Get the free Form 990-EZ Return of Organization Exempt From Income Tax

Get Form

We are not affiliated with any brand or entity on this form

Fill out

Complete the form online in a simple drag-and-drop editor.

eSign

Add your legally binding signature or send the form for signing.

Share

Share the form via a link, letting anyone fill it out from any device.

Export

Download, print, email, or move the form to your cloud storage.

Why pdfFiller is the best tool for your documents and forms

Learn more about security

End-to-end document management

From editing and signing to collaboration and tracking, pdfFiller has everything you need to get your documents done quickly and efficiently.

Accessible from anywhere

pdfFiller is fully cloud-based. This means you can edit, sign, and share documents from anywhere using your computer, smartphone, or tablet.

Secure and compliant

pdfFiller lets you securely manage documents following global laws like ESIGN, CCPA, and GDPR. It's also HIPAA and SOC 2 compliant.

What is Form 990-EZ

The Form 990-EZ Return of Organization Exempt From Income Tax is a tax document used by tax-exempt organizations in the US to report financial information to the IRS.

pdfFiller scores top ratings on review platforms

Show more Show less

Fill fillable 990-EZ form: Try Risk Free

Rate free 990-EZ form

4.5

satisfied

26 votes

Who needs Form 990-EZ?

Explore how professionals across industries use pdfFiller.

Form 990-EZ is needed by:

Small tax-exempt organizations with gross receipts under $500,000
Nonprofits reporting financial activities to the IRS
Organizations with total assets less than $1,250,000
Tax professionals assisting clients with nonprofit tax returns
Accountants preparing tax forms for exempt entities

Comprehensive Guide to Form 990-EZ

What is the Form 990-EZ Return of Organization Exempt From Income Tax?

The Form 990-EZ is a crucial tax document for tax-exempt organizations in the United States. This return allows eligible organizations to accurately report their financial activities to the IRS. Understanding the intricacies of the form is vital for maintaining compliance and tax-exempt status.

Organizations that typically need to file this form include those with gross receipts under $500,000 and total assets under $1,250,000. Filing the Form 990-EZ ensures that these entities maintain their tax-exempt designation while providing transparency in their financial dealings.

Purpose and Benefits of the Form 990-EZ

The primary purpose of the Form 990-EZ is to streamline the reporting process for smaller tax-exempt organizations. By submitting this form, organizations can confirm their tax-exempt status to the IRS.

Accurate filing benefits organizations by preventing penalties and ensuring they can continue to receive public and private funding. Additionally, responsible reporting fosters trust with donors and stakeholders, as it presents a commitment to transparency and accountability.

Who Needs to File the Form 990-EZ?

Eligibility to file the Form 990-EZ is determined by specific criteria that organizations must meet. Primarily, organizations must have gross receipts less than $500,000 and total assets under $1,250,000. This form is typically used by small charities, religious organizations, and non-profits.

Gross receipts under $500,000
Total assets under $1,250,000

Key Features of the Form 990-EZ Return

The Form 990-EZ includes several essential components that organizations must complete to comply with IRS requirements. Required fields include details about revenue, expenses, and changes in net assets, alongside descriptive sections about the organization’s programs and activities.

Revenue and expense reporting fields
Sections detailing organizational mission and programs

How to Fill Out the Form 990-EZ Online (Step-by-Step)

Filling out the Form 990-EZ online can be simplified by following this step-by-step guide using pdfFiller:

Access the fillable form template on pdfFiller.
Begin by entering organization information in the designated fields.
Complete sections on revenues, expenses, and program activities.
Review all entries for accuracy before submission.

Common errors to avoid include forgetting to sign the form and misreporting financial information.

Review and Validation Checklist for the 990-EZ

Before submission, organizations should refer to a checklist to ensure accuracy. This checklist can help identify common pitfalls and mistakes.

Verify all amounts reported in revenue and expenses.
Ensure all required fields are complete.

Double-checking information entered in the form fields is essential for avoiding errors that could delay the acceptance of the submission.

Submission Methods and Filing Deadlines for Form 990-EZ

Organizations have various submission methods available for the Form 990-EZ, including electronic filing and paper submission. Each method comes with its own set of advantages, with electronic filing being the preferred option for its speed and convenience.

Organizations should be aware of key deadlines for annual filing to avoid the consequences of late submissions:

Filing due date for the previous tax year's return
Extended deadlines if an extension is granted

What Happens After You Submit the 990-EZ?

Post-submission, organizations should track the status of their filing with the IRS. A confirmation of submission may be provided, helping organizations ensure that their filings have been received.

If a submission is rejected, organizations should be prepared to resolve common rejection reasons promptly to maintain compliance with IRS regulations.

Security and Compliance When Filing the Form 990-EZ

It is essential to prioritize data protection when filing the Form 990-EZ. pdfFiller implements robust security measures, including 256-bit encryption, to safeguard sensitive information.

The platform also adheres to compliance regulations such as HIPAA and GDPR, ensuring that user data remains protected throughout the filing process.

Get Started with pdfFiller for Your Form 990-EZ Needs

pdfFiller offers an easy-to-use platform for completing the Form 990-EZ. With features that facilitate form filling and editing, users can efficiently manage their filing needs.

Organizations are invited to explore pdfFiller's fillable form template online, providing a convenient solution for tax reporting obligations.

Last updated on Mar 29, 2016

How to fill out the Form 990-EZ

1.

Visit pdfFiller’s website and log into your account or create a new one if you don’t have an existing account.
2.

Use the search bar to find 'Form 990-EZ' or browse through the Tax Forms category to locate the document.
3.

Once you find the form, click on it to open the fillable template in the pdfFiller editor.
4.

Before starting, gather necessary documentation such as revenue, expense records, and details about the organization's programs.
5.

Begin by clicking on the blank fields in the form to enter the required data, such as financial figures and organizational information.
6.

Use the toolbar on the side to add notes, checkboxes, or additional fields if needed.
7.

Confirm all information entered for accuracy and completeness, reviewing each section carefully to avoid common mistakes.
8.

After completing the form, you can sign it electronically by clicking on the signature field and selecting your preferred signing method.
9.

Once finalized, save your document by clicking 'Save' or 'Download' to keep a copy for your records.
10.

If needed, you can submit the form directly through pdfFiller via email or download it for mailing to the IRS.

FAQs

If you can't find what you're looking for, please contact us anytime!

Contact Support

Who is eligible to use Form 990-EZ?

Form 990-EZ is designed for small tax-exempt organizations with gross receipts under $500,000 and total assets under $1,250,000. If your organization exceeds these limits, you may need to file Form 990 instead.

What are the deadlines for submitting Form 990-EZ?

Typically, Form 990-EZ is due on the 15th day of the 5th month after the end of your organization's fiscal year. For organizations on a calendar year, the deadline is May 15.

How can I submit Form 990-EZ?

You can submit Form 990-EZ electronically through the IRS e-file system or by mailing a completed paper form to the appropriate IRS address for tax-exempt organizations.

What supporting documents do I need when filing Form 990-EZ?

While the form itself includes many required fields, you should also have financial records, such as income statements, and statements of expenses ready for reference, as well as any supplementary documentation detailing your organization's activities.

What are common mistakes to avoid when completing Form 990-EZ?

Common mistakes include incorrect income reporting, omitting required information, failing to sign the form, and missing deadlines. Always double-check entries for accuracy before submission.

How long does it take to process Form 990-EZ?

Processing times can vary but typically take about 4-6 weeks after the form has been received by the IRS. You will receive a confirmation once your form is processed.

Can I amend my Form 990-EZ after submission?

Yes, if you need to correct errors on Form 990-EZ, you can file Form 990-X, the Amended Return, to make necessary changes. Be sure to follow the IRS instructions for amendments.