Get the free Form 990-ez

Short Form Return of Organization Exempt From Income Tax under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code. This form is used by organizations that are exempt from federal income tax to report their financial activities and status.

How to fill out form 990-ez

How to fill out form 990-ez

1. Obtain Form 990-EZ from the IRS website or your tax professional.
2. Fill in your organization's name, address, and EIN at the top of the form.
3. Complete the financial data section, including revenue, expenses, and net assets.
4. Answer the questions on pages 2 and 3, providing additional required information about your organization.
5. Include a signature from an authorized person in your organization.
6. Attach any necessary schedules, such as Schedule A for public charity status if applicable.
7. Review the completed form for accuracy.
8. Submit the form electronically or by mail, ensuring it is sent to the correct IRS address based on your organization’s location.

Who needs form 990-ez?

1. Organizations with gross receipts of less than $200,000 and total assets of less than $500,000 at the end of the tax year.
2. Nonprofits and other tax-exempt organizations that are not required to file Form 990 or Form 990-PF.
3. Smaller charities that want to provide transparency without the complexity of the full Form 990.

For pdfFiller’s FAQs

How can I modify form 990-ez without leaving Google Drive?

Using pdfFiller with Google Docs allows you to create, amend, and sign documents straight from your Google Drive. The add-on turns your form 990-ez into a dynamic fillable form that you can manage and eSign from anywhere.

Can I create an electronic signature for the form 990-ez in Chrome?

Yes. By adding the solution to your Chrome browser, you may use pdfFiller to eSign documents while also enjoying all of the PDF editor's capabilities in one spot. Create a legally enforceable eSignature by sketching, typing, or uploading a photo of your handwritten signature using the extension. Whatever option you select, you'll be able to eSign your form 990-ez in seconds.

Can I edit form 990-ez on an iOS device?

Create, edit, and share form 990-ez from your iOS smartphone with the pdfFiller mobile app. Installing it from the Apple Store takes only a few seconds. You may take advantage of a free trial and select a subscription that meets your needs.

What is form 990-ez?

Form 990-EZ is a shorter version of the standard Form 990, which is used by tax-exempt organizations to provide the IRS with information about their financial activities, governance, and compliance with tax regulations.

Who is required to file form 990-ez?

Organizations with gross receipts between $200,000 and $500,000 and total assets less than $2.5 million at the end of the year must file Form 990-EZ.

How to fill out form 990-ez?

To fill out Form 990-EZ, organizations need to provide their basic information, complete a financial summary, report revenue and expenses, detail their program and mission activities, and include a balance sheet.

What is the purpose of form 990-ez?

The purpose of Form 990-EZ is to provide the IRS and the public with information about an organization's programs, finances, and overall operations, ensuring transparency and compliance with tax-exempt regulations.

What information must be reported on form 990-ez?

Form 990-EZ requires reporting information such as gross receipts, total expenses, net assets, revenue from various sources, functional expenses, and details about program services, governance, and key officers.