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 tax-exempt organizations to report their 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

4.8

satisfied

61 votes

Who needs 990-EZ Form?

Explore how professionals across industries use pdfFiller.

990-EZ Form is needed by:

Small nonprofit organizations seeking to file their tax return
Tax-exempt organizations with gross receipts under $200,000
Organizations with total assets less than $500,000
Financial officers of charities needing to report financial data
Tax professionals assisting nonprofits with IRS submissions

Comprehensive Guide to 990-EZ Form

What is the Form 990-EZ Tax Return?

The Form 990-EZ is a tax return utilized by tax-exempt organizations in the United States to report their financial information to the IRS. This form is specifically designed for smaller nonprofits with gross receipts under $200,000 and total assets below $500,000. It is critical for maintaining transparency in their financial dealings.

This tax return includes essential components such as revenue, expenses, and accomplishments in program services. By completing the Form 990-EZ, organizations ensure compliance with IRS regulations while also providing stakeholders with a clear picture of their financial health.

Purpose and Benefits of the Form 990-EZ Tax Return

Understanding the purpose of filing the Form 990-EZ is crucial for tax-exempt organizations. Filing this form is not merely a legal obligation; it also serves as a significant practice in transparency, helping organizations build trust with their stakeholders.

Tax-exempt organizations can leverage the benefits of financial transparency, which fosters community confidence and can attract donations. Additionally, complying with filing requirements helps maintain their tax-exempt status, ensuring uninterrupted operations.

Who Needs the Form 990-EZ Tax Return?

The Form 990-EZ is mandated for certain tax-exempt organizations. It is generally required for organizations that meet the following criteria:

Gross receipts of less than $200,000
Total assets below $500,000

Common examples include charities, educational places, and religious groups. It is essential to evaluate eligibility against other IRS forms to determine proper filing requirements.

When to File the Form 990-EZ Tax Return

The Form 990-EZ must be filed annually, following specific deadlines set by the IRS. Organizations should adhere to the following important dates:

Filing deadline: Generally, the 15th day of the 5th month after the end of the organization’s accounting period.
Extensions: An automatic extension may provide an additional six months to file.

Failure to meet these deadlines can result in penalties, including the loss of tax-exempt status, making timely filing crucial.

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

To accurately complete the Form 990-EZ, organizations should gather essential information including the organization’s name, Employer Identification Number, and financial details. Follow these steps to fill the form accurately:

Access the Form 990-EZ template through a reliable platform.
Fill in the 'Name of Organization' and 'Employer Identification Number.'
Complete the financial sections, reporting revenue, expenses, and balance sheets.
Review all entries for accuracy before proceeding to submission.

Organizing all necessary documents beforehand simplifies the process and promotes completeness in your filing.

Common Errors and How to Avoid Them

When completing the Form 990-EZ, organizations often make typical mistakes that can undermine their submissions. Common errors include:

Incorrect financial figures, which can lead to discrepancies.
Omitting required fields, increasing the risk of rejection.

To ensure accuracy, validate each entry and double-check figures. Reviewing the completed form thoroughly before submission can help mitigate such issues.

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

Submission of the Form 990-EZ requires proper signing. Organizations must comply with the following signing requirements:

Digital signatures are permissible, but wet signatures are also accepted.
Submission methods include e-filing or mailing the form directly to the IRS.

After submission, tracking processes are essential to confirm receipt and monitor the status of the filing.

What to Do After Submitting the Form 990-EZ Tax Return

Once the Form 990-EZ is submitted, organizations should anticipate receiving a confirmation receipt. Tracking submission status is vital, and organizations should be prepared for potential outcomes including:

Approval notices from the IRS.
Request for additional information if discrepancies are found.

If a rejection occurs, prompt action is necessary to resolve issues outlined by the IRS.

Why Choose pdfFiller for Completing Your Form 990-EZ Tax Return

pdfFiller offers extensive advantages for organizations completing the Form 990-EZ. The platform provides features for editing, filling, and eSigning that simplify the process tremendously. Recognized for its strong security measures, pdfFiller ensures that sensitive information remains protected.

With more than 100 million users, it enhances the ease of form management, allowing organizations to focus on their missions while staying compliant with IRS requirements.

Getting Started with pdfFiller for Your Form 990-EZ Tax Return

Engaging with pdfFiller is straightforward and efficient. Begin by accessing the platform to start your form-filling experience. Users will appreciate the platform's easy navigation and a range of supported features that cater specifically to the needs of tax-exempt organizations.

By utilizing pdfFiller, organizations can complete their Form 990-EZ securely and conveniently, ensuring they meet all necessary requirements.

Last updated on Nov 10, 2015

How to fill out the 990-EZ Form

1.

Access the Form 990-EZ template by visiting pdfFiller's website and signing in or creating an account if you don't have one.
2.

In the search bar, type 'Form 990-EZ Tax Return' to find the document. Click on it to open the form in the fillable editor.
3.

Review the fields needed for completion. Common sections include the name of the organization, employer identification number, and address changes. Make sure all required fields are clearly identified.
4.

Gather supporting documents such as financial statements, revenue records, and details of expenses prior to filling out the form to ensure accuracy.
5.

Utilize pdfFiller's fillable fields to enter the relevant information. Click on each blank field 'Name of organization', 'Employer identification number', and others to input your data.
6.

Check that you adhere to 'Fill in all required fields' instructions as you go. This will prevent mistakes that could delay processing.
7.

After completing all necessary sections, review the form for completeness. Pay special attention to calculations related to revenue and expenses.
8.

Once satisfied with the entered information, save your work. Use pdfFiller’s 'Save' feature to keep a digital copy of the completed form.
9.

Download the completed form as a PDF file or choose to submit directly through pdfFiller if the option is available, ensuring you follow all submission guidelines.

FAQs

If you can't find what you're looking for, please contact us anytime!

Contact Support

Who is eligible to use Form 990-EZ?

Form 990-EZ is designed for tax-exempt organizations in the United States with gross receipts of less than $200,000 and total assets below $500,000.

What is the deadline for filing Form 990-EZ?

The typical deadline for filing Form 990-EZ is the 15th day of the 5th month after the end of your organization’s accounting year. For expedited information, check the IRS website.

How do I submit Form 990-EZ once completed?

Form 990-EZ can be submitted electronically through the IRS e-file system, or it can be mailed to the specified address on the form if filing a paper return.

What supporting documents are required with Form 990-EZ?

While additional documents are generally not required for submission, keeping thorough financial records such as income statements and expense reports is crucial for reference.

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

Common mistakes include incorrect financial calculations, missing required fields, and failing to report all sources of income. Always double-check entries before submission.

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

Processing times for Form 990-EZ may vary, typically ranging from 4 to 6 weeks for electronic filings. Paper submissions may take longer.

Are there any fees associated with filing Form 990-EZ?

There are no IRS fees for filing Form 990-EZ; however, if you choose to use third-party services for preparing or e-filing, there may be associated costs.