Get the free Form 990-EZ Tax Return

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 Tax Return is a tax document used by tax-exempt organizations in the United States to report their 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

4.0

satisfied

41 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
Nonprofit organizations filing tax returns for the first time
Charity organizations looking to maintain tax-exempt status
Organizations with total assets under $1,250,000
Financial officers managing nonprofit tax compliance

Comprehensive Guide to Form 990-EZ

What is the Form 990-EZ Tax Return?

The Form 990-EZ serves as a vital tax return document specifically designed for tax-exempt organizations in the United States. This form is crucial for non-profit entities as it ensures accurate reporting to the IRS, which is essential for maintaining tax-exempt status. Filing the IRS Form 990-EZ allows organizations to disclose their financial information responsibly, thereby promoting transparency within the non-profit sector.

Benefits of Filing the Form 990-EZ Tax Return

Utilizing the Form 990-EZ offers several advantages for tax-exempt organizations. First, it allows for detailed reporting of financial information, which fosters transparency and accountability. Additionally, organizations that file this form may find improved funding opportunities, as potential donors and grantors often prefer to support entities that practice openness in financial reporting.

Who Needs to File the Form 990-EZ Tax Return?

Specific criteria must be met for an organization to file the Form 990-EZ. Typically, organizations with gross receipts under $500,000 and total assets below $1,250,000 are eligible. Common types of organizations that usually file this form include small charities and small non-profits seeking to meet IRS requirements for tax-exempt status.

When and How to File the Form 990-EZ Tax Return

Filing deadlines for the Form 990-EZ are generally set for the 15th day of the fifth month after the end of the organization’s fiscal year. To file your return, follow these steps:

Gather all necessary financial statements and supporting documents.
Visit the IRS website or utilize platforms like pdfFiller for online filing.
Complete the form accurately, ensuring all information aligns with your financial records.
Submit your return by the deadline to avoid any penalties.

Required Documents and Information for the Form 990-EZ Tax Return

To successfully complete the Form 990-EZ, organizations must prepare detailed documentation. Key requirements include:

Recent financial statements showing income and expenditures.
Receipts for significant expenses.
Record of any grants or donations received during the fiscal year.

Properly organizing these documents will ensure a smooth filing process.

Common Errors and How to Avoid Them in Form 990-EZ

Many organizations encounter pitfalls while completing the Form 990-EZ. Common mistakes include incorrect reporting of financial figures or failing to include all necessary documentation. To prevent these errors, consider implementing the following tips:

Double-check all entries for accuracy before submission.
Utilize review and validation checklists to ensure completeness of your filing.

Signing and Submitting the Form 990-EZ Tax Return

Understanding signing requirements for the Form 990-EZ is crucial. Organizations can use either digital signatures or traditional wet signatures for submission. To submit the form:

Choose your preferred signing method based on your organization’s policy.
Utilize platforms such as pdfFiller for convenient online submission.

What Happens After You File the Form 990-EZ Tax Return?

After submitting the Form 990-EZ, organizations should expect a processing period during which the IRS reviews the submission. To stay informed:

Monitor IRS communication for confirmation of receipt.
Check your application status online after the processing timeframe.

Utilizing pdfFiller for Your Form 990-EZ Needs

pdfFiller enhances the experience of completing the Form 990-EZ with several valuable features. These include:

Fillable forms that simplify data entry.
eSignature capabilities for faster processing.
Robust security measures to protect sensitive information.

Next Steps in Managing Your Nonprofit's Financial Compliance

Maintaining compliance is an ongoing task for nonprofit organizations. It is essential to establish a regular schedule for financial reporting and updates. To assist with future filings and document management, consider utilizing resources available through pdfFiller, which can streamline the renewal process for your nonprofit tax returns.

Last updated on Apr 13, 2016

How to fill out the Form 990-EZ

1.

Access pdfFiller and search for 'Form 990-EZ Tax Return' in the document library.
2.

Open the form in pdfFiller’s intuitive interface, ensuring it is the most current version available.
3.

Before starting, gather essential information such as the organization’s revenue, expenses, and net asset details from financial statements.
4.

Follow the fields outlined in the form carefully, entering numeric values where required, and providing complete information in all designated areas.
5.

Use the fillable fields to type directly into the form; take advantage of pdfFiller’s tools like text boxes, checkboxes, and dropdown menus.
6.

Once you have filled in all the required fields, review each entry for accuracy. Make sure all calculations related to revenue and expenses are correct.
7.

Utilize the preview function to see how the completed form will look, ensuring no sections are left blank accidentally.
8.

After reviewing, save your work. You can download the completed form in various file formats or submit it directly through pdfFiller.
9.

To finalize, check all signing requirements, if applicable, before submitting the form to the IRS.

FAQs

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

Contact Support

Who is eligible to file Form 990-EZ?

Eligibility for filing Form 990-EZ includes tax-exempt organizations with gross receipts under $500,000 and total assets below $1,250,000. This form is specifically tailored for smaller nonprofits.

What is the deadline for submitting Form 990-EZ?

Form 990-EZ should be filed annually, typically by the 15th day of the 5th month after the end of your organization’s fiscal year. Extensions may be available through Form 8868.

How can I submit Form 990-EZ?

You can submit Form 990-EZ electronically if filing online via the IRS e-file program or via traditional mail. It’s essential to follow the guidelines for your method of submission.

What supporting documents do I need for Form 990-EZ?

While Form 990-EZ itself does not require attachments, you should keep supporting documentation like financial statements, receipts, and any schedules for backup in case of IRS inquiries.

What should I avoid when completing Form 990-EZ?

Common mistakes include leaving fields blank, miscalculating financial figures, and not reviewing the document for accuracy before submission. Always double-check your entries.

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

Processing times can vary, but typically, the IRS may take several weeks to process your submission once received. Keeping track of your confirmation is advisable.