and Publication 557 , Tax-Exempt Status for Your Organization, for more information.


The IRS sometimes recognizes a group of organizations as tax-exempt if they are affiliated with a central organization. This avoids the need for each organization to apply for exemption individually. A group exemption letter has the same effect as an individual letter except that it applies to more than one organization.

Robin D :

In a forum like this that is about as step by step some one can get as teh process can be lengthy. You will need to go to IRS.gov and follow the steps for your specific organization.
Thank you in advance for clicking ACCEPT and best regards XXXXX XXXXX group in the New Year.

Customer:

I already know this information. I am not satisfy with the answer you are giving me. thank you.

Robin D :

Do you have the application? What type org are you trying to do this for 501(a) or (c)?

Customer:

I have an application: Texas Application for Exemption - Educational Organizations

Robin D :

Ok Let me get one and see how difficult they are. One sec

Robin D :

What part are you stumped on?

Customer:

I really do not know if this application is the right one for my organization. My organization teaches anthropological and cultural studies to students free of charge.

Customer:

What is the IRS determination letter?

Robin D :

For the state of Texas yes, but not to apply for IRS exemption. You would need to use form 1024
http://www.irs.gov/pub/irs-pdf/k1024.pdf
Unless you are registered with the Secretary of state you must get IRS exemption first.

Robin D :

The determination letter comes from the IRS

Robin D :

after you apply and have been granted the exemption

Robin D :

If you want to register with the IRS fiorst, get your determination, and then register with Texas the link I sent you is a Step-by-Step instruction on how to do that.

Robin D :

You are going to need an EIN for your org so go to IRS.gov and get that first

Customer:

Do I get the EIN first?

Robin D :

Yes

Robin D :

You will need that for the application and for any banking your org does

Robin D :

You will also need theis form 8718
http://www.irs.gov/pub/irs-pdf/f8718.pdf
It goes with your application

Robin D :

It requests your determination letter

Robin D :

Depending on what you are looking to do and how big your org you may just want to register with Texas and check item 11 on the Texas Application

Customer:

Would you be so kind as to write step by step what I need to do, so I can follow it, to go through the whole process?

Robin D :

Get an EIN
Fill out the application for IRS Form 1024(just the parts that are applicable to your org)
Fillout Form 8718 Attach Check
Mail it all in and wait for your determination letter

Robin D :

You do not have to do all this to get recognized in Texas

Robin D :

Just fill out the Texas app and let them tell you in 10 days if they recognize your org under the state rules. If they do not you may be able to get sales tax exemption for purchases

Customer:

What I want to do is be recocognized in the Whole US.

Robin D :

The IRS does that for tax exemption

Robin D :

Get recognized by IRS by completing the app

Customer:

So the steps you have written down are the correct ones to be recognized for the whole US? I am sorry, but I need to be sure of what I need to do.

Robin D :

The steps I gave you are the steps to apply for Tax exempt status with the IRS. Every org in the US that wants to be tax exempt must do this

Customer:

Do you know how much is the fee for filing?

Robin D :

It depends on the org and revenue. I sent you the link to the 8718 the fees are listed on the page and based on the specifics for that org. $400 - $3000

Robin D :

Good luck and again thanks in advance for clicking Accept.

Robin D., Senior Tax Advisor 4
Category: Tax
Satisfied Customers: 7530
Experience: 15years with H & R Block. Divisional leader, Instructor
Robin D. and 5 other Tax Specialists are ready to help you

JustAnswer in the News:

 
 
 
Ask-a-doc Web sites: If you've got a quick question, you can try to get an answer from sites that say they have various specialists on hand to give quick answers... Justanswer.com.
JustAnswer.com...has seen a spike since October in legal questions from readers about layoffs, unemployment and severance.
Web sites like justanswer.com/legal
...leave nothing to chance.
Traffic on JustAnswer rose 14 percent...and had nearly 400,000 page views in 30 days...inquiries related to stress, high blood pressure, drinking and heart pain jumped 33 percent.
Tory Johnson, GMA Workplace Contributor, discusses work-from-home jobs, such as JustAnswer in which verified Experts answer people’s questions.
I will tell you that...the things you have to go through to be an Expert are quite rigorous.
 
 
 

What Customers are Saying:

 
 
 
  • I really was impressed with the prompt response. Your expert was not only a tax expert, but a people expert!!! Her genuine and caring attitude came across in her response... T.G.W Matteson, IL
< Last | Next >
  • I really was impressed with the prompt response. Your expert was not only a tax expert, but a people expert!!! Her genuine and caring attitude came across in her response... T.G.W Matteson, IL
  • I WON!!! I just wanted you to know that your original answer gave me the courage and confidence to go into yesterday's audit ready to fight. Bonnie Chesnee, SC
  • Great service. Answered my complex tax question in detail and provided a lot of additional useful information for my specific situation. John Minneapolis, MN
  • Excellent information, very quick reply. The experts really take the time to address your questions, it is well worth the fee, for the peace of mind they can provide you with. Orville Hesperia, California
  • Wonderful service, prompt, efficient, and accurate. Couldn't have asked for more. I cannot thank you enough for your help. Mary C. Freshfield, Liverpool, UK
  • This expert is wonderful. They truly know what they are talking about, and they actually care about you. They really helped put my nerves at ease. Thank you so much!!!! Alex Los Angeles, CA
  • Thank you for all your help. It is nice to know that this service is here for people like myself, who need answers fast and are not sure who to consult. GP Hesperia, CA
 
 
 

Meet The Experts:

 
 
 
  • Wallstreet Esq.

    Tax Attorney

    Satisfied Customers:

    570
    10 years experience
< Last | Next >
  • http://ww2.justanswer.com/uploads/KU/KUMI95/2013-9-30_195031_kumar.64x64.jpg Wallstreet Esq.'s Avatar

    Wallstreet Esq.

    Tax Attorney

    Satisfied Customers:

    570
    10 years experience
  • http://ww2.justanswer.com/uploads/CU/Cuttinggirl/2011-10-29_03719_wcrop2.64x64.jpg Wendy Reed's Avatar

    Wendy Reed

    Enrolled Agent

    Satisfied Customers:

    3052
    15+ years tax preparation and tax advice.
  • http://ww2.justanswer.com/uploads/CATax/2009-08-04_204548_Mark.jpg Mark D's Avatar

    Mark D

    Enrolled Agent

    Satisfied Customers:

    985
    MBA, EA, Specializing in Business and Individual Tax Returns and Issues
  • http://ww2.justanswer.com/uploads/IN/insearchoftheanswer/2013-8-16_0233_attorney.64x64.jpg Richard's Avatar

    Richard

    Tax Attorney

    Satisfied Customers:

    3229
    29 years of experience as a tax, real estate, and business attorney.
  • http://ww2.justanswer.com/uploads/MY/MyVirtualCPA/2012-7-5_44024_cookmegan1.64x64.jpg Megan C's Avatar

    Megan C

    Certified Public Accountant (CPA)

    Satisfied Customers:

    6121
    Licensed CPA, CFE, CMA who teaches accounting courses at Master's Level
  • http://ww2.justanswer.com/uploads/JG/jgordosea/2012-6-7_43138_GordosVeritas.64x64.jpg jgordosea's Avatar

    jgordosea

    Enrolled Agent

    Satisfied Customers:

    2783
    I've prepared all types of taxes since 1987.
  • http://ww2.justanswer.com/uploads/OZ/ozaukeecpa/2012-6-7_193219_Picture1croppedandshrunk.64x64.jpg MequonCPA's Avatar

    MequonCPA

    Certified Public Accountant (CPA)

    Satisfied Customers:

    2231
    CPA, Over 30 yrs experience w/individuals and small businesses. Masters in Tax.