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 990-EZ Form

The Form 990-EZ Tax Return is a tax document used by small tax-exempt organizations in the US to report 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

43 votes

Who needs 990-EZ Form?

Explore how professionals across industries use pdfFiller.

990-EZ Form is needed by:

Small tax-exempt organizations with gross receipts under $1,000,000
Nonprofits seeking to maintain tax-exempt status
Organizations needing to report revenue and expenses
Administrators managing tax compliance for organizations
Financial officers preparing tax documents

Comprehensive Guide to 990-EZ Form

What is the Form 990-EZ Tax Return?

The Form 990-EZ is a tax document specifically designed for small tax-exempt organizations in the United States to report their financial status to the IRS. This form serves as a simplified version of the standard Form 990, benefiting organizations with gross receipts under $1,000,000 and total assets below $2,500,000. Organizations utilizing this form must provide detailed financial information, including revenue, expenses, net assets, accomplishments, and a list of key personnel.

Purpose and Benefits of the Form 990-EZ Tax Return

Organizations are required to file the Form 990-EZ to maintain their tax-exempt status, ensuring compliance and transparency with the IRS. This form plays a crucial role in providing the IRS with insight into an organization’s financial health and operational efficiency. Additionally, completing this form can help organizations foster trust among stakeholders by demonstrating fiscal responsibility and accountability.

Eligibility Criteria for the Form 990-EZ Tax Return

To file Form 990-EZ, organizations must meet specific eligibility criteria concerning their financial status. The main requirements include:

Gross receipts of $1,000,000 or less.
Total assets valued at less than $2,500,000.

Organizations exceeding these limits may need to file a different form, such as the standard Form 990, as non-compliance could jeopardize their tax-exempt status.

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

Filing the Form 990-EZ requires adhering to strict deadlines to avoid penalties. Organizations typically must submit this form by the 15th day of the 5th month after the end of their fiscal year. Here are the steps to file the form online:

Gather all necessary financial documents and information.
Sign in to the appropriate IRS e-filing platform.
Complete the Form 990-EZ online, ensuring all fields are filled accurately.
Review the completed form for any potential errors.
Submit the form electronically to the IRS.

Common Filling Errors and How to Avoid Them

Filing errors can lead to delays or complications in processing Form 990-EZ. Some common mistakes include:

Incorrectly calculating gross receipts or total assets.
Failing to include required information about program service accomplishments.

To mitigate these issues, ensure to use a review checklist to verify each section is accurately completed before submission. Validating all entries will help prevent unnecessary errors and facilitate a smoother filing process.

How to Save, Download, and Submit the Form 990-EZ Tax Return

It is essential to know how to handle your completed Form 990-EZ securely. After filling out the form, you can:

Download the completed form in PDF format for your records.
Submit the form electronically or by mailing a hard copy to the IRS.

Choose the submission method that best suits your organization’s needs and ensure you keep a secured backup of your filed documents.

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

Once the Form 990-EZ is submitted, organizations should be aware of the next steps in the process. Typically, users can expect:

A confirmation notice from the IRS that the form has been successfully received.
The ability to track the status of their submission online.

Processing times vary, but organizations should stay informed about potential next actions and deadlines related to their submitted forms.

Security and Compliance When Handling the Form 990-EZ Tax Return

Security is paramount when dealing with sensitive tax documents like Form 990-EZ. Organizations should ensure compliance by implementing robust data protection measures, such as:

Employing encryption tools to safeguard data during transmission.
Adhering to privacy policies that regulate document retention and access.

Maintaining these security practices helps prevent unauthorized access and complies with IRS regulations.

Utilizing pdfFiller to Complete Your Form 990-EZ Tax Return

pdfFiller provides a user-friendly platform for completing Form 990-EZ effectively. Key features include:

Tools for editing and filling forms directly within the platform.
Options for eSigning documents to streamline the process.

Using pdfFiller enables organizations to manage their forms securely and efficiently, ensuring a smooth filing experience.

Ready to Get Started?

Begin your journey towards completing the Form 990-EZ using pdfFiller today. Our tools are designed to make the process as easy and secure as possible, helping you focus on maintaining your organization’s tax-exempt status seamlessly.

Last updated on Sep 29, 2015

How to fill out the 990-EZ Form

1.

Access pdfFiller and log in to your account.
2.

Search for 'Form 990-EZ Tax Return' in the templates section.
3.

Open the form to view it in the pdfFiller editor.
4.

Before filling out the form, gather information about your organization's financials, including total revenue, expenses, and assets.
5.

Use your organization’s financial statements to accurately fill in revenue and expense fields.
6.

Fill in necessary details about program service accomplishments and list the officers and key employees as required.
7.

Utilize pdfFiller’s tools for adding text, selecting checkboxes, and entering numerical data.
8.

Once all fields are filled, review the form carefully, ensuring that all information is accurate and complete.
9.

Make use of pdfFiller’s 'Preview' feature to see how the final version will appear once completed.
10.

Finalize the document by saving your changes within pdfFiller.
11.

Download the completed form in your preferred format for submission.
12.

Submit the form electronically, by mail, or explore additional submission options offered by pdfFiller.

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?

Form 990-EZ is specifically for small tax-exempt organizations with gross receipts of less than $1,000,000 and total assets under $2,500,000, ensuring compliance with IRS reporting requirements.

What is the deadline for submitting Form 990-EZ?

Form 990-EZ is due on the 15th day of the 5th month after the end of your organization's fiscal year. Extensions can be filed to avoid late penalties.

How is Form 990-EZ submitted?

You can submit Form 990-EZ electronically through the IRS e-file system or send a paper copy via traditional mail. Ensure you follow the proper submission guidelines to avoid delays.

What supporting documents are needed when filing Form 990-EZ?

Typically, no additional documents are required when submitting Form 990-EZ; however, retain financial statements and records as they may be requested by the IRS or auditors.

What common mistakes should I avoid when filling out Form 990-EZ?

Common mistakes include misreporting financial figures, failing to include required sections, and not verifying the organization’s address or other details. Double-check for accuracy before submission.

How long does it take for Form 990-EZ to be processed?

Processing times vary, but generally, the IRS takes between 4 to 8 weeks to process filed Form 990-EZ. Allow additional time during peak filing periods.

Is there a fee for filing Form 990-EZ?

There is no filing fee for submitting Form 990-EZ as it is a required informational return. However, fees may apply if you use third-party services for assistance.