Tax-exempt organizations get Form 4626 filing break

October 25, 2024

The Treasury Department and IRS recently announced that tax-exempt organizations are exempt from filing Form 4626, Alternative Minimum Tax – Corporations, for the 2023 tax year.

The decision follows concerns that the new 15% corporate alternative minimum tax (AMT), introduced by the Inflation Reduction Act of 2022, could inadvertently affect smaller companies.

The IRS clarified that while tax-exempt organizations must retain Form 4626 for record-keeping to assess potential AMT liability, they are not required to file it for 2023, providing them more time to adapt to the new regulations. Read more.

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