Instructions for Form 990-N and 990-EZ Filing
This file provides detailed instructions for tax-exempt organizations on how to fill out Forms 990-N and 990-EZ. It covers required information, filing deadlines, and answers frequently asked questions. Perfect for PTA units and other organizations needing to meet IRS requirements.
Edit, Download, and Sign the Instructions for Form 990-N and 990-EZ Filing
Form
eSign
Add Annotation
Share Form
How do I fill this out?
Filling out this form may seem daunting at first, but we're here to guide you through it. Our step-by-step instructions will help ensure that you provide all necessary information correctly. Let's simplify the process and get your filing done efficiently.
How to fill out the Instructions for Form 990-N and 990-EZ Filing?
1
Review the instructions provided carefully.
2
Gather all necessary financial documents and information.
3
Complete the appropriate sections of the form.
4
Double-check your entries for accuracy.
5
Submit the form before the deadline.
Who needs the Instructions for Form 990-N and 990-EZ Filing?
1
PTA units who need to file their annual tax forms.
2
Non-profit organizations with gross receipts less than the threshold set by the IRS.
3
Local community organizations seeking tax-exempt status.
4
Charitable foundations that must demonstrate compliance with IRS regulations.
5
Educational institutions that qualify under tax-exempt guidelines.
How PrintFriendly Works
At PrintFriendly.com, you can edit, sign, share, and download the Instructions for Form 990-N and 990-EZ Filing along with hundreds of thousands of other documents. Our platform helps you seamlessly edit PDFs and other documents online. You can edit our large library of pre-existing files and upload your own documents. Managing PDFs has never been easier.
Edit your Instructions for Form 990-N and 990-EZ Filing online.
Editing your PDF on PrintFriendly is easy! You can click on the sections you want to edit and update the information directly. After making your changes, simply download the revised document to keep your records up to date.
Add your legally-binding signature.
Signing your PDF on PrintFriendly is a straightforward process. You can add your signature electronically and ensure that your document is officially authenticated. After signing, simply download your signed PDF for your records.
Share your form instantly.
Sharing your PDF on PrintFriendly is simple and efficient. Use the share feature to send your document via email or social media directly from the platform. It's a quick way to ensure your files reach the right audience.
How do I edit the Instructions for Form 990-N and 990-EZ Filing online?
Editing your PDF on PrintFriendly is easy! You can click on the sections you want to edit and update the information directly. After making your changes, simply download the revised document to keep your records up to date.
1
Open the PDF file in PrintFriendly.
2
Click on the text fields to edit the information.
3
Add or remove any necessary content according to your needs.
4
Save your changes, then preview the document.
5
Download the edited PDF to your device.
What are the instructions for submitting this form?
To submit Form 990-N or Form 990-EZ, you may send your completed forms via mail to the following address: IRS, P.O. Box 1214, Charlotte, NC 28201. Alternatively, you can file online if eligible, ensuring to follow the IRS guidelines for electronic submission. For any inquiries or assistance, contact the IRS at 1-800-829-1040, or reach out to 990help@pta.org for additional support.
What are the important dates for this form in 2024 and 2025?
For 2024, Form 990-N is due on May 15, and Form 990-EZ must also be submitted by this date. In 2025, the same dates apply to these forms. Make sure to mark your calendars to avoid any late submission penalties.
What is the purpose of this form?
The purpose of Forms 990-N and 990-EZ is to ensure tax-exempt organizations provide the IRS with essential information regarding their activities and finances. These forms help the IRS monitor compliance with tax regulations while allowing organizations to maintain their tax-exempt status. By filing these forms, organizations can avoid unnecessary penalties and ensure transparency in their financial dealings.
Tell me about this form and its components and fields line-by-line.
- 1. Organization Name: The legal name of the organization.
- 2. Employer Identification Number (EIN): The unique identification number assigned by the IRS.
- 3. Gross Receipts: Total revenue from all sources for the fiscal year.
- 4. Total Assets: All assets held by the organization at the end of the fiscal year.
- 5. Mission Statement: A brief statement of the organization's purpose.
- 6. Program Services: Description of the services provided by the organization.
What happens if I fail to submit this form?
Failing to submit these forms can result in penalties and may jeopardize your organization's tax-exempt status. It is crucial to adhere to the filing deadlines to avoid complications. The IRS may impose fines for late filings, which can accumulate over time.
- Penalties and Fines: Late submissions may incur significant monetary penalties.
- Loss of Tax-Exempt Status: Failure to file can lead to revocation of tax-exempt status.
- Increased Scrutiny: Non-compliance might result in additional examination by the IRS.
How do I know when to use this form?
- 1. Low Receipts: Use Form 990-N if your gross receipts are under $50,000.
- 2. Moderate Income: Choose Form 990-EZ if your gross receipts are under $200,000.
- 3. Tax-Exempt Verification: Both forms help verify your organization's tax-exempt status with the IRS.
Frequently Asked Questions
What is Form 990-N?
Form 990-N, also known as the e-Postcard, is a simplified form for small tax-exempt organizations.
Who is required to file Form 990-EZ?
Organizations with gross receipts under $500,000 or assets below $1.25 million may file Form 990-EZ.
When is the deadline for filing?
Form 990-N and 990-EZ are due on the 15th day of the 5th month after the end of the organization's fiscal year.
How do I extend my filing deadline?
You can file for a 6-month extension using Form 8868.
Can I edit my PDF after filling it out?
Yes, you can edit the PDF any time before the submission.
What happens if I miss the filing deadline?
Failure to file on time may result in penalties from the IRS.
Is there a size limit for filing these forms?
Form 990-N can be filed by organizations with gross receipts under $50,000.
How can I access previous filings?
You can request copies of your previous filings from the IRS.
Are there resources available for assistance?
Yes, there are various resources including IRS guidance and nonprofit organizations offering help.
What if my organization changes its name?
You should report any name changes when filing your Form 990.
Related Documents - Form 990 Instructions
Preparticipation Physical Evaluation Form
The Preparticipation Physical Evaluation Form is used to assess the physical health and fitness of individuals before they participate in sports activities. It covers medical history, heart health, bone and joint health, and other relevant medical questions.
Health Insurance Tax Credits Guide 2015
This document provides a comprehensive guide on health insurance and premium tax credits for the 2015 tax year. It explains the tax filing rules, eligibility criteria, and detailed instructions for claiming and reporting premium tax credits. Essential for individuals who bought health insurance through the ACA Marketplaces.
TSP-77 Partial Withdrawal Request for Separated Employees
The TSP-77 form is used by separated employees to request a partial withdrawal from their Thrift Savings Plan account. It includes instructions for completing the form, certification, and notarization requirements. The form must be filled out completely and submitted along with necessary supporting documents.
Ray's Food Place Donation Request Form Details
This file contains the donation request form for Ray's Food Place. Complete the general information section and follow the guidelines to submit your donation request at least 30 days in advance. The form includes fields for organization details and donation specifics.
Pastoral Ministry Evaluation Form for Board of Elders
This evaluation form is designed for the Board of Elders to assess and provide feedback on a pastor's ministry. It aims to offer affirmation and identify areas for improvement. The form covers preaching, worship leading, pastoral care, administration, and more.
Health Provider Screening Form for PEEHIP Healthcare
This file contains the Health Provider Screening Form for PEEHIP public education employees and spouses. It includes instructions on how to fill out the form for wellness program participation. The form collects personal, medical, and screening details to assess wellness.
Common Law Marriage Declaration Form for FEHB Program
This form is used to declare a common law marriage for the purpose of enrolling a spouse under the Federal Employees Health Benefits (FEHB) Program. It requires personal details, marriage information, and additional documentation. Submission instructions and legal implications are included.
MyPRALUENT™ Enrollment Form Instructions and Details
This document provides comprehensive instructions and details for enrolling in the MyPRALUENT™ program, including benefits, patient assistance, and clinical support. It outlines the required patient, insurance, and prescriber information, as well as the steps for treatment verification and household income documentation.
Application for Certified Copy of Birth Certificate
This form is used to request a certified copy of a birth certificate from the Clerk of Court Office. It includes details about the applicant, the person named on the certificate, and requires a photo ID and the correct fee. This form is only for walk-in services.
Torrance Memorial Physician Network Forms for Patients 18+
This file contains important forms for patients 18 years and older registered with Torrance Memorial Physician Network. It includes patient registration, acknowledgment of receipt of privacy practices, and financial & assignment of benefits policy forms. Complete these forms to ensure your medical records are up-to-date and to understand your financial responsibilities.
Vodafone Phone Unlocking Guide: Steps to Unlock Your Phone
This guide from Vodafone provides a step-by-step process to unlock your phone. Learn how to obtain your unlock code by filling out an online form. Follow the instructions to complete the unlocking process.
Texas Automobile Club Agent Application Form
This file is the Texas Automobile Club Agent Application or Renewal form, which must be submitted within 30 days after hiring an agent. The form includes fields for agent identification, moral character information, and requires signature from both the agent and an authorized representative of the automobile club. Filing fees and submission instructions are also provided.
