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General
Introduction
Form 3509 also known as the Political or Legislative Activities by Section 23701d Organizations Form, is a supplemental filing required by tax-exempt organizations under Section 23701d of the California Revenue and Taxation Code.
This form helps ensure that tax-exempt organizations comply with limitations on political and lobbying activities, maintaining their eligibility for exemption from state income tax.
This resource article will help you understand Form 3509 by clarifying who must file, the filing requirements, and addressing commonly asked questions.
Table of Contents
What is Form 3509?
The purpose of form FTB 3509 is to declare political or legislative activities carried out by R&TC Section 23701d tax-exempt organizations.
These organizations must report any political or legislative activities they engage in during the year. Political activities include supporting or opposing candidates for public office, while legislative activities pertain to attempts to influence legislation.
Who must file Form FTB 3509?
Organizations that are classified under Section 23701d as tax-exempt charities or social welfare groups must file Form 3509 if they engage in political or legislative activities, during the taxable year such as
- Participated or intervened in any political campaign on behalf of any elective public office.
- Contributed funds to support or oppose any individual public office candidate or any organizations formed to support or oppose a public office candidate.
- Attempted to influence any national, state, or local legislation or ballot measure.
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Here’s how your Form 3509 is attached to CA Form 199 and is transmitted to the FTB in 3 simple steps!
- Provide Organization Details - Choose the tax year for which you want to file form 3509, and provide your organization’s details.
- Preview Form FTB 3509 - Attach Form 3509 to report the political or legislative activities carried out by your organization and preview the information provided in the return for accuracy before transmitting.
- Transmit to the FTB - Transmit Form 3509 along with your CA 199 form to the FTB and get the acceptance in just a few hours.
Even if the FTB rejects your CA 199 return, there's no need to worry! TaxZerone has your back with a hassle-free correction and retransmission process, all at no extra charge!
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Get Started With TaxZeroneCommonly Asked Questions
1. What is considered political or legislative activity?
Political or legislative activity refers to any action that is intended to influence the selection, nomination, election, or appointment of a public official or to support or oppose legislation.
2. What happens if my organization doesn't file Form 3509?
Failure to file Form 3509 could result in penalties or loss of tax-exempt status if the organization has conducted reportable political or legislative activities.
3. Does every non-profit organization need to file Form 3509?
No, only organizations that have engaged in political or legislative activities are required to file Form 3509.
By providing clear guidance and offering easy filing solutions, TaxZerone ensures your organization stays compliant with all reporting requirements.
About TaxZerone®
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