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 financial reporting document used by tax-exempt organizations in the US to inform the IRS about their revenue and expenses.

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

25 votes

Who needs 990-EZ Form?

Explore how professionals across industries use pdfFiller.

990-EZ Form is needed by:

Nonprofit organizations seeking tax-exempt status
501(c)(3) charitable organizations
Tax-exempt foundations and trusts
Financial officers preparing tax submissions
CPAs and tax preparers for organizations
Fundraisers needing financial transparency

Comprehensive Guide to 990-EZ Form

What is the Form 990-EZ Tax Return?

The Form 990-EZ is a tax return specifically designed for tax-exempt organizations to report their financial information to the IRS. This form provides a streamlined way for eligible organizations to submit crucial details about their financial status while complying with IRS regulations. For the tax year 2013, Form 990-EZ serves as an essential tool for organizations seeking to maintain transparency and accountability when managing their funds.

Defines Form 990-EZ as a tax document for tax-exempt organizations.
Explains its role in reporting financial information to the IRS.
Highlights the relevance of the tax year 2013.

Purpose and Benefits of the Form 990-EZ Tax Return

Understanding the importance of Form 990-EZ is crucial for tax-exempt organizations. This form not only aids in fulfilling federal obligations but also enhances the transparency of financial reporting. By filing Form 990-EZ, organizations can ensure they maintain their tax-exempt status while benefitting from a simpler filing process compared to longer tax forms.

Emphasizes the importance of transparency in financial reporting.
Illustrates how it helps organizations preserve their tax-exempt status.
Describes the ease of filing compared to lengthier forms.

Who Needs the Form 990-EZ Tax Return?

Eligibility to file the Form 990-EZ is primarily determined by the type of organization and its annual revenue. Certain organizations such as those classified under 501(c) and 527 can utilize this form. Additionally, there are specific revenue thresholds that guide the eligibility criteria for using Form 990-EZ, dispelling common misconceptions about who is required to file.

Identifies eligible organization types, including 501(c) and 527.
Details annual revenue thresholds necessary for qualification.
Clarifies common misconceptions regarding filing requirements.

How to Fill Out the Form 990-EZ Tax Return Online (Step-by-Step)

Completing the Form 990-EZ online involves a series of essential steps to ensure accuracy and compliance. This comprehensive guide provides a detailed breakdown of key sections and links to crucial fields requiring attention. Following these steps can help users avoid common pitfalls in the filing process.

Access the Form 990-EZ template online.
Complete sections detailing revenue, expenses, and assets.
Review entries to ensure accuracy before submission.

Common Errors When Filing the Form 990-EZ and How to Avoid Them

Many organizations encounter pitfalls while filling out Form 990-EZ, which can lead to delays and penalties. By understanding common mistakes, users can take steps to double-check their entries and ensure the accuracy of their data. Recognizing these error patterns is vital in the filing process.

Lists frequent mistakes in form completion.
Suggests methods for double-checking entries prior to submission.
Stresses the importance of accurate data to prevent penalties.

How to Sign and Submit the Form 990-EZ Tax Return

The signing and submission process for Form 990-EZ can vary depending on whether electronic signatures are acceptable. Understanding the available submission methods, such as e-Filing or postal mail, is crucial for ensuring a successful filing experience. Additionally, organizations can monitor the status of their submissions to address any potential issues.

Explains the acceptability of electronic signatures.
Describes submission methods including e-Filing and postal mail.
Provides details on tracking submission status.

Consequences of Not Filing or Late Filing the Form 990-EZ

Organizations that fail to file or submit late risk facing significant penalties. Understanding these ramifications is essential for all tax-exempt entities. Potential impacts include loss of tax-exempt status, increased likelihood of audits, and other financial repercussions, along with guidance on how to address missed deadlines.

Outlines penalties associated with late or non-filing.
Discusses the effects on tax-exempt status and audit risks.
Offers guidance on remedies for missed deadlines.

Security and Compliance When Handling the Form 990-EZ

When utilizing platforms like pdfFiller for filing Form 990-EZ, organizations can rest assured about the security and privacy of their sensitive documents. High-level security measures, such as 256-bit encryption and SOC 2 compliance, align with IRS requirements and ensure that financial data is handled with care.

Details pdfFiller’s robust security measures, including encryption.
Addresses privacy concerns when managing financial data.
Reassures compliance with IRS regulations while using pdfFiller.

Post-Submission: What Happens After You File the Form 990-EZ?

After submitting the Form 990-EZ, organizations can anticipate the IRS's review process and the associated timelines. Should any issues arise with the submitted form, there are steps to rectify them effectively. Understanding the requirements for record retention post-filing is also critical for compliance.

Explains the IRS review process and expected timelines.
Discusses remediation steps for rejected forms.
Details record retention requirements post-submission.

Leverage pdfFiller for Your Form 990-EZ Tax Return Needs

Utilizing pdfFiller for your Form 990-EZ filing needs simplifies the process considerably. The platform enables easy editing, eSigning, and secure document management, allowing organizations to focus on completing their forms accurately and efficiently.

Summarizes advantages of pdfFiller, including user-friendly features.
Highlights capabilities that assist in completing Form 990-EZ.
Mention the secure storage and management of documents.

Last updated on Oct 2, 2015

How to fill out the 990-EZ Form

1.

To access the Form 990-EZ on pdfFiller, navigate to the website and log in to your account. Search for 'Form 990-EZ Tax Return' in the forms library.
2.

Once you open the form, you'll see various fields to fill in. Start by entering the organization's basic details such as name, address, and Employer Identification Number (EIN).
3.

Gather all necessary financial information before beginning to ensure accuracy. This includes your organization's revenues, expenses, and net assets for the year.
4.

Use the pdfFiller interface to click on each field that requires information. Enter your data, ensuring that you provide all requested figures and percentages accurately.
5.

After filling out the form, review each section carefully. Check for any errors or omissions that could cause issues with your tax filing.
6.

Once you are satisfied with the accuracy of the information entered, save your work frequently to avoid losing any data.
7.

When ready, you can download the completed form as a PDF or submit it electronically through pdfFiller, following the prompts provided on the platform.

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 designed for tax-exempt organizations with gross receipts under $200,000 and total assets under $500,000 at the end of the year. Organizations must meet these criteria to be eligible to file this form.

What is the deadline for submitting Form 990-EZ?

Typically, Form 990-EZ is due on the 15th day of the 5th month after the end of the organization's tax year. For calendar year filers, this is May 15. It's essential to file on time to avoid penalties.

How do I submit Form 990-EZ once completed?

Form 990-EZ can be submitted electronically via the IRS e-file system or by mail. If you're using pdfFiller, you can submit directly from the platform after completing the form.

What supporting documents are required with Form 990-EZ?

Supporting documents such as a schedule of program service accomplishments, financial statements, and detailed revenue and expense information must accompany Form 990-EZ. Ensure all necessary documentation is prepared before submission.

What are common mistakes to avoid when filing Form 990-EZ?

Common mistakes include incorrect financial figures, missing required schedules, and failing to sign the form. Double-check all entries and ensure you review the form thoroughly before submission to avoid these pitfalls.

How long does it take for the IRS to process Form 990-EZ?

Processing time for Form 990-EZ varies, but it typically takes 2-3 months for the IRS to review. Delays can occur due to incomplete information or peak filing periods, so plan accordingly.

What happens if I miss the deadline for Form 990-EZ?

Missing the deadline for filing Form 990-EZ can result in penalties from the IRS. It's crucial to file on time or apply for an extension to avoid unnecessary fines.