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IRS Form 4361. Please only respond if you've actually

Customer Question
filed/assisted a client with successful...
IRS Form 4361. Please only respond if you've actually filed/assisted a client with successful filing.
Based upon how I read the instructions, it looks like the filer needs to attach:
Church's IRS Exemption Letter
Certificate of License to minister from Church.
in triplicate.
Anything else? Are there potential bear traps out there?
Submitted: 2 years ago.Category: Finance
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Answered in 1 day by:
3/9/2016
Financial Professional: TaxRobin, Senior Advisor replied 2 years ago
TaxRobin
TaxRobin, Senior Advisor
Category: Finance
Satisfied Customers: 18,648
Experience: 15 years of experience in financial advising with emphasis on tax issues.
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Hello

I have had ministers as clients that have filed to be exempt and others that chose to stay in the system.

To request exemption from SE tax, file Form 4361 in triplicate (original and two copies) with the IRS.

The IRS will return to you a copy of the Form 4361 that you filed indicating whether it has approved your exemption. If it is approved, keep the approved copy of Form 4361 in your permanent records.

File by the due date (including extensions) of your income tax return for the second tax year in which you had at least $400 of net earnings from self-employment, any of which came from ministerial services. You asked about "bear traps" and the time to file is one of them. Many ministers miss this 2 year requirement. Making the request timely is important.

Remember that this is irrevocable.

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Customer reply replied 2 years ago

Are there any other items to attach besides:

Church's IRS Exemption Letter
Certificate of License to minister from Church?

Thank you!

Financial Professional: TaxRobin, Senior Advisor replied 2 years ago

No, if the IRS wishes any more information from you they will let you know.

Your positive rating is thanks enough.

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