Posts Categorized: IRS

Congressional Watchdog Releases IRS Report Card

December 18, 2014 Posted by Jessica Shofler in IRS, News, Nonprofits

How are the recent congressional budget cuts affecting the IRS’s exempt organizations division? With growing concern about the effectiveness of IRS oversight of exempt organizations, the U.S. Government Accountability Office (GAO), an independent, non-partisan congressional watchdog, was asked to prepare a report to the Senate Committee on Homeland Security and Governmental Affairs about the division’s …

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IRS Top Tips for Year-End Charitable Donations

December 3, 2014 Posted by Jessica Shofler in Donations, IRS, News, Nonprofits

As individuals and businesses get ready to make their year-end charitable donations, the IRS provides its top tips about giving: 1. If you are making a charitable contribution of clothing and household items (e.g., furniture, furnishings, electronics), they must generally be in good used condition or better to be tax-deductible. Donors must get written acknowledgments …

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Court Dismisses Tea Party Suits Against IRS

October 31, 2014 Posted by Jessica Shofler in IRS, News, Nonprofits

How do you solve a problem like a tea party group lawsuit? The IRS may have just found the answer: give the group tax-exempt status. In the wake of the Treasury Inspector General report that called out the IRS for using discriminatory labels to sort through exemption applications, such as the term “tea party,” more …

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IRS Catches Up on Exemption Application Processing

October 29, 2014 Posted by Jessica Shofler in IRS, News, Nonprofits

Has your organization been waiting a long time for its IRS exemption? If so, you may be hearing back soon. Last week Matthew Weir, director for the IRS Tax-Exempt and Government Entities Division, reported that this year the unit has closed 117,000 exemption applications, a 121% increase from last year. Weir pointed out that everyone …

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Lerner Plays Victim in Exclusive Politico Interview

September 25, 2014 Posted by Jessica Shofler in IRS, News, Nonprofits

After refusing for the last 16 months to speak to Congress about the IRS targeting scandal, Lois Lerner, former head of the IRS Tax-Exempt and Government Entities Division, had a two hour interview with news organization Politico. In the article, Lerner denies wrongdoing and expresses pride in her career, telling Politico she is not sorry …

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REJECTED! IRS Derails Hundreds of Forms 1023-EZ

September 24, 2014 Posted by Jessica Shofler in IRS, News, Nonprofits

Late last week the IRS announced that hundreds of streamlined applications for recognition of exemption (Forms 1023-EZ) were rejected. Most were rejected because of the same mistake: the applicant’s name and employer identification number (EIN) on the form did not match IRS records. This mismatch results in automatic rejection of an application. In order to …

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