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Santa Ana California Form 8453-F: What You Should Know

Form 3921 (Rev. October 2017), IRS Form 990 (for income tax reporting) Form 990 (FINAL) — Marcus LLP Form 990 should be filed with the shareholder proxy statement. Form 990 has all the information necessary for shareholder review and audit. Corporate Income Tax Return — Shareholders of Corporation: IRS Forms 990 and 990-EZ, Non-Profit Corporation Securities Returns (or Form 8283) IRS Form 990 is an IRS document that most businesses utilize when reporting financial information to the IRS. IRS Form 990-EZ is one particular form which I use in conjunction with Form 990. Other forms should be used when filing only a shareholder proxy statement. Shareholder Proxy Statement — Shareholders, Inc., LLC Corporation shareholders and LLC shareholders are required to file Form 5136, Proxy Statement of Corporate Director and Senior Executive Officers. The proxy statement is a two-page document that lists a shareholder who voted for each of the directors in the most recent annual meeting. The form is also signed by each director. Form 5136 is provided online and requires the shareholder to log on to shareholdervoice.com. Shareholder's Proxy If required, Form 5136 must be sent to shareholders by regular mail, return receipt requested, to their last known address. This form can be mailed anonymously (which you might use for some shareholder votes) but you must also include a copy that you give to the shareholder. Proxy Statement (Proxy Ballot Paper) A proxy statement is a two-page document given to shareholders who vote by proxy. Proxy Statement — Corporate Stockholder Proposal (Proxy Ballot Paper) A corporation shareholder may request that proxies be sent by an Internet proxy form, by mail, or via letter. A shareholder's proxy letter is a two-page document signed by the shareholder. There is also a shareholder's proxy form, which is given to the shareholder so that they can vote online or by mail (which is the recommended way to send votes). Shareholder Proposal — Shareholders, Inc., LLC Shareholders may ask that the corporation provide information about a potential shareholder proposal so that they can take part in the voting.

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