Forms and Publications Search Results

File Form 5310, Application for Determination Upon Termination, to request a determination letter as to the qualified status (under section 401(a) or section 403(a)) of a pension, profit-sharing, or other deferred compensation plan upon plan termination.

Organizations use Form 1024, Application for Recognition of Exemption Under Section 501(a) or Section 521 of the Internal Revenue Code, to apply for recognition of exemption under section 501(a) or to receive a determination letter of IRS recognition of their section 501(c) status.

Publication 5153, Appeal Procedures - Adverse Determination Letter on Qualification of a Retirement Plan - Because people sometimes disagree on retirement plan qualification matters, the IRS has an administrative appeal system. Most differences can be settled by appeal without a court trial.

Use Form 12153, Request for a Collection Due Process or Equivalent Hearing, to request a Collection Due Process (CDP) or Equivalent Hearing (EH) with the IRS Independent Office of Appeals (Appeals) if you have received a letter offering an appeal under IRC 6320/6330 (CDP notice).

Use Form 12153 (sp), Request for a Collection Due Process or Equivalent Hearing (Spanish Version), to request a Collection Due Process (CDP) or Equivalent Hearing (EH) with the IRS Independent Office of Appeals (Appeals) if you have received a letter offering an appeal under IRC 6320/6330 (CDP notice).

An adopter of a Volume Submitter (VS) plan files Form 5307, Application for Determination for Adopters of Modified Volume Submitter Plans (Info Copy Only), to request a determination letter (DL) from the IRS for the qualification of a modified defined benefit (DB) or a defined contribution (DC) plan and the exempt status of any related trust.

An adopter of a Volume Submitter (VS) plan files Form 5307, Application for Determination for Adopters of Modified Volume Submitter Plans (Info Copy Only), to request a determination letter (DL) from the IRS for the qualification of a modified defined benefit (DB) or a defined contribution (DC) plan and the exempt status of any related trust.

Form 12203, Request for Appeals Review - You can use Form 12203 to request a review in the Internal Revenue Service Independent Office of Appeals when you receive Internal Revenue Service (IRS) proposed adjustments or other changes of $25,000 or less to a tax year questioned in the IRS letter you received with this form.

Form 12203 (SP), Request for Appeals Review (Spanish Version) - You can use Form 12203 to request a review in the Internal Revenue Service Independent Office of Appeals when you receive Internal Revenue Service (IRS) proposed adjustments or other changes of $25,000 or less to a tax year questioned in the IRS letter you received with this form.