Publication 1635 - Understanding Your Employer Identification Numbers Page 10
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32Form(s):
Employee plans usually file a Form 5500 series return plus other returns that apply (such
as employment taxes). The major employee plan forms are listed below:
• Form 5500, Annual Return/Report of Employee Benefit Plan (with 100 or more
participants)
• Form 5500 C/R, Return/Report of Employee Benefit Plan (with fewer than 100
participants)
• Form 5500 EZ, Annual Return of One-Participant (Owners and Their Spouses)
Retirement Plan.
NOTE: For more information on employee plans call our toll-free number 1-800-TAX-FORM and
ask for Package 5500.
NOTE : If the employer/sponsor entity already has an EIN, use that number on all Form 5500 series
returns.
7.
Exempt Organizations
Definition:
• A nonprofit organization granted an exemption from certain taxes by the Internal
Revenue Service under Section 501 of the Internal Revenue Code.
• Organizations seeking exempt status must file an application with the Internal
Revenue Service using the address shown on the Form 8718, User Fee for Exempt
Organization Determination Letter Request.
NOTE: To decide which application form is needed for your organization refer to Publication 557,
Tax -Exempt Status for Your Organization.
NOTE: All nonprofit organizations must apply for an EIN before filing for exempt status.
Form(s)
:
Exempt organizations usually file a Form 990 series return plus other returns that apply
(such as employment tax returns). The exempt organization forms are listed below:
• Form 990, Return of Organizations Exempt From Income Tax
• Form 990 EZ, Short Form Return of Organization Exempt From Income Tax
• Form 990 BL, Information and Initial Excise Tax Return for Black Lung Benefit
Trusts and Certain Related Persons
• Form 990 C, Farmers Cooperative Association Income Tax Return
• Form 990 PF, Return of Private Foundation or Section 4947(a)(1)
• Charitable Trusts Treated as a Private Foundation
• Form 990 T; Exempt Organization Business Income Tax Return
• Form 4720; Return of Certain Excise Taxes on Charities and Other
Persons under Chapters 41 and 42 of the Internal Revenue Code
• Form 5578, Annual Certification of Racial Nondiscrimination for a Private School Exempt
from Federal Income Tax
You can get Publication 557 or applications for exempt status from the IRS Forms
Distribution Center for your state or by calling our toll-free number, 1-800-TAX
FORM.
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