IRS Resources Referenced in the Training

Forms and Instructions

Form I-9, Employment Eligibility Verification

Form SS-8, Determination of Worker Status for Purposes of Federal Employment Taxes and Income Tax Withholding

Form W-2, Wage and Tax Statement

Form W-2G, Statement for Recipients of Certain Gambling Winnings

Form W-4, Employee’s Withholding Allowance Certificate

Form W-5, Earned Income Credit Advance Payment Certificate

Form W-9, Request for Taxpayer Identification Number and Certification

Instructions for the Requester of Form W-9

Form 11C, Occupational Tax and Registration Return for Wagering

Form 730, Monthly Tax Return for Wagers

Form 940, Employer’s Annual Federal Unemployment Tax Return

Form 941, Employer’s Quarterly Federal Tax Return

Form 945, Annual Return of Withheld Federal Income Tax

Form 990, Return of Organization Exempt from Income Tax

Instructions to Form 990

Instructions for Schedule A (Form 990 or 990-EZ)

Form 990-PF, Return of Private Foundation

Instructions for Form 990-PF

Form 990-T, Exempt Organization Business Income Tax Return

Form 990-W, Estimated Tax on Unrelated Business Taxable Income for Tax-Exempt Organizations

Form 1023, Application for Recognition of Exemption

Form 1096, Annual Summary and Transmittal of U.S. Information Returns 

Form 1099-MISC, Miscellaneous Income

Instructions for Form 1099-MISC

Form 1120-POL, U.S. Income Tax Return for Certain Political Organizations

Form 5768, Election/Revocation of Election by an Eligible Section 501(c)(3) Organization to Make Expenditures to Influence Legislation

Form 8868, Application for Extension to File an Exempt Organization Return

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Publication 1, Your Rights as a Taxpayer

Publication 5, Your Appeal Rights and How to Prepare a Protest if You Don’t Agree

Publication 15, Circular E, Employer’s Tax Guide

Publication 15-A, Employer’s Supplemental Tax Guide

Publication 538, Accounting Periods and Methods

Publication 557, Tax-Exempt Status for Your Organization

Publication 583, Starting a Business and Keeping Records

Publication 598, Tax on Unrelated Business Income of Exempt Organizations

Publication 1220, Specifications for Filing Form 1098, 1099, 5498, and W-2G Electronically or Magnetically

Publication 1828, Tax Guide for Churches and Religious Organizations

Publication 3151, The ABCs of Federal Tax Deposits

Publication 4221-PC, Compliance Guide for 501(c)(3) Public Charities

Publication 4386, Compliance Checks: Examination, Audit or Compliance Check?

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Revenue Rulings

Revenue Ruling 2007-41


Notice 88-120

Notice 931, Deposit Requirements for Employment Taxes

Notice 1015, Have You Told Your Employees About the Earned Income Credit (EIC)?

Revenue Procedure

Rev. Proc. 75-50, 1975-2 C.B. 587

Fact Sheet

Fact Sheet 2006-17, Election Year Activities and the Prohibition on Political Campaign Intervention for Section 501(c)(3) Organizations

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IRS Website Articles

“Employment Tax Resources”

“Life Cycle of a Public Charity/Private Foundation”

“Section 509(a)(3) Supporting Organizations”

“Tax Information for Charitable Organizations”

“Tax Information for Private Foundations”

“Annual Electronic Filing Requirement for Small Exempt Organizations – Form 990-N (e-Postcard)”

“Redesign of the 2008 Form 990 and Corresponding Instructions”

IRS Website

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