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Accounting Documents

Local Union Tax Issues

Federal law now requires that every local union file an annual information return—Form 990, 990-EZ, or 990-N—with the IRS. If your local fails to file under this new requirement, your local will lose its tax-exempt status.

The links below provide information about this IRS requirement.

A letter from NAGE National Treasurer Jim Farley regarding filing Form 990-N, getting your tax-exempt status reinstated, and applying for an Employee Identification Number (EIN)

Additional information about filing your local's Form 990

IRS Form 1024, to apply for reinstatement of your local's tax-exempt status

Sample IRS Form 1024


Form 8718 for payment of fee associated with application for reinstatement of tax-exempt status

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