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New Exempt Affirmation Option for Organizations

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PURPOSE OF BULLETIN

Inform staff that effective January 1, 2008, organizations with existing exempt status under IRC Section 501(c)(3) from IRS may request state exemption without using California Form 3500, Exempt Application. Organizations having exempt status with IRS may request state exemption by submitting a copy of the federal determination letter and filing California Form 3500A, Affirmation of Internal Revenue Code Section 501(c)(3) with FTB.

BACKGROUND

AB 897 allows organizations that have already obtained exempt status under IRC Section 501(c)(3) from the Internal Revenue Service, to request state exemption by submitting a copy of the federal determination letter.

ADDITIONAL INFORMATION

The $25.00 filing fee is not required and organizations should attach a copy of their federal determination letter to the Form FTB 3500A.

Exempt affirmation information can be found on our Website:

Taxpayers who have questions are directed to the Exempt Organization Unit:

  • 916.845.4171

 

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