What Is the IRS Form 8872 & How Do I Prepare and File It?

Line A: This line is determined by the From and To Dates entered on the criteria screen.

Line B: This line marks the box that was selected on the criteria screen. If Amended, Termination, or Change of Address boxes were not checked, the Initial box on the report will automatically be selected.

Line 1 (Name of Organization): This will be the name of the designated filer committee in your database.

Line 2 (Mailing Address): This is the address in the committee’s Organization record that has been marked Is Reportable.

Line 3 (Email Address of Organization): This is determined by the email address listed in the Email Address section of the committee’s Organization record.

Line 4 (Date Organization was Formed): This is the Date Qualified date entered in the Committee Info section of the committee’s Organization record.

Lines 5a/b (Name of Custodian of Records): This pulls from the Relationships section, specifically the entity listed as Record Keeper.

Lines 6a/b (Name of Contact Person): This pulls from the Relationships section, specifically the entity listed as Treasurer.

Line 7 (Business Address of Organization): If this address is different than the Reportable address in Line 2, use the Is Mailable designation when adding a new address to the committee’s Organization record.

Line 8 (Type of Report): This is determined by the option selected from the Report Period drop down menu on the criteria screen.

Line 9 (Total Amount of Reported Contributions): This is the aggregate total of all contributions found on Schedule A.

Line 10 (Total Amount of Reported Expenditures): This is the aggregate total of all expenses found on Schedule B.