IRS Interactive Form 1023 – Public Testing

On September 4, 2013, the IRS posted a beta version of their forthcoming Interactive Form 1023 on their StayExempt website. This electronic form permits an applicant to complete a 1023 Application for Recognition of Exemption Under Section 501 (c)(3) on-line. The form has accompanying interactive web links. These links provide context sensitive information about the form’s questions and related issues which will guide the applicant through the form.

The beta version is available for public review and public feedback only until September 20, 2013. There are email links through the form to provide feedback. After September 20th, the form will be removed from the website while the IRS reviews the comments it receives. The IRS then will release a final version for public use later this fall.

Reviewers cannot use this beta version to download and print or submit as a current application. However, when released in its final form, an applicant will download and print a completed application which will be mailed to the IRS for processing. Hopefully, this form represents an interim step towards an online electronic 1023 application process.

In addition, the IRS also updated two of their related StayExempt courses: “Applying for 501(c)(3) Status” and “Maintaining Tax-Exempt Status.”

Will you:

    • review this form and provide feedback to the IRS, and
    • forward information about it to others and encourage them to review it before 9/20?

Both the Interactive Form 1023 and updated courses can be accessed on the StayExempt website.


About Marty Martin, JD MPA

Marty Martin, JD MPA, Martin Law Firm, Raleigh, North Carolina, provides legal, tax, and training services related to nonprofit, tax-exempt, and social enterprise organizations serving local, regional, state, national, and international constituencies. He works with them throughout their lifecycle including start up, operations and management, board governance, merger, and closing down. He is a BoardSource Certified Consultant and Governance Trainer and CCAT Certified Facilitator. He has served as a senior an instructor with the Duke Nonprofit Management, Intensive, and Advanced Certificate in Nonprofit Leadership programs. Martin served for three years on the IRS Advisory Committee for Tax Exempt and Government Entities ("ACT"). He was awarded the IRS TEGE Commissioner's Award which "is the highest honor of the Tax Exempt and Government Entities Division, and the highest honor we can personally bestow" for his service. He received a Master in Public Administration (MPA) degree with a concentration in managing nonprofit and public sector organizations from the Harvard Kennedy School and Juris Doctorate (JD) degree from Western New England University School of Law. He completed advanced training in nonprofit organizations from: Harvard Business School's Initiative on Social Enterprise; Harvard Kennedy School's Hauser Center for Nonprofit Organizations; Duke University's Nonprofit Management Program; University of California Berkeley Haas School of Business; Center for Creative Leadership; BoardSource; and the TCC Group.
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