Request may be rejected if the form is incomplete or illegible. Information about Form 4506-A and its separate instructions is at www.irs.gov/form4506ab. 4506-A November 2021 Request for a Copy of Exempt or Political Organization IRS Form Department of the Treasury Internal Revenue Service Type or print clearly. 1 Exempt or political organization. Complete a separate Form 4506-A for each organization. Name Employer identification number Address City or town state or province country and ZIP or...foreign postal code 2 Requester. Form OMB No. 1545-0495 You may not have to complete Form 4506-A to get the copies you need. The following returns can be found online Form 8871 and Form 8872 at www.irs.gov/polorgs Form 990 Form 990-EZ Form 990-PF and Form 990-T at Tax Exempt Organization Search TEOS www.irs.gov/teos. Public disclosure by the organization* Exempt or political organizations must make their returns reports notices and exempt applications available for public inspection* You can...visit the organization to inspect the material instead of requesting it from the IRS* The organization may be able to provide copies to you. Form 990-N e-Postcard annual electronic notice is available for inspection at www*irs*gov/teos. Machine Readable Data E-filed Forms 990 990-EZ and 990-PF are available at www*irs*gov/teos see instructions. Contact person Phone Date 3 Category of requester You must check a box. Commercial user Non-commercial scientific institution Educational institution All...others Media Name of media outlet 4 Reason for request. All requesters except commercial users must provide an explanation of how the records will be used to avoid being charged the commercial rate. Attach additional sheets if necessary. Lines 5 8. For each applicable form check the box es for the item s you are requesting. You may request more than one form* For each form requested complete either the paper or USB and enter the specific tax year s as indicated* If ordering a partial set in USB...or Sample USB indicate the state s and month s requested* If you check other you must indicate the specific form s you are requesting on the line provided* See instructions for more information* Note. USB and Sample USB are not available for individual exempt organizations. Sample USB requests are not available for individual states. Form 990 Form 990-EZ a Paper request Tax year s or period s requested YYYYMM Form 990-PF b USB request State s Calendar year s Yearly Sample Form 990-T 501 c 3...organizations filed after August 17 2006 YYYYMM YYYYMM YYYYMM Form 5227 for tax years beginning after December 31 2006 b Other form s For Privacy Act and Paperwork Reduction Act Notice see the separate instructions. Public disclosure by the organization* Exempt or political organizations must make their returns reports notices and exempt applications available for public inspection* You can visit the organization to inspect the material instead of requesting it from the IRS* The organization may...be able to provide copies to you. Form 990-N e-Postcard annual electronic notice is available for inspection at www*irs*gov/teos. Machine Readable Data E-filed Forms 990 990-EZ and 990-PF are available at www*irs*gov/teos see instructions.
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Instructions and Help about IRS 4506-A
How to edit IRS 4506-A
How to fill out IRS 4506-A
Instructions and Help about IRS 4506-A
How to edit IRS 4506-A
To edit IRS 4506-A, use a PDF editing tool such as pdfFiller. Begin by uploading the form to the platform, where you can fill in details, change information, or make corrections as needed. Ensure that all edits maintain the original format and comply with IRS requirements.
How to fill out IRS 4506-A
To fill out IRS 4506-A, follow these steps carefully:
01
Download the IRS 4506-A form from the IRS website or access it through a trusted editing tool.
02
Provide your personal information, including name and Social Security number.
03
Specify the type of record request you are making, including the reason for the request.
04
Include the name and contact information of the third party you are authorizing to receive the records.
05
Sign and date the form before submission.
Latest updates to IRS 4506-A
Latest updates to IRS 4506-A
It's essential to stay informed about the latest updates to IRS form 4506-A. Changes may involve new instructions, changes in the types of records that can be requested, or updates to submission procedures.
All You Need to Know About IRS 4506-A
What is IRS 4506-A?
What is the purpose of this form?
Who needs the form?
When am I exempt from filling out this form?
Components of the form
What are the penalties for not issuing the form?
What information do you need when you file the form?
Is the form accompanied by other forms?
Where do I send the form?
All You Need to Know About IRS 4506-A
What is IRS 4506-A?
IRS 4506-A, also known as the "Request for Public Inspection or Request for a Copy of Exempt Organization Form," is a form used by taxpayers to request copies of certain tax documents. This form specifically pertains to requesting copies of Exempt Organization tax returns and related documents.
What is the purpose of this form?
The purpose of IRS 4506-A is to allow taxpayers, including organizations and individuals, to obtain copies of exempt organization returns, such as Form 990, Form 990-EZ, and Form 990-PF. This is particularly useful for those needing to verify an organization's financial status or tax compliance.
Who needs the form?
Any individual or organization interested in obtaining public records of an exempt organization may need to complete IRS 4506-A. This typically includes potential donors, financial institutions, or researchers seeking information on nonprofit financial practices.
When am I exempt from filling out this form?
You may be exempt from filling out IRS 4506-A if you are requesting information that is publicly accessible through the IRS website or other public resources. Additionally, if you do not require copies of prior filings and only need summary information, this form may not be necessary.
Components of the form
The IRS 4506-A form consists of several sections that include personal information fields, the type of documents being requested, and authorization for disclosure. Each section must be completed accurately to ensure the request is processed correctly.
What are the penalties for not issuing the form?
Failure to issue IRS 4506-A when required can lead to penalties for the organization involved, including loss of tax-exempt status. Additionally, failure to comply with requests for information can hinder transparency and affect donor trust.
What information do you need when you file the form?
When filing IRS 4506-A, you will need to provide your name, address, Social Security number, and the specific details about the exempt organization whose documents you are requesting. Accurate identification is crucial for processing your request.
Is the form accompanied by other forms?
IRS 4506-A is generally submitted on its own. However, in specific cases, additional documentation may be needed to verify identity or to substantiate the request, especially if a third party is authorized to receive the documents.
Where do I send the form?
The completed IRS 4506-A form should be sent to the appropriate IRS service center based on the type of records requested. Ensure to check IRS guidelines for the correct mailing address and any potential electronic submission options available.
FAQ about IRS 4506-A
What should I do if I need to correct a mistake on my IRS 4506-A?
If you've made a mistake on your IRS 4506-A after filing, you can submit an amended version of the form. Clearly indicate the corrections made and ensure that you provide any necessary supporting documentation. Double-check the new submission for accuracy to avoid further issues.
How can I track the status of my IRS 4506-A after submission?
To track your IRS 4506-A, you can contact the IRS directly or use the 'Where's My Refund?' tool if applicable. This will help you verify whether your form has been received and is processing. Be prepared to provide your Social Security number and other identifying information.
What are the privacy and data security measures for the information submitted on the IRS 4506-A?
When submitting the IRS 4506-A, it’s crucial to recognize that your information is protected under IRS privacy policies. The IRS employs various security measures to safeguard your data. Always ensure that you send the form through secure methods whether electronically or via mail.
Are there any service fees associated with e-filing the IRS 4506-A?
Yes, e-filing the IRS 4506-A may involve service fees, particularly if you are using tax preparation software or third-party services. Always check with your provider about any potential costs involved with the e-filing process.
What should I do if my IRS 4506-A submission is rejected?
If your IRS 4506-A is rejected, carefully review the rejection code provided. This will guide you on the specific issue that occurred. Rectify the highlighted problem, fill out a new form, and resubmit it as needed to ensure compliance.
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