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EO Status 36 Case: Form 2363-A Instructions

Internal Revenue Manual Part 4. Examining Process · 2026-10-03 edition · updated 2026-10-04 · United States

Step

Form 2363-A Instructions

1

In box 1, enter the EIN

2

In box 2, enter the four letter Name Control

3

In box 3, check Document Code 80

4

In box 4, check Transaction Code 16

5

In box 5, enter Definer Code AB

6

In box 8, enter the name of the organization

7

In box 17, enter the current subsection code

8

In box 18, enter the foundation code as 00 if anything other than 00 presently

9

In box 19, enter the current classification code

10

In box 22, enter 22 followed by the first month of the first year under examination in the YYYYMM format

11

In box 35, enter the fiscal year ending month

12

In the filing requirement boxes, enter a 01 under 1120 [or 1 under 1041 ], and 00 under 990 and 990-T

13

Add 01 and 1 requirements for Forms 941 and 940, as applicable

14

In the comments field, state "Updating filing requirement to 1120 [or 1041 ]"

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