Tax-exempt organizations
Excise and information returns for the tax-exempt & government entities (TE/GE) world — the 990-series annual returns, private foundations, split-interest trusts, and employee benefit plans.
Not sure which 990 you file?
Answer a few questions about the organization and we'll tell you its annual return — Form 990, 990-EZ, 990-N or 990-PF — and whether anything else, such as Form 990-T, is owed alongside it.
Find my returnForm 990-N
Electronic Notice (e-Postcard)
The annual e-Postcard for small tax-exempt organizations with gross receipts normally ≤ $50,000 — organization identity and principal officer.
Free
File Form 990-N →Form 990-T
Exempt Organization Business Income Tax Return
Unrelated business taxable income (UBTI) of an exempt organization — income, deductions, tax, and Schedule A.
$15 flat
File Form 990-T →Form 990
Return of Organization Exempt From Income Tax
The full annual information return — governance, revenue, expenses, balance sheet, and Schedules A–O.
$20 flat — Form 990-EZ is free through $100,000 of gross receipts and $10 above it; Form 990-PF is $15
File Form 990 →Form 4720
Excise Taxes Under Chapters 41 and 42
Chapter 41/42 excise taxes on a private foundation or §501(c) organization and its managers/self-dealers — Schedules A–O.
$20 flat — $10 when filed with your Form 990-PF
File Form 4720 →Form 5227
Split-Interest Trust Information Return
Annual information return of a charitable remainder/lead trust or pooled income fund — income, distributions, balance sheet, and §664 schedules.
$20 flat
File Form 5227 →Form 5330
Excise Taxes Related to Employee Benefit Plans
Excise taxes on employee benefit plans — prohibited transactions, minimum funding, excess contributions, reversions, and more (Sections A–F).
$20 flat
File Form 5330 →Form 8038-CP
Credit Payments to Issuers of Qualified Bonds
Issuers of qualified tax-credit / direct-pay bonds claim their federal credit payment — issuer, bond, payment, and Schedule A.
$20 flat
File Form 8038-CP →Form 1120-POL
PendingIncome Tax Return for Certain Political Organizations
The income tax return of a political organization or an exempt organization with political-organization taxable income — §527 exempt-function income, deductions, and tax.
$15 flat
Pending — not open for filing yet