How to Get a Copy of IRS Determination Letter
Obtaining a copy of an IRS determination letter is an essential step for organizations seeking recognition of tax-exempt status. This letter serves as official confirmation from the IRS that an organization qualifies for tax-exempt status under Section 501(c)(3) of the Internal Revenue Code. Here’s a step-by-step guide on how to get a copy of an IRS determination letter:
1. Contact the IRS: The first step is to contact the IRS directly. You can do this by calling the IRS Exempt Organizations Customer Service at 1-877-829-5500 or by visiting the IRS website.
2. Provide Identification: When you contact the IRS, be prepared to provide your organization’s Employer Identification Number (EIN). This number is crucial for identifying your organization in the IRS database.
3. Request the Letter: Inform the IRS representative that you need a copy of your organization’s determination letter. They will guide you through the process and provide you with the necessary forms.
4. Complete the Form: You will need to complete Form 4506, Request for Copy of Tax Return or Transcript. This form is used to request a copy of your organization’s tax return, which includes the determination letter.
5. Submit the Request: Once you have completed Form 4506, submit it to the IRS. You can do this by mail, fax, or online. The IRS website provides detailed instructions on how to submit your request.
6. Wait for Processing: After submitting your request, the IRS will process it. The processing time can vary, but it typically takes a few weeks. You can check the status of your request by contacting the IRS.
7. Receive the Letter: Once your request is processed, the IRS will send you a copy of your determination letter. This letter will be sent to the address you provided on Form 4506.
8. Keep the Letter Secure: It is crucial to keep your determination letter secure. This letter serves as proof of your organization’s tax-exempt status and is often required when applying for grants, partnerships, and other funding opportunities.
9. Renewal Process: If your organization’s tax-exempt status is subject to renewal, you will need to follow the same process to obtain a new determination letter.
In conclusion, obtaining a copy of an IRS determination letter is a straightforward process. By following these steps, your organization can ensure that it has the necessary documentation to prove its tax-exempt status.