File Form 990 Online With the IRS Authorized E-file Provider

Form 990 is an annual information return that must be filed by nonprofit organizations, tax-exempt entities, charitable trusts, and section 527 political organizations. It is used to report essential financial data, operational activities, and other information mandated by section 6033 to the IRS.

This form plays a vital role in ensuring organizations remain compliant with IRS regulations and provides transparency to potential donors, offering them insight into the organization's financial health and activities.

Organizations with gross receipts of $200,000 or more (or) assets of $500,000 or more are required to file Form 990.

Form 990 is due by the 15th day of the 5th month after the end of the accounting period. For organizations following the calendar tax year, the deadline to file Form 990 is May 15th.

Operating on a Fiscal Tax Year? Find your 990 deadline using our due date calculator.

Here’s the breakdown of Form 990:

• Part I - Summary
• Part II - Signature Block
• Part III - Statement of Program Service Accomplishments
• Part IV - Checklist of Required Schedules
• Part V - Statements Regarding Other IRS Filings and Tax Compliance
• Part VI - Governance, Management, and Disclosure
• Part VII - Compensation of Officers, Directors, Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
• Part VIII - Statement of Revenue
• Part IX - Statement of Functional Expenses
• Part X - Balance Sheet
• Part XI - Reconciliation of Net Assets
• Part XII - Financial Statements and Reporting

Check out our step-by-step instructions on how to complete Form 990.

Organizations filing Form 990 may be required to attach certain schedules for reporting additional information, depending on the details they report.

From the 16 Schedules available for Form 990, organizations should attach any and all applicable schedules based on their requirements.

Learn more about 990 Schedules

Yes! As per the Taxpayer Act of 2019, the IRS requires organizations to file Form 990 electronically for a tax year ending on or after July 31, 2020.

Yes! If your organization requires additional time to file Form 990, you can submit Form 8868 to request an extension. The IRS grants an automatic 6-month extension if Form 8868 is filed on or before the original due date.

For organizations following a calendar tax year, filing for an extension moves the 990 deadline to November 15.

If you do not file Form 990 by the deadline, your organization will incur late filing penalties imposed by the IRS. These penalties range from $20 to $120 per day, depending on your organization’s gross receipts, and they accrue for each day the form is late.

For more information about 990 penalties, click here to learn more.

You have the ability to amend any details on your original Form 990, with the exception of the organization’s EIN. However, amendments can only be made after the IRS has accepted your initial filing. .

If your original Form 990 was submitted through Tax 990, all field values from that form will automatically populate the amended form when you select the "Amend this Return" option. To make changes, simply access the relevant section, click ‘edit’, revise the necessary information, and submit the updated form to the IRS.

If you originally filed your Form 990 with a different provider, you can still use Tax990 to file amendments. You will need to enter all required information into the fields manually.

Organizations that have not submitted the required Form 990 series returns for three consecutive years and have consequently lost their tax-exempt status must apply for reinstatement. Once your reinstatement application has been processed, you can submit your Form 990 to the IRS, indicating that your reinstatement application is currently pending.

Form 990 must be filed by tax-exempt organizations with gross receipts of $200,000 or more or total assets of $500,000 or more. On the other hand, Form 990-PF is specifically designated for private foundations.