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Form 1023 Dayton Ohio: What You Should Know

The Form 1023, Application for Recognition of Exemption under Section 501(c)(3) of the Internal Revenue Code,  be accompanied by a copy of the organization's current tax-exempt financial statement with current income and expenses data for the fiscal year ending on the date the Application for Recognition of Exemption was filed. A tax-exempt organization must file these forms within 2 years of the organization's tax year or the date the form becomes effective, whichever occurs first. The Form 1023 must be provided electronically. There are some exceptions to the time frame for electronic filing of Form 1023. Any Form 1023 forms submitted as paper may remain open when the application is filed. A charitable organization may electronically file Form 1023 before the organization files Form 1023-EZ for recognition of exemption. The form may be reviewed for completeness, inconsistencies, or errors before the application is filed. If an organization has a change in ownership or organization, its Form 1023 may change. For assistance with Form 1023, contact Mathilde Family Foundation, Inc.

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