After You Submit Form 8940

No additional information needed. If our review shows that you meet the requirements for your requested miscellaneous determination, we’ll send you a determination letter stating that your request was approved.

Additional information needed. If we can’t make a determination without more information, we’ll write or call you. Examples of the types of questions you may be asked are available at Application for exemption or misc. determination: Sample questions . If the additional information you provide shows that you meet the requirements for your request, we’ll send you a letter approving your request. If we determine that you don’t meet the requirements for your request, we’ll send you a letter that explains our position and your appeal rights (if applicable).

Annual Return or Notice While Your Request Is Pending Unless you qualify for an exception from the requirement to file an annual return or notice, your filing obligations began as soon as you were formed. You can find information on return filing requirements and exceptions in Pubs. 557 and 598, and in the instructions for Forms 990 and 990-EZ.

Tip: You may also be required to file other returns, such as employment tax returns or benefit plan returns, which aren’t discussed here.

Caution: If a form 990-series return is due while your request is pending, complete and submit the return according to Form 990-series instructions.