Field Guide To Union Leadership
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 You are here: Home >> Operating the Union >> Financial Procedures >> Tax Forms

Tax Forms

Federal Income Tax Forms

W4 forms (PDF file)

 

Form 990 (PDF file)

Form 990 is the Return of Organization Exempt from Tax and must be filed by any organization with annual receipts of at least $25,000. The filing period is no later than the 15th day of the 5th month after the end of your Local’s accounting period (for locals on a calendar year, this is May 15th).

A separate form, 1120-POL may be required by unions making political contributions. The general public has a right to inspect the tax returns of any tax-exempt organization.

 

Form 1099 (PDF file)

Payments that can be considered income to others but are not reported on W-2 forms must be reported on IRS form 1099 by February 28 in the year following the expenditure. A 1099 form must be accompanied by Form 1096 indicating how many 1099 forms the Local has filed.

 

Withholding tables (PDF file)

 

Indiana Income Tax Forms

Form IT-20 NP for Not-for Profits (PDF file)

Form IT-35 AR (PDF file)

 

Property Tax Forms

Form 136 Application for Property Tax Exemption (PDF file)

Information Required for a Property Tax Exemption (PDF file)


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