Form 8837 PDF Details

If you are a business owner, you may be wondering if you need to file Form 8837. This form is used to declare the amount of certain credits that were taken on your business return. In most cases, you will not need to file this form unless specifically requested by the IRS. However, there are a few instances when you will need to file Form 8837. We will go over those instances in this article. So, if you are unsure whether or not you need to file this form, keep reading. We will tell you everything you need to know.

QuestionAnswer
Form NameForm 8837
Form Length2 pages
Fillable?No
Fillable fields0
Avg. time to fill out30 sec
Other namesOMB, 14966J, VSC, Recordkeeping

Form Preview Example

Form 8 8 3 7

(February 2000)

Department of the Treasury Internal Revenue Service

Notice of

Adoption of Revenue Procedure M odel Amendments

▶See Instructions on back of form.

OMB No. 1545-1497

1a Name and address of plan sponsor

1b Employer identification number

2Enter the number of the revenue procedure(s) containing the model amendment(s):

Revenue Procedure

 

–

 

Revenue Procedure

 

–

Revenue Procedure

 

–

 

Revenue Procedure

 

–

3Form of plan (CHECK ONE)

Master or Prototype

Volume Submitter Specimen

4List the serial number of the most recent letter issued to each plan (see instructions):

5Have you attached a copy of the changed plan document or, if you prefer, just the changed pages? (see instructions)

Yes

No

(If you checked “No,” you have failed to comply with the revenue procedure(s).)

6 If you checked “Master or Prototype,” are you a mass submitter?

Yes

No

7If you checked “Master or Prototype,” have you attached a copy of the most recent opinion letter(s) issued? (see instructions)

Yes

No

(If you checked “No,” you have failed to comply with the revenue procedure(s).)

8 If you checked “Master or Prototype,” will all adopting employers be notified of the changes to their plans?

Yes

No

(If you checked “No,” you have failed to comply with the revenue procedure(s).)

9If you checked “Master or Prototype” and you are a “Mass Submitter,” will all identical adopters of the plan(s) adopt the amendment?

Yes

No

(If you checked “No,” you have failed to comply with the revenue procedure(s).)

Under penalties of perjury, I declare that I have examined this form, including accompanying documents, and that, to the best of my knowledge and belief, the facts presented are true, correct, and complete.

 

(

)

 

 

 

Print name

 

Telephone

Signature

Date

For Paperwork Reduction Act Notice, see back of form.

Cat. No. 14966J

Form 8837 (2-2000)

Form 8837 (2-2000)

Page 2

General Instructions

Purpose of Form

Form 8837 is used to transmit documents relating to the adoption of model plan amendment(s) under one or more revenue procedures. Filers of this form will not receive a response from the Internal Revenue Service.

Who Must File

Sponsors of “ master or prototype” plans (M&P plans), M&P mass submitter plans, and volume submitter specimen plans adopting model plan amendments pursuant to a revenue procedure must file Form 8837, including supporting documents. To determine your eligibility to file this form, refer to the revenue procedure(s) containing and explaining the adoption of the model amendment(s) you desire to use.

Sponsors of M&P plans should file one form for all plans which share a common basic plan document. A volume submitter should file a form for each specimen plan. However, identical adopters of a mass submitter plan do not file this form.

For purposes of filing Form 8837, a sponsor is any person that has received an opinion letter (issued for M&P plans, including mass submitter plans) or an advisory letter (issued for volume submitter specimen plans) and has adopted a model amendment pursuant to a revenue procedure which requires the filing of Form 8837.

Where To File

Send Form 8837 and attachments to:

Internal Revenue Service

P.O. Box 2508

Cincinnati, OH 45201

Attn: VSC Coordinator

Room 4106

When To File

File Form 8837 and all supporting documents according to the due date specified in the revenue procedure(s) with which you wish to comply.

Who Must Sign

This form must be signed by a partner or officer of the sponsor who is authorized to sign, or other person authorized by a power of attorney. The power of attorney should be filed with the form.

Specific Instructions

User Fee

User fees are not required.

Line 4

The letter serial number is located at the top of the opinion or advisory letter. In the case of M&P plans, if several plans use the identical basic plan document, the serial number for the most recent letter for each plan should be listed. (Each basic plan document together with an adoption agreement is a separate plan.)

Line 5

If changes have been made only to the basic plan document which has several adoption agreements under it, submit only the changed basic plan document. If you prefer, you may submit just the changed pages.

Sponsors of volume submitter plans do not complete lines 6, 7, 8, and 9.

Line 7

Attach a copy of the most recent opinion letter for each plan. (Each basic plan document together with an adoption agreement is a separate plan.)

Paperwork Reduction Act Notice

We ask for the information on this form to carry out the Internal Revenue laws of the United States. You are required to give us the information. We need it to determine whether the plan is operating according to the law.

You are not required to provide the

information requested on a form that is subject to the Paperwork Reduction Act unless the form displays a valid OMB control number. Books or records relating to a form or its instructions must be retained as long as their contents may become material in the administration of ERISA or the Internal Revenue Code.

The time needed to complete this form will vary depending on individual circumstances. The estimated average time is:

Recordkeeping

2 hr., 11 min.

Preparing and sending

 

the form to the IRS

28 min.

If you have comments concerning the accuracy of these time estimates or suggestions for making this form simpler, we would be happy to hear from you. You may write to the Tax Forms Committee, Western Area Distribution Center, Rancho Cordova, CA

95743-0001. Do not send this form to this address. Instead, see Where To File above.

How to Edit Form 8837 Online for Free

Working with PDF forms online is always super easy with our PDF editor. You can fill out 14966J here without trouble. FormsPal is devoted to making sure you have the perfect experience with our editor by continuously introducing new capabilities and improvements. With all of these improvements, using our editor becomes easier than ever before! To get the ball rolling, go through these easy steps:

Step 1: Simply click the "Get Form Button" above on this webpage to see our form editor. There you will find all that is needed to fill out your file.

Step 2: This tool will give you the opportunity to work with your PDF document in various ways. Improve it by writing any text, adjust what is originally in the file, and place in a signature - all manageable in no time!

As for the blank fields of this precise document, here is what you want to do:

1. Complete the 14966J with a selection of major blank fields. Get all of the necessary information and make sure there's nothing forgotten!

Stage # 1 in filling in irs forms 8837

2. Just after the previous array of blanks is completed, go to enter the suitable details in these: If you checked Master or Prototype, Yes, If you checked Master or Prototype, Yes, If you checked No you have failed, If you checked Master or Prototype, Yes, If you checked No you have failed, If you checked Master or Prototype, Yes, If you checked No you have failed, Under penalties of perjury I, Print name, and Telephone.

If you checked No you have failed, If you checked Master or Prototype, and If you checked Master or Prototype inside irs forms 8837

Those who use this document frequently make mistakes when completing If you checked No you have failed in this part. Ensure you re-examine what you enter here.

Step 3: Go through everything you've entered into the blank fields and then click on the "Done" button. Right after registering afree trial account with us, it will be possible to download 14966J or send it via email immediately. The PDF will also be easily accessible from your personal account page with your each and every change. When you use FormsPal, you can certainly fill out forms without needing to be concerned about database breaches or records being shared. Our secure software helps to ensure that your private data is maintained safely.

Form 8837 isn’t the one you’re looking for?

Related Documents