Retirement plan forms and publications

Find the forms, instructions, publications, educational products, and other related information useful for retirement plans in one convenient place.
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Administrators

Exempt Organizations Update archive

An archive of email updates and alerts from the IRS about developments in exempt organizations tax law and regulations, upcoming IRS training and events, and other information.
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Charities and Nonprofits

Exempt organizations annual reporting requirements - Filing procedures: Incomplete returns

What happens if my Form 990 is incomplete?
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Charities and Nonprofits

Tax Exempt Organization Search (TEOS) - Data Dictionaries/Indices

A comprehensive tool that identifies column headers and/or data elements in each dataset.
Forms and Instructions
Charities and Nonprofits

Update to 2014 instructions to Form 8938 1

This update reflects changes to the Form 8938 reporting requirements made in the final regulations under section 6038D
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Corporations

Annual filing and forms

990-series forms, requirements, and filing tips.
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Charities and Nonprofits

Where to file your taxes for Form 9465

Find out where to mail your completed form.
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Individuals

Common errors made by exempt organizations, filing tips for Form 990-PF

Filing tips for Form 990-PF
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Charities and Nonprofits

Taxpayer Burden Reduction TBR

As a part of IRS’s effort to reduce burden on taxpayers, the IRS formed the Office of Taxpayer Burden Reduction (TBR) in early 2002. TBR’s mission is to achieve significant burden reduction for taxpayers by coordinating and championing burden reduction throughout IRS.
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Small Businesses

Tax law compliance before exempt status is recognized

Tax compliance requirements for an organization that has filed an application for recognition for exemption, which is pending.
General Information
Charities and Nonprofits