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  • 1.  Updated IRS Documents

    Posted 2 days ago
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    As many of you know, I routinely check the IRS website for new or updated documents relevant to our work. I do this more frequently at the beginning of the calendar year, when the IRS typically publishes new guides for filing the most recent years' tax returns.

    Today, I found three new documents. Publications 17 and 551 had minor changes.

    Please note that there is a new Form 8283. Make sure that when donors send you theirs for last year's gift, they are using the 2025 form. I don't see much change, and the instructions for completing the form are still from December 2024.

    Attached is an updated list of all relevant forms. I have also added links to very useful websites that relate to discussions frequently found on this listserv. I compiled these for a recent presentation and figured others might find them useful.

    John

    John H. Taylor, Principal
    John H. Taylor Consulting, LLC
    2604 Sevier Street
    Durham, NC     27705

    919.816.5903 (cell/text)

    Serving the Advancement Community Since 1987

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    Primary List.pdf   95 KB 1 version


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