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Short Form 990EZ Department of the Treasury Internal Re ve n UE Service Under section 501 (c), 527, or 4947(AXL) of the Internal Revenue Code (except black lung benefit trust or private foundation)

How to fill out short form 990-ez return

How to fill out a short form 990-EZ return:

1. Gather all necessary information and documentation: Before starting to fill out the form, gather all the required information and documentation, including financial records, receipts, and any other supporting documents that may be necessary. Having everything prepared beforehand will make the process smoother.
2. Fill in the identification information: At the beginning of the form, you will need to provide basic identification information about your organization, such as its name, address, Employer Identification Number (EIN), and the form's tax year.
3. Complete the income section: In this section, you will report the organization's total revenue and any other sources of income. Be sure to accurately report the amounts and categorize them based on the provided instructions.
4. Report expenses: Here, you will enter various expense categories, such as salaries, rent, utilities, supplies, and other costs related to operating your organization. Make sure to allocate expenses accurately and follow the provided instructions on how to categorize them.
5. Provide additional financial information: Depending on your organization's activities, you may need to report additional financial details, such as program service accomplishments, grants, contributions, or other specific information. Ensure that you report this information accurately and include any necessary attachments or schedules.
6. Answer compliance questions: The form includes a series of "Yes" or "No" questions related to your organization's compliance with certain tax regulations. Carefully read and answer each question accurately.
7. Sign and date the form: The form must be signed and dated by an authorized person within your organization. This signature certifies that the information provided is accurate and complete to the best of their knowledge.

Who needs a short form 990-EZ return:

1. Nonprofit organizations: Nonprofit organizations, including most charitable, religious, educational, scientific, and literary organizations, often need to file a short form 990-EZ return.
2. Organizations with gross receipts less than $200,000: Generally, organizations with gross receipts less than $200,000 and total assets less than $500,000 can use the short form 990-EZ for their annual return.
3. Organizations that meet specific criteria: Certain organizations, such as private foundations or nonprofits that engage in certain activities, may be required to file a short form 990-EZ return even if their gross receipts exceed $200,000 or total assets exceed $500,000. It is important to review the applicable regulations to determine the filing requirements for your specific organization.

Note: It is always recommended to consult with a tax professional or the Internal Revenue Service (IRS) for guidance on your organization's specific filing requirements and to ensure accurate completion of the short form 990-EZ return.

For pdfFiller’s FAQs

What is short form 990-ez return?

The short form 990-EZ return is a simplified version of the Form 990 that certain small tax-exempt organizations must file with the IRS.

Who is required to file short form 990-ez return?

Certain small tax-exempt organizations with gross receipts less than $200,000 and total assets less than $500,000 are required to file the short form 990-EZ return.

How to fill out short form 990-ez return?

The short form 990-EZ return can be filled out electronically using the IRS website or manually by printing the form and filling it out by hand.

What is the purpose of short form 990-ez return?

The purpose of the short form 990-EZ return is for small tax-exempt organizations to report their financial information to the IRS and ensure compliance with tax laws.

What information must be reported on short form 990-ez return?

The short form 990-EZ return typically requires organizations to report information on their gross receipts, assets, expenses, and other financial details.

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