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State Unrelated Business Income Tax (UBIT) Return Chart

Jul 15, 2025 · 87.7 KB Download

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Unrelated business income tax (UBIT) is a tax applicable to tax-exempt organizations. Business activities of an organization that “fail” the following three facets of the test will generally be considered to generate unrelated business income unless a specific exception/exclusion is applicable.

  • A trade or business,

  • Regularly carried on, and

  • Not substantially related to the organization’s exempt purpose.

The UBIT rules are broad, and many of the concepts must be analyzed considering each organization’s unique facts and circumstances. Not only should

Download the State Unrelated Business Income Tax Return Chart

File name: State Unrelated Business Income Tax Return Chart.xlsx

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