Ftb 4803E Form PDF Details

The IRS form 4803E is a document used to request tax exemption for certain organizations. The form can be tricky to fill out, so it's important to understand the requirements before submitting it. This blog post will provide an overview of the form and its requirements, so you can make sure your organization qualifies for exemption. Keep in mind that this information is not exhaustive, so please consult with a qualified tax professional if you have any questions. Thanks for reading!

QuestionAnswer
Form NameFtb 4803E Form
Form Length2 pages
Fillable?No
Fillable fields0
Avg. time to fill out30 sec
Other namesCA SCHHOH.pdf referFromWeb VITAS5709 ftb 4803e form

Form Preview Example

2011 Head of Household Schedule (FTB 4803e)

1.Use the chart below to identify the relationship of the person you believe qualified you for the head of household filing status. Enter the code number of that relationship in the code box to the right. You must have a qualifying person to qualify for the head of household filing status. You may not claim yourself, your spouse/registered domestic partner (RDP), or your tax preparer as your qualifying person.

Relationship

Code

Son, daughter, stepson, or stepdaughter

1

Grandchild, brother, sister, half brother, half sister, stepbrother,

 

stepsister, nephew, or niece

2

Eligible foster child

3

Father, mother, stepfather, or stepmother

4

Grandfather, grandmother, son-in-law, daughter-in-law, father-in-law,

5

mother-in-law, brother-in-law, sister-in-law, uncle, or aunt

 

 

 

Other (please explain)

 

 

6

CODE

2.Provide the social security number, name, and age of the qualifying person you indicated in Question 1.

Social security number: __________________ Name: _____________________________

Age in years as of 12/31/2011: _________ If less than one year old, age in months: _____

3.

Was your qualifying person’s gross income less than $3,700 in 2011?

 

Yes

 

No

4.

Did you provide more than half the support for your qualifying person in 2011?

 

Yes

 

 

 

 

 

 

 

 

No

5.Was your qualifying person a full-time student at a recognized educational institution for at least five

months during 2011

 

Yes

 

No

 

 

 

 

 

6.Did your qualifying person live with you the entire year in 2011?

Yes. Go to Question 8.

No. List the beginning and ending dates of each period your qualifying person lived with you during 2011, or provide the total number of days your qualifying person lived with you during 2011, and then answer question 7.

From: ___________ To: ______________

OR

From: ___________ To: ______________

Total number of days

(More than 12 hours each day)

7.If your qualifying person did not live with you for the entire year during 2011, select the code below that best explains the main reason your qualifying person was absent from your home. Enter the code letter in the code box to the right.

Main Reason

Lived away at school

Military service

Code

A

B

FTB 4803E (REV 06-2010)

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Hospital or convalescence

C

Birth or death

D

College

E

Lived with other parent

F

Moved in or out

G

Other (please explain)

H

 

 

CODE

8.If your qualifying person was a foster child, was the child placed with you by an authorized placement agency or by a judgment, decree, or other order of a court? Yes No

If Yes, what is the name of the placement agency or court that ordered the placement?

_______________________________________________________________________________

9.Was your qualifying person married or an RDP as of December 31, 2011?

Yes No

If Yes, did this person file a joint federal or state tax return for 2011 with his or her spouse or RDP?

Yes

No

10.Was your qualifying person a citizen of the U.S. or a resident of the U.S., Canada, or Mexico?

Yes

No

11a. Were you married or an RDP as of 12/31/2011?

Yes

No

You were married or an RDP unless one of the following applied:

You never married and never entered into a registered domestic partnership.

You received a final decree of divorce, legal separation, or dissolution of registered domestic partnership by 12/31/2011, or you filed a Notice of Termination of Domestic Partnership with the Secretary of State that was effective by 12/31/2011.

Your marriage or registered domestic partnership was annulled. Your spouse/RDP died before 01/01/2011.

If none of the above circumstances applied to you as of the last day of the year, select Yes.

A petition for divorce, legal separation, or dissolution of registered domestic partnership is not the same as a final decree. You remain married or an RDP until a final decree is issued or, if you filed a Notice of Termination, until the six-month waiting period for the notice to become final has passed.

11b. If you were married or an RDP during all or part of 2011 and you lived with your spouse/RDP at any time during 2011, list the beginning and ending dates for each period when you lived together:

(MM/DD/YY) From: ___________ To: ______________ From: ___________ To: ______________

Please provide a telephone number and the best time we can reach you between 6:30 a.m. and 7 p.m. Monday through Friday in case we need more information.

Telephone number: (______) ___-____-____

Best time to call: _______________________

(Area code) (Number) (Extension)

 

FTB 4803E (REV 06-2010)

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