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

OM B No 1545-1150 Short Form Return of Organization Exempt From Income Tax Form 990-EZ Department of the Treasury The organization may have to use a copy of this return to satisfy state reporting

How to fill out short form 990-ez return

How to fill out short form 990-ez return:

1. Gather all necessary information - Before starting the form, gather all the required financial information such as income, expenses, assets, and liabilities. Make sure you have accurate and up-to-date records.
2. Download the form - Visit the official website of the Internal Revenue Service (IRS) and download the short form 990-ez return. You can find it on the Forms and Publications page.
3. Provide basic organizational details - Begin by filling out the top portion of the form, which includes the name of the organization, address, employer identification number (EIN), and tax year. Ensure that all the information is accurate and matches your records.
4. Complete Part I - This section requires you to provide details about your organization's gross receipts, investments, and other financial information. Follow the instructions provided by the IRS while filling out this part.
5. Fill out Part II - Part II involves reporting information about your organization's specific activities, such as program services, fundraising events, and political activities. Be thorough and provide accurate details.
6. Complete the remaining sections - Depending on your organization's activities and financial situation, you may need to fill out additional sections. Follow the instructions provided by the IRS and provide all the necessary details accurately.
7. Review and double-check - Once you have completed all the required sections, review your form for any errors or omissions. Make sure all calculations are accurate and that all the information provided is correct.
8. Sign and mail the form - Sign the short form 990-ez return and keep a copy for your records. Mail the completed form to the address provided by the IRS based on your location. Ensure that you send it on or before the specified deadline.

Who needs short form 990-ez return:

1. Non-profit organizations - Non-profit organizations exempt from income tax under section 501(c)(3) with gross receipts less than $200,000 and total assets less than $500,000 can use the short form 990-ez return.
2. Small exempt organizations - Certain small exempt organizations, regardless of their classification, can also choose to file the short form 990-ez return if they meet the specified criteria regarding gross receipts and total assets.
3. Organizations with fiscal years ending on or after July 31, 2020 - Starting from tax year 2020, eligible organizations with fiscal years ending on or after July 31 are required to file the short form 990-ez return electronically.

It is important to consult the official guidelines provided by the IRS or seek professional advice to determine if your organization qualifies for filing the short form 990-ez return.

For pdfFiller’s FAQs

What is short form 990-ez return?

Short Form 990-EZ return is a simplified version of Form 990 that small tax-exempt organizations can use to report their financial information to the IRS.

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

Organizations with gross receipts less than $200,000 and total assets less than $500,000 are eligible to file Form 990-EZ.

How to fill out short form 990-ez return?

You can fill out Form 990-EZ by providing information about your organization's revenue, expenses, assets, and activities throughout the year.

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

The purpose of Form 990-EZ is to provide the IRS and the public with an overview of a tax-exempt organization's financial status and activities.

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

Information such as revenue, expenses, assets, activities, and key personnel must be reported on Form 990-EZ.

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