Get the free IRS Form 990 and 8879-EO for Exempt Organization

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 8879-EO

The IRS Form 990 and 8879-EO are tax forms used by tax-exempt organizations to report financial information and authorize electronic filing.

pdfFiller scores top ratings on review platforms

Show more Show less

Fill fillable 990 8879-EO form: Try Risk Free

Rate free 990 8879-EO form

4.6

satisfied

52 votes

Who needs Form 990 8879-EO?

Explore how professionals across industries use pdfFiller.

Form 990 8879-EO is needed by:

Nonprofit organizations seeking tax-exempt status
Corporate executives responsible for financial reporting
Accountants handling nonprofit tax returns
Legal advisors managing nonprofit compliance
Fundraisers requiring financial transparency
Tax professionals assisting clients with IRS submissions

Comprehensive Guide to Form 990 8879-EO

What is IRS Form 990 and 8879-EO for Exempt Organizations?

IRS Form 990 serves as a financial reporting tool for tax-exempt organizations, providing an overview of their financial status, revenue streams, and expenditures. This form is crucial for maintaining compliance with IRS regulations and ensuring transparency among exempt organizations. In contrast, IRS Form 8879-EO acts as the electronic filing authorization form that allows organizations to file their Form 990 online. Both forms are integral to the regulatory framework governing exempt organizations, facilitating accurate reporting and adherence to tax laws.

Purpose and Benefits of IRS Form 990 and 8879-EO

These forms are essential for several reasons, primarily focusing on accountability and compliance. Form 990 summarizes the financial activities of an organization, enabling stakeholders to understand its fiscal health. Additionally, utilizing Form 8879-EO for electronic filing streamlines the submission process, making it faster and more efficient. Transparency is further enhanced, which positively impacts the organization's reputation and public trust.

Who Needs IRS Form 990 and 8879-EO?

IRS Form 990 is required to be filed by various organizations based on specific criteria, such as income thresholds and the types of organizations they represent. Notably, organizations that meet these criteria must ensure timely submission of either Form 990 or Form 990-N, depending on their income levels. It's also essential for CEOs and authorized officers of the organization to understand their signing responsibilities in order to comply with IRS regulations.

When and How to File IRS Form 990 and 8879-EO

Organizations must adhere to key deadlines for filing IRS forms, which can depend on their fiscal year-end dates. The following steps outline the filing process:

Prepare IRS Form 990 based on financial data from the relevant fiscal year.
Complete IRS Form 8879-EO to authorize electronic filing.
Choose your submission method: electronic or paper filing.

Organizations should be aware of the submission deadlines to avoid penalties that could arise from late filings.

Common Errors in IRS Form 990 and 8879-EO and How to Avoid Them

Filing errors can lead to significant delays or rejections. Common mistakes include incorrect data entry and missing signatures. Organizations should double-check financial details and calculations before submission. Implementing validation and review strategies can help ensure accurate filings, minimizing the risk of common rejection reasons.

How to Sign and Submit IRS Form 990 and 8879-EO

Signing IRS forms has specific requirements. Organizations can opt for digital signatures, which may be more convenient and as acceptable as traditional wet signatures by the IRS. Efficient tools like pdfFiller can enhance the signing process by allowing for easy electronic signatures, making it simpler to complete and submit forms securely. Post-filing, organizations must select appropriate delivery methods to ensure the safe submission of documents to the IRS.

Post-Submission: What Happens Next?

After submission, organizations need to confirm that their IRS forms have been received. Tracking your submission status is critical to ensure everything is in order. Should an IRS return be rejected or amendments be necessary, it is essential to act promptly, following the renewal or resubmission process. Understanding expected timelines for processing returns can help manage organizational expectations.

Security and Compliance for IRS Forms

Using tools like pdfFiller ensures that sensitive information remains secure during the filing process. This platform offers robust security features, such as encryption and adherence to compliance standards, ensuring the privacy and data protection necessary for handling financial documents. Organizations can trust that their information is safeguarded throughout every step of the filing process.

Enhancing Your Experience with pdfFiller

pdfFiller stands out as an ideal solution for managing IRS forms, offering capabilities for editing, filling, and eSigning tax documents seamlessly. Users often share positive testimonials highlighting the efficiency and ease of form completion through the platform. Leveraging pdfFiller can lead to a streamlined and hassle-free tax filing experience, enhancing overall organizational productivity.

Last updated on Apr 18, 2016

How to fill out the Form 990 8879-EO

1.

Access pdfFiller and log into your account or create a new one if needed.
2.

Use the search bar to locate the IRS Form 990 and 8879-EO template.
3.

Click on the form to open it in pdfFiller's editor.
4.

Before filling out the form, gather necessary information such as the organization’s Employer Identification Number and financial statements.
5.

Navigate through the form using pdfFiller's intuitive interface, filling in the required fields with accurate information.
6.

Ensure all financial data reflects the current reporting period and is consistent with your records.
7.

After completing the form, review all entered information for accuracy and completeness.
8.

Utilize the highlighting and comments features to mark any areas that may need further review or input.
9.

Once satisfied with your entries, save your work frequently to avoid loss of data.
10.

Use the ‘Download’ option to save a copy of the completed form to your device.
11.

If authorized, select the submit option to electronically file the forms directly via pdfFiller.

FAQs

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

Contact Support

Who is eligible to use IRS Form 990 and 8879-EO?

IRS Form 990 and 8879-EO are specifically designed for tax-exempt organizations in the U.S. that must report financial information and authorize electronic submissions. Ensure your organization qualifies as a tax-exempt entity under IRS regulations.

What are the deadlines for submitting these forms?

Form 990 is typically due on the 15th day of the 5th month after the end of your organization's tax year. However, filing deadlines can vary, so always check for potential extensions or specific state requirements.

How do I submit the completed IRS forms?

You can submit completed IRS Form 990 and 8879-EO electronically through approved e-file software like pdfFiller or via traditional mail. Ensure you double-check which submission method is applicable based on your organization’s needs.

What supporting documents do I need to file these forms?

You will need various supporting documents, including financial statements, detailed expenditure reports, and a list of qualifying activities. Gather all relevant information before starting the forms to ensure accuracy and completeness.

What common mistakes should I avoid when filing these forms?

Common mistakes include failing to include necessary schedules, incorrect EINs, and not signing Form 8879-EO. Ensure all fields are accurately filled out and the documents are properly authorized to avoid delays in processing.

How long does it take to process IRS Form 990 and 8879-EO?

Processing times can vary, but e-filed returns are generally processed faster than paper submissions, typically within a few weeks. If you encounter issues, the IRS will notify you directly.

Is notarization required for Form 8879-EO?

No, notarization is not typically required for IRS Form 8879-EO. However, the signature of an authorized officer is necessary for the validity of the form when submitting electronically.