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.
Form 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.
$120 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.
$240 flat
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.
$120 flat
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.
$120 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).
$80 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.
$40 flat now, $1 once automated
File Form 8038-CP →