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Code · U.S. Code · Title 26 - INTERNAL REVENUE CODE · CHAPTER 42— PRIVATE FOUNDATIONS; AND CERTAIN OTHER TAX-EXEMPT ORGANIZATIONS · Subchapter E— Abatement of First and Second Tier Taxes in Certain Cases · § 4962

§ 4962. Abatement of first tier taxes in certain cases

596 words·~3 min read·/usc/title-26/section-4962

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(a)General rule If it is established to the satisfaction of the Secretary that—
(1)a taxable event was due to reasonable cause and not to willful neglect, and
(2)such event was corrected within the correction period for such event,
then any qualified first tier tax imposed with respect to such event (including interest) shall not be assessed and, if assessed, the assessment shall be abated and, if collected, shall be credited or refunded as an overpayment.
(b)Qualified first tier tax For purposes of this section, the term “qualified first tier tax” means any first tier tax imposed by subchapter A, C, D, or G of this chapter, except that such term shall not include the tax imposed by section 4941(a) (relating to initial tax on self-dealing).
(c)Special rule for tax on political expenditures of section 501(c)(3) organizations In the case of the tax imposed by section 4955(a), subsection (a)(1) shall be applied by substituting “not willful and flagrant” for “due to reasonable cause and not to willful neglect”.
(Added Pub. L. 98–369, div. A, title III, § 305(a), July 18, 1984, 98 Stat. 783; amended Pub. L. 100–203, title X, § 10712(b)(1), (2), (4), Dec. 22, 1987, 101 Stat. 1330–467; Pub. L. 105–34, title XVI, § 1603(a), Aug. 5, 1997, 111 Stat. 1096; Pub. L. 110–172, § 3(h), Dec. 29, 2007, 121 Stat. 2475.)
Connections11 cite this · traces to 4
22 references not yet in our index
  • Pub. L. 98–369, div. A, title III, § 305(a)
  • 98 Stat. 783
  • Pub. L. 100–203, title X, § 10712(b)(1)
  • 101 Stat. 1330–467
  • Pub. L. 105–34, title XVI, § 1603(a)
  • 111 Stat. 1096
  • Pub. L. 110–172, § 3(h)
  • 121 Stat. 2475
  • Pub. L. 110–172
  • Pub. L. 105–34
  • Pub. L. 100–203, § 10712(b)(4)
  • Pub. L. 100–203, § 10712(b)(2)
  • Pub. L. 100–203, § 10712(b)(1)
  • Pub. L. 109–280
  • section 3(j) of Pub. L. 110–172
  • Pub. L. 105–34, title XVI, § 1603(c)
  • 111 Stat. 1097
  • Pub. L. 104–168
  • Pub. L. 100–203
  • section 10712(d) of Pub. L. 100–203
  • Pub. L. 98–369, div. A, title III, § 305(c)
  • 98 Stat. 784
Citation graph
cites case law
§ 4962
Abatement of first tier taxes in certain cases
U.S.C.×6
Stat.×5
Pub. L.Pub. L. 98–369, div. A, title III, § 305(a)
Stat.98 Stat. 783
Pub. L.Pub. L. 100–203, title X, § 10712(b)(1)
Stat.101 Stat. 1330–467
Pub. L.Pub. L. 105–34, title XVI, § 1603(a)
Cites 26 · showing 9Cited by 11 across 2 sources
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