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Instruktioner för Form 1120-POL

Instruktioner för formulär 1120-POL, inkomstskatt tillbaka för vissa politiska organisationer

Rev 2023

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Department of the Treasury  
Internal Revenue Service  
2023  
Instructions for Form  
1120-POL  
U.S. Income Tax Return for Certain Political Organizations  
Section references are to the Internal Revenue Code unless  
Who Must File  
otherwise noted.  
A political organization, whether or not it is tax exempt, must file  
Form 1120-POL if it has any political organization taxable  
income.  
Future Developments  
For the latest information about developments related to Form  
1120-POL, and its instructions, such as legislation and other  
guidance issued after they were published, go to IRS.gov/  
An exempt organization that isn’t a political organization must  
file Form 1120-POL if it is treated as having political organization  
taxable income under section 527(f)(1).  
What’s New  
Political Organizations  
A political organization is a party, committee, association, fund  
(including a separate segregated fund described in section  
527(f)(3) set up by a section 501(c) organization), or other  
organization, organized and operated primarily for the purpose of  
accepting contributions or making expenditures, or both, to  
influence the selection, nomination, election, or appointment of  
any individual to any public office or office in a political  
organization, or the election of Presidential or Vice Presidential  
electors. Political organizations include the following.  
Line 23d. Elective payment election amount from Form  
3800 (section 527 organization only). This line was added to  
include elective payment election amounts from Form 3800 for  
section 527 organizations only.  
Reminders  
Section 965(a) inclusion. Section 965(a) inclusion amounts  
from Form 965 are not applicable for tax year 2022 and later  
years. However, if you continue to make installment payments of  
tax based on a prior-year section 965(a) election, continue to  
attach Form 965-B to Form 1120-POL.  
1. Newsletter fund, if it is a fund established and  
maintained by an individual who holds, has been elected to, or is  
a candidate (as defined in section 527(g)(3)) for nomination or  
election to any federal, state, or local elective public office. The  
fund must be maintained exclusively for the preparation and  
circulation of the individual’s newsletter.  
2. Separate segregated fund, if it is maintained by a  
section 501(c) organization (exempt from tax under section  
501(a)). For more information, see section 527(f)(3) and  
Regulations section 1.527-6(f).  
How To Get Forms and Publications  
Internet. You can access the IRS website 24 hours a day, 7  
days a week, at IRS.gov to:  
Download forms, instructions, and publications;  
Order IRS products online;  
Research your tax questions online;  
Search publications online by topic or keyword;  
View Internal Revenue Bulletins (IRBs) published in recent  
Taxable Income  
years; and  
Political organization taxable income (line 19) is the excess of (a)  
gross income for the tax year (excluding exempt function income  
(defined later)) over (b) deductions directly connected with the  
earning of gross income (excluding exempt function income).  
Taxable income is figured with the following adjustments.  
Sign up to receive local and national tax news by email.  
Tax forms and publications  
Go to www.irs.gov/Forms to view, download, or print all of the  
forms and publications you may need. You can also download  
and view popular tax publications and instructions (including the  
1040 and 1040-SR instructions) on mobile devices as an eBook  
at no charge. Or you can go to www.irs.gov/OrderForms to place  
an order and have forms mailed to you within 10 business days.  
1. A specific deduction of $100 is allowed (but not for  
newsletter funds).  
2. The net operating loss deduction isn’t allowed.  
3. The dividends-received deduction and other special  
deductions for corporations aren’t allowed. See section 527(c)  
(2)(C).  
Phone Help  
If you have questions and/or need help completing Form  
1120-POL, please call 877-829-5500. This toll-free telephone  
service is available Monday through Friday.  
Effect of failure to file Form 8871. Unless excepted (see  
Other Reports and Returns That May Be Required, later), every  
political organization, in order to be considered a tax-exempt  
organization, must file Form 8871, Political Organization Notice  
of Section 527 Status. An organization that is required to file  
Form 8871 but fails to file it when due must include in taxable  
income for the period before Form 8871 is filed its exempt  
function income (including contributions received, membership  
dues, and political fundraising receipts), minus any deductions  
directly connected with the production of that income. The  
organization may not deduct its exempt function expenditures  
because section 162(e) denies a deduction for political  
campaign expenditures.  
General Instructions  
Purpose of Form  
Political organizations and certain exempt organizations file Form  
1120-POL to report their political organization taxable income  
and income tax liability under section 527.  
Jan 22, 2024  
Cat. No. 94018K  
       
The paid preparer must complete the required preparer  
information and:  
Exempt Function and Exempt Function Income  
The exempt function of a political organization includes all  
activities that are related to and support the process of  
Sign the return in the space provided for the preparer’s  
influencing or attempting to influence the selection, nomination,  
election, or appointment of any individual to any federal, state, or  
local public office, or office of a political organization, or the  
election of Presidential or Vice Presidential electors, whether or  
not the individuals or electors are selected, nominated, elected,  
or appointed. The term “exempt function” also means the making  
of expenditures relating to the individual’s office, once selected,  
nominated, elected, or appointed, but only if the expenditures  
would be deductible by an individual under section 162(a).  
signature, and  
Give a copy of the return to the taxpayer.  
Note: A paid preparer may sign original or amended returns by  
rubber stamp, mechanical device, or computer software  
program. Also, facsimile signatures are authorized.  
Paid Preparer Authorization  
If the organization wants to allow the IRS to discuss its 2023 tax  
return with the paid preparer who signed it, check the “Yes” box  
in the signature area of the return. This authorization applies only  
to the individual whose signature appears in the Paid Preparer  
Use Only section of the return. It doesn’t apply to the firm, if any,  
shown in that section.  
Exempt function income is the total of all amounts received  
from the following sources (to the extent that they are separately  
segregated only for use for an exempt function).  
Contributions of money and property.  
Membership dues, fees, or assessments paid by a member of  
If the “Yes” box is checked, the organization is authorizing the  
IRS to call the paid preparer to answer any questions that may  
arise during the processing of its return. The organization is also  
authorizing the paid preparer to:  
a political party.  
Proceeds from a political fundraising or entertainment event,  
or from the sale of political campaign materials, if those amounts  
aren’t received in the active conduct of a trade or business.  
Give the IRS any information that is missing from its return;  
Call the IRS for information about the processing of its return  
Proceeds from the conduct of a bingo game, as described in  
section 513(f)(2).  
or the status of any refund or payment(s); and  
Respond to certain IRS notices that the organization may  
Specified Taxable Income  
have shared with the preparer about math errors, offsets, and  
return preparation. The notices won’t be sent to the preparer.  
Newsletter fund. Taxable income of a newsletter fund is figured  
in the same manner as taxable income of a political organization  
except that the specific deduction of $100 isn’t allowed.  
The organization isn’t authorizing the paid preparer to receive  
any refund check, bind the organization to anything (including  
any additional tax liability), or otherwise represent it before the  
IRS. If the organization wants to expand the paid preparer’s  
authorization, see Pub. 947, Practice Before the IRS and Power  
of Attorney.  
However, the authorization will automatically end no later than  
the due date (excluding extensions) for filing the 2024 tax return.  
If you want to revoke the authorization before it ends, see Pub.  
947.  
Exempt organization that isn’t a political organization.  
Gross income for an exempt organization described in section  
501(c) that isn’t a political organization should include the lesser  
of:  
1. The net investment income of the organization for the tax  
year, or  
2. The aggregate amount spent for an exempt function  
during the tax year either directly or indirectly through another  
organization.  
When and Where To File  
In general, an organization must file Form 1120-POL by the 15th  
day of the 4th month after the end of the tax year.  
Net investment income, for this purpose, is the excess of:  
If the due date falls on a Saturday, Sunday, or legal holiday,  
the organization may file on the next business day.  
1. The gross amount of interest, dividends, rents, and  
royalties, plus the excess, if any, of gains from the sale or  
exchange of assets, over the losses from the sale or exchange of  
assets; over  
File Form 1120-POL with the:  
Department of the Treasury  
Internal Revenue Service Center  
Ogden, UT 84201  
2. The deductions directly connected with the production of  
this income.  
Taxable income is figured with the adjustments shown in (1),  
(2), and (3) under Taxable Income, earlier.  
If the organization’s principal business, office, or agency is  
located in a foreign country or a U.S. possession, the address for  
mailing their return should be:  
Who Must Sign  
The return must be signed and dated by:  
Internal Revenue Service Center  
P.O. Box 409101  
The president, vice president, treasurer, assistant treasurer,  
chief accounting officer; or  
Ogden, UT 84409  
Any other officer (such as tax officer) authorized to sign.  
Receivers, trustees, and assignees must also sign and date  
Private delivery services. Political organizations can use  
certain private delivery services (PDSs) designated by the IRS to  
meet the “timely mailing as timely filing” rule for tax returns. Go to  
www.irs.gov/PDS for the current list of designated services.  
The PDS can tell you how to get written proof of the mailing  
date.  
any return filed on behalf of an organization.  
If an employee of the organization completes Form  
1120-POL, the Paid Preparer Use Only area should remain  
blank. In addition, anyone who prepares Form 1120-POL but  
doesn’t charge the organization shouldn’t complete that section.  
Generally, anyone who is paid to prepare the return must sign it  
and fill in the Paid Preparer Use Only area.  
For the IRS mailing address to use if you’re using a PDS, go  
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2023 Instructions for Form 1120-POL  
         
PDSs can’t deliver items to P.O. boxes. You must use the  
U.S. Postal Service to mail any item to an IRS P.O. box  
address.  
Accounting Methods  
!
Figure taxable income using the method of accounting regularly  
used in keeping the organization’s books and records. Generally,  
permissible methods include:  
CAUTION  
Extension. File Form 7004, Application for Automatic Extension  
of Time To File Certain Business Income Tax, Information, and  
Other Returns, to request an extension of time to file.  
Cash,  
Accrual, or  
Any other method authorized by the Internal Revenue Code.  
Other Reports and Returns That May Be  
Required  
In all cases, the method used must clearly show taxable  
income.  
An organization that files Form 1120-POL may also be required  
to file the following forms.  
Change in accounting method. Generally, the organization  
may only change the method of accounting used to report  
taxable income (for income as a whole or for any material item)  
by getting consent on Form 3115, Application for Change in  
Accounting Method. For more information, see Pub. 538,  
Accounting Periods and Methods.  
1. Form 8871, Political Organization Notice of Section 527  
Status.  
Generally, to be tax exempt, a political organization must file  
this form within 24 hours of the date it is established and within  
30 days of any material change in the organization. However,  
don’t file this form if the organization is:  
Accounting Period  
An organization that reasonably expects its annual gross  
The organization must figure its taxable income on the basis of a  
tax year. The tax year is the annual accounting period the  
organization uses to keep its records and report its income and  
expenses if that period is a calendar year or a fiscal year.  
However, an organization that doesn’t keep books or doesn’t  
have an annual accounting period must use the calendar year as  
its tax year. A new organization must adopt its tax year by the  
due date (not including extensions) of its first income tax return.  
receipts to always be less than $25,000,  
A political committee required to report under the Federal  
Election Campaign Act of 1971 (2 U.S.C. 431 et seq.),  
A political committee of a state or local candidate,  
A state or local committee of a political party, or  
A tax-exempt organization described in section 501(c) that is  
treated as having political organization taxable income under  
section 527(f)(1).  
Change of tax year. After the organization has adopted a tax  
year, it must get the consent of the IRS to change its tax year by  
filing Form 1128, Application To Adopt, Change, or Retain a Tax  
Year. See Regulations section 1.442-1 and Pub. 538.  
2. Form 8872, Political Organization Report of Contributions  
and Expenditures (periodic reports are required during the  
calendar year).  
Generally, a political organization that files Form 8871 and  
accepts a contribution or makes an expenditure for an exempt  
function during the calendar year must file this form. However,  
this form isn’t required to be filed by an organization excepted  
from filing Form 8871 (see (1) earlier), or a qualified state or local  
political organization (QSLPO) (see the Instructions for Form  
8871, and Rev. Rul. 2003-49, 2003-20 I.R.B. 903, for the  
definition of a QSLPO).  
3. Form 990, Return of Organization Exempt From Income  
Tax, or Form 990-EZ, Short Form Return of Organization  
Exempt From Income Tax.  
An exempt political organization must also file one of these  
forms if its annual gross receipts are $25,000 or more ($100,000  
or more for a QSLPO).  
Rounding Off to Whole Dollars  
The organization may round off cents to whole dollars on the  
return and accompanying schedules. If the organization does  
round to whole dollars, it must round all amounts. To round, drop  
amounts under 50 cents and increase amounts from 50 to 99  
cents to the next dollar. For example, $1.39 becomes $1 and  
$2.50 becomes $3.  
If two or more amounts must be added to figure the amount to  
enter on a line, include cents when adding the amounts and  
round off only the total.  
Federal Tax Deposits Must Be Made by  
Electronic Funds Transfer  
The following political organizations aren’t required to file  
You must use electronic funds transfer to make all federal  
deposits (such as deposits of estimated tax, employment tax,  
and excise tax). Generally, electronic funds transfers are made  
using the Electronic Federal Tax Payment System (EFTPS). If  
you don’t want to use EFTPS, you can arrange for your tax  
professional, financial institution, payroll service, or other trusted  
third party to make deposits on your behalf. Also, you may  
arrange for your financial institution to submit a same-day wire  
payment on your behalf. EFTPS is a free service provided by the  
Department of the Treasury. Services provided by your tax  
professional, financial institution, payroll services, or other third  
party may have a fee. To get more information about EFTPS or to  
enroll in EFTPS, go to www.EFTPS.gov or call 800-555-4477. To  
contact EFTPS using the Telecommunications Relay Services  
(TRS), for people who are deaf, hard of hearing, or have a  
speech disability, dial 711 and provide the TRS assistant the  
800-555-4477 number above or 800-733-4829. Additional  
information about EFTPS is available in Pub. 966, Electronic  
Federal Tax Payment System: A Guide to Getting Started.  
Form 990 or Form 990-EZ.  
Any political organization excepted from the requirement to  
file Form 8871.  
Any caucus or association of state or local officials.  
See the instructions for Form 990 or Form 990-EZ.  
4. Form 8997, Initial and Annual Statement of Qualified  
Opportunity Fund (QOF) Investments.  
Use Form 8997 to identify qualified investments held in a  
qualified opportunity fund at any time during the year. If you held  
a qualified investment in a qualified opportunity fund at any time  
during the year, you must file your Form 1120-POL with Form  
8997 attached. See the Instructions for Form 8997.  
5. Form 8992, U.S. Shareholder Calculation of Global  
Intangible Low-Taxed Income (GILTI).  
Use Form 8992 to figure the domestic corporation’s GILTI and  
attach it to Form 1120-POL. See section 951A for more  
information.  
Depositing on time. For deposits made by EFTPS to be on  
time, you must submit the deposit by 8 p.m. Eastern time the day  
before the date the deposit is due. If you use a third party to  
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2023 Instructions for Form 1120-POL  
                 
make deposits on your behalf, they may have different cutoff  
times.  
Assembling the Return  
Attach Form 4136, Credit for Federal Tax Paid on Fuels, after  
page 1 of Form 1120-POL. Attach schedules in alphabetical  
order and other forms in numerical order after Form 4136.  
Complete every applicable entry space on Form 1120-POL.  
Do not write “See attached” instead of completing the entry  
spaces. If you need more space on the forms or schedules,  
attach separate sheets using the same size and format as on the  
printed forms. Show the totals on the printed forms. Attach these  
separate sheets after all the schedules and forms. Be sure to put  
the organization’s name and EIN on each sheet.  
Same-day wire payment option. If you fail to submit a deposit  
transaction on EFTPS by 8 p.m. Eastern time the day before the  
date a deposit is due, you can still make the deposit on time by  
using the Federal Tax Collection Service. Before using the  
same-day wire payment option, you will need to make  
arrangements with your financial institution ahead of time. Check  
with the financial institution regarding availability, deadlines, and  
costs. To learn more about making a same-day wire payment  
and to download the Same-Day Payment Worksheet, go to  
Deposits on business days only. If a deposit is required to be  
made on a day that isn’t a business day, the deposit is  
considered timely if it is made by the close of the next business  
day. A business day is any day other than a Saturday, Sunday, or  
legal holiday. For example, if a deposit is required to be made on  
a Friday and Friday is a legal holiday, the deposit will be  
considered timely if it is made by the following Monday (if that  
Monday is a business day). The term “legal holiday” means any  
legal holiday in the District of Columbia.  
Specific Instructions  
Period covered. File the 2023 return for calendar year 2023  
and fiscal years that begin in 2023 and end in 2024. For a fiscal  
year, fill in the tax year space at the top of the form.  
Note: The 2023 Form 1120-POL may also be used if:  
The organization has a tax year of less than 12 months that  
begins and ends in 2024, and  
The 2024 Form 1120-POL isn’t available at the time the  
If the organization owes tax when it files Form  
organization is required to file its return. The organization must  
show its 2024 tax year on the 2023 Form 1120-POL and take  
into account any tax law changes that are effective for tax years  
beginning after 2023.  
1120-POL, don’t include the payment with the tax return.  
!
CAUTION  
Instead, use EFTPS.  
Interest and Penalties  
Address. Include the suite, room, or other unit number after the  
street address. If the Post Office doesn’t deliver mail to the street  
address and the organization has a P.O. box, show the box  
number instead of the street address.  
Interest  
Interest is charged on taxes paid late even if an extension of time  
to file is granted. Interest is also charged on penalties imposed  
for failure to file, negligence, fraud, gross valuation  
overstatements, and substantial understatement of tax from the  
due date (including extensions) to the date of payment. The  
interest charge is figured at a rate determined under section  
6621.  
Final return, name change, address change, amended re-  
turn. If the organization ceases to exist, check the “Final return”  
box.  
If the organization has changed its name since it last filed a  
return, check the “Name change” box.  
If the organization has changed its address since it last filed a  
return, check the “Address change” box.  
Penalties  
Note: If a change in address occurs after the return is filed, the  
organization should use Form 8822-B, Change of Address or  
Responsible Party—Business, to notify the IRS of the new  
address.  
Penalties may be imposed if the organization is required to file  
Form 1120-POL and it fails to file the form by the due date. The  
following penalties may apply if the organization doesn’t file its  
tax return by the due date, including extensions.  
Amended return. If you are filing an amended Form 1120-POL:  
Late filing of return. The organization may be charged a  
penalty of 5% of the unpaid tax for each month or part of a month  
the return is late, up to a maximum of 25% of the unpaid tax. The  
minimum penalty for a return that is more than 60 days late is the  
smaller of the tax due or $485. If you receive a notice about a  
penalty after you file this return, reply to the notice with an  
explanation and we will determine if you meet reasonable-cause  
criteria. Do not include an explanation when you file your return.  
Check the “Amended return” box,  
Complete the entire return,  
Correct the appropriate lines with the new information, and  
Refigure the tax liability.  
Attach a sheet that explains the reason for the amendments  
and identifies the lines and amounts being changed on the  
amended return. Generally, the amended return must be filed  
within 3 years after the date the original return was due or 3  
years after the date the organization filed it, whichever is later.  
Late payment of tax. An organization that doesn’t pay the tax  
when due may generally have to pay a penalty of ½ of 1% of the  
unpaid tax for each month or part of a month the tax isn’t paid,  
up to a maximum of 25% of the unpaid tax. If you receive a  
notice about a penalty after you file this return, reply to the notice  
with an explanation and we will determine if you meet  
reasonable-cause criteria. Do not include an explanation when  
you file your return.  
Employer identification number (EIN). Enter the nine-digit  
EIN assigned to the organization. If the organization doesn’t  
have an EIN, it must apply for one. An EIN can be applied for  
online by visiting the IRS website at www.irs.gov/EIN. The  
organization may also apply for an EIN by faxing or mailing Form  
SS-4 to the IRS. Customers outside the United States or U.S.  
territories may also apply for an EIN by calling 267-941-1099 (toll  
call).  
Other penalties. Other penalties can be imposed for  
negligence, substantial understatement of tax, and fraud. See  
sections 6662 and 6663.  
The online application process isn’t yet available for  
organizations with addresses in foreign countries.  
If the organization hasn’t received its EIN by the time the  
return is due, write “Applied for” in the space provided for the  
EIN. See Pub. 583, Starting a Business and Keeping Records,  
for details.  
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2023 Instructions for Form 1120-POL  
         
General business credit. (excluding the small employer  
Income and deductions. Campaign contributions and other  
exempt function income are generally not includible in income;  
likewise, campaign expenditures and other exempt function  
expenditures aren’t deductible. To be deductible in figuring  
political organization taxable income, expenses must be directly  
connected with the production of political organization taxable  
income. In those cases where expenses are attributable to the  
production of both exempt function income and political  
organization taxable income, the expenses should be allocated  
on a reasonable and consistent basis. Only the portion allocable  
to the production of political organization taxable income may be  
deducted. No deduction is allowed for general administrative or  
indirect expenses.  
health insurance premium credit, the work opportunity credit, the  
empowerment zone employment credit, and the credit for  
employer differential wage payments). See Form 3800, General  
Business Credit.  
Enter the total amount of qualified credits on line 21 and  
attach the applicable credit forms.  
If Form 8978 was filed, attach it to Form 1120-POL. Do not  
enter any amount from Form 8978, line 14, on line 21.  
Line 22. Total tax. If the political organization must recapture  
any of the qualified electric vehicle credit, include the amount of  
the recapture in the total for line 22. On the dotted line next to the  
entry space, write “QEV recapture” and the amount. See  
Regulations section 1.30-1 for details on how to figure the  
recapture.  
Line 7. Other income and nonexempt function expendi-  
tures. Enter the income from other sources, such as the  
following.  
Exempt function income that wasn’t properly segregated for  
Line 23d. Elective payment election amount from Form  
3800 (section 527 organization only). Enter on line 23d the  
total net elective payment election amount from Form 3800, Part  
III, line 6, column (i). See the Instructions for Form 3800.  
exempt functions.  
Income received in the ordinary course of a trade or business.  
Ordinary income from the trade or business activities of a  
partnership (from Schedule K-1 (Form 1065), Partner’s Share of  
Income, Deductions, Credits, etc., Part III, box 1).  
What if You Can’t Pay in Full?  
Exempt function income (minus any deductions directly  
connected with the production of that income) taxable under  
section 527(i)(4) for failure to timely file Form 8871. Include  
amounts whether or not segregated for use for an exempt  
function.  
If you can’t pay the full amount of tax you owe, you can apply  
for an installment agreement online.  
You can apply for an installment agreement online if:  
You can’t pay the full amount shown on line 24,  
The total amount you owe is $25,000 or less, and  
You can pay the liability in full in 24 months.  
Also include on this line:  
Expenditures that were made from exempt function income  
that weren’t for an exempt function and resulted in direct or  
indirect financial benefit to the political organization (see  
Regulations section 1.527-5 for examples), and  
To apply using the Online Payment Agreement Application,  
go to www.irs.gov/OPA.  
Illegal expenditures.  
Under an installment agreement, you can pay what you owe  
in monthly installments. There are certain conditions you must  
meet to enter into and maintain an installment agreement, such  
as paying the liability within 24 months and making all required  
deposits and timely filing tax returns during the length of the  
agreement.  
Attach a schedule listing all income and expenditures  
included on line 7.  
Line 17. Taxable income before specific deduction of $100.  
Political organizations, newsletter funds, and separate  
segregated funds figure their tax by subtracting line 16 from  
line 8 and entering the result on line 17c.  
Exempt organizations (section 501(c)) that aren’t  
political organizations. Complete lines 17a and 17b if the  
organization made exempt function expenditures that weren’t  
from a separate segregated fund. Enter on line 17c the smaller  
of line 17a or 17b. See Exempt organization that isn’t a political  
organization, earlier, for an explanation of the amounts to enter  
on these lines.  
If your installment agreement is accepted, you will be charged  
a fee and you will be subject to penalties and interest on the  
amount of tax not paid by the due date of the return.  
Additional Information  
Question 1  
Foreign financial accounts. Check the “Yes” box if either (1) or  
(2) next applies to the organization. Otherwise, check the “No”  
box.  
Line 19. Taxable income. If the taxable income on line 19 is  
zero or less, the Form 1120-POL isn’t required to be filed, but it  
may be filed to start the statute of limitations period.  
1. At any time during the 2023 calendar year the  
organization had a financial interest in or signature or other  
authority over a bank, securities, or other types of financial  
accounts in a foreign country; and  
Line 20. Income tax. The tax rate for Form 1120-POL filers is  
21%. Figure your tax by multiplying line 19 by 21% (0.21) and  
enter the result on line 20.  
The combined value of the accounts was more than $10,000  
at any time during the calendar year; and  
Note: Estimated tax and alternative minimum tax don’t apply to  
The accounts weren’t with a U.S. military banking facility  
political organizations.  
operated by a U.S. financial institution.  
If Form 8978, Partner’s Additional Reporting Year Tax, was  
filed, attach it to Form 1120-POL. Do not enter any amount from  
Form 8978, line 14, on line 20.  
2. The organization owns more than 50% of the stock in any  
corporation that would answer “Yes” to item (1) above.  
See FinCEN Form 114, Report of Foreign Bank and Financial  
Accounts (FBAR), to find out if the organization is considered to  
have an interest in or signature or other authority over a financial  
account in a foreign country.  
If “Yes” is checked for this question, file FinCEN Form 114  
electronically with the Department of the Treasury using  
FinCEN’s BSA E-Filing System. Because FinCEN Form 114 isn’t  
a tax form, don’t file it with Form 1120-POL.  
Line 21. Tax credits. The organization may qualify for the  
following credits.  
Employer credit for paid family and medical leave. See  
Form 8994, Employer Credit for Paid Family and Medical Leave.  
Foreign tax credit. See Form 1118, Foreign Tax  
Credit—Corporations.  
Qualified electric vehicle credit (carryforward ONLY).  
See Form 8834, Qualified Electric Vehicle Credit.  
5
2023 Instructions for Form 1120-POL  
                 
See www.FINCEN.gov for more information.  
You aren’t 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 any  
Internal Revenue law. Generally, tax returns and return  
Also, if “Yes” is checked for this question, enter the name of  
the foreign country or countries. Attach a separate sheet if more  
space is needed.  
Question 2  
information are confidential, as required by section 6103.  
The time needed to complete and file this form will vary  
depending on individual circumstances. The estimated burden  
for business taxpayers filing this form is approved under OMB  
control number 1545–0123 and 1545-0047 and is included in the  
estimates shown in the Instructions for Form 1120.  
If you checked “Yes” to Question 2, the organization may be  
required to file Form 3520, Annual Return To Report  
Transactions With Foreign Trusts and Receipt of Certain Foreign  
Gifts. For details, see the Instructions for Form 3520.  
Note: An owner of a foreign trust must ensure that the trust files  
an annual information return on Form 3520-A, Annual  
Information Return of Foreign Trust With a U.S. Owner. For  
details, see the Instructions for Form 3520-A.  
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 can send us comments from  
www.irs.gov/FormComments. Or you can write to:  
Question 3  
Internal Revenue Service  
Tax Forms and Publications  
1111 Constitution Ave. NW, IR-6526  
Washington, DC 20224  
In the space provided, show any tax-exempt interest income  
received or accrued. Include any exempt-interest dividends  
received as a shareholder in a mutual fund or other regulated  
investment company.  
Although we can’t respond individually to each comment  
received, we do appreciate your feedback and will consider your  
comments as we revise our tax products.  
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  
ensure that you are complying with these laws and to allow us to  
figure and collect the right amount of tax.  
Do not send the form to this office. See When and Where To  
File, earlier.  
6
2023 Instructions for Form 1120-POL  
Index  
A
Who Must File 1  
S
I
Accounting Methods 3  
Accounting Period 3  
Amended return 4  
Specific Instructions 4  
Income and deductions 5  
Income tax 5  
Specified Taxable Income 2  
T
Interest and Penalties 4  
E
Tax credits 5  
L
Employer identification number 4  
Taxable income 5  
Taxable Income 1  
Exempt Function and Exempt  
Line 17 5  
Line 19 5  
Line 20 5  
Line 21 5  
Line 22 5  
Line 7 5  
Function Income 2  
Taxable income before specific  
Exempt organizations (section  
501(c)) that aren’t political  
organizations 5  
deduction of $100 5  
Total tax 5  
W
F
What’s New 1  
Federal Tax Deposits Must Be Made  
O
When and Where To File 2  
Who Must Sign 2  
by Electronic Funds Transfer 3  
Other income and nonexempt  
Foreign financial accounts 5  
Form 8871 3  
function expenditures 5  
Other Reports and Returns That May  
Form 8872 3  
Be Required 3  
Form 8992 3  
Form 8997 3  
P
Form 990 3  
Paid Preparer Authorization 2  
Period covered. 4  
G
Political Organizations 1  
General Instructions:  
Purpose of Form 1  
7