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Click on the question mark icons to display help windows. The information provided will enable you to file a more complete return and reduce the chances the IRS will need to contact you. Form990EZShort.

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How to fill out the IRS 990-EZ online

Filing the IRS 990-EZ form is essential for tax-exempt organizations to report their financial information. This guide provides clear, step-by-step instructions to help users successfully complete the form online.

Follow the steps to fill out the IRS 990-EZ form seamlessly.

  1. Click ‘Get Form’ button to access the IRS 990-EZ form and open it in your online editor.
  2. In section A, fill in the calendar year for which the return is being filed. Enter the organization’s name as it appears on official documents.
  3. Check the appropriate box in section B if applicable to indicate whether it is an initial, final, or amended return. Also, provide the employer identification number in section D.
  4. Complete the address details in section E, ensuring to include the correct city, state, and ZIP code.
  5. Select the accounting method in section G, indicating whether it is cash or accrual.
  6. Fill out Part I by entering revenue, expenses, and changes in net assets. Be sure to follow the instructions for each line item and consult the help icons for additional guidance.
  7. In Part II, provide a balance sheet by reporting assets, liabilities, and net assets at both the beginning and end of the year.
  8. Part III requires a concise description of the organization’s program service accomplishments for its three largest programs.
  9. List officers, directors, trustees, and key employees in Part IV, ensuring to report hours worked and compensation details.
  10. Complete Part V by answering questions related to significant activities and changes, providing accurate information as necessary.
  11. Finally, review all entries for accuracy. Save your changes and choose to download, print, or share the completed IRS 990-EZ form as needed.

Encourage other organizations to complete their documents online for efficiency and accuracy.

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Mail your return to the Department of the Treasury, Internal Revenue Service Center, Ogden, UT 84201-0027. If your organization's principal business, office, or agency is located in a foreign country or a U.S. possession, send the return to the Internal Revenue Service Center, P.O. Box 409101, Ogden, UT 84409.

Mail your return to the Department of the Treasury, Internal Revenue Service Center, Ogden, UT 84201-0027. If your organization's principal business, office, or agency is located in a foreign country or a U.S. possession, send the return to the Internal Revenue Service Center, P.O. Box 409101, Ogden, UT 84409.

More In Charities and Nonprofits Form 990-N, Electronic Notice (e-Postcard) for Tax-Exempt Organizations Not Required to File Form 990 or Form 990EZ, is used by small, tax-exempt organizations for annual reporting and can only be submitted electronically.

Who must file. Most small tax-exempt organizations whose annual gross receipts are normally $50,000 or less can satisfy their annual reporting requirement by electronically submitting Form 990-N if they choose not to file Form 990 or Form 990-EZ instead.

Tax-exempt political organizations must file Form 990 or 990-EZ unless their annual gross receipts are less than $25,000 during the tax year or they are otherwise excepted under General Instruction B. A section 527 political organization that is a qualified state or local political organization must file Form 990 or ...

An organization that normally has $50,000 or more in gross receipts and that is required to file an exempt organization information return must file either Form 990, Return of Organization Exempt from Income Tax, or Form 990-EZ, Short Form Return of Organization Exempt from Income Tax.

Most charitable nonprofits that are recognized as tax-exempt have an obligation to file an annual information return with the IRS. ... See information on required state filings. Most small tax-exempt organizations with gross receipts that are normally $50,000 or less must file the IRS form 990-N, known as the "e-postcard".

Tax professionals who plan to file Forms 990, 990-EZ, 990-PF or 1120-POL electronically must submit a new or revised electronic IRS e-file application using the electronic e-services application. This is a one-time registration process and you must apply at least 45 days before you plan to file electronically.

Most nonprofit tax-exempt organizations are required to file annual tax returns with the IRS. Even though most tax-exempt nonprofit organizations do not pay federal taxes (that is what tax-exempt means), most do have to file an informational return with the IRS. This annual reporting return is called a Form 990.

All private foundations, regardless of income. They file Form 990-PF. Larger nonprofits that have gross receipts of more than $50,000 may file Form 990 or 990-EZ. Small nonprofits with gross receipts of $50,000 or less must file the 990-N (e-Postcard) to maintain their exempt status.

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IRS 990-EZ
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