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Form 990-ez

Last reviewed: May 2026

Use Form 990-EZ to file the shorter annual information return for eligible tax-exempt organizations.

Topic Forms library
Form Form 990-ez
Audience bookkeepers nonprofit leaders tax preparers
Issue Forms Nonprofit Reporting
Tax year 2026

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Nonprofit filing thresholds and schedules matter, so confirm the organization is on the right version before filing.

How this form usually moves

What it is

Form 990-EZ is the form you use to file the shorter annual information return for eligible tax-exempt organizations.

Who usually uses it

Tax-exempt organizations use this form for annual federal information reporting.

Where it usually goes

File it with the IRS using the filing method that applies to the organization and return type.

Who this is for

Use this page when an exempt organization needs to understand which annual federal information return applies.

When to use this page

Use this page when a nonprofit or exempt organization is matching receipts, size, and status to the right annual filing.

What to gather

  • Official IRS instructions or the IRS form page
  • Organization financial statements and governance records
  • Schedule and filing-threshold details

Forms that may matter

  • Form 990-EZ

Step-by-step

  1. Confirm whether this form applies to your tax year or filing problem.
  2. Gather the records that feed the key lines or boxes on the form.
  3. Open the official IRS page, PDF, or instructions before you complete anything.
  4. Keep a copy with the return, notice, payment, or account records that go with this form.

Official sources

Sources and authority

Sources 4/2 Strong source coverage Updated May 2026
IRS official page

IRS

IRS PDF

IRS

IRS instructions

IRS

TaxHackAI Help Center

Authority source

Action plan

Form workflow checklist

Keep the form, records, and next filing step in one place so the form does not drift away from the rest of the return.

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Related forms and problem pages

Form 1040 Use Form 1040 to file an annual federal individual income tax return and tie together the schedules, credits, withholding, and balances that drive the final return. Form 1040 Use Form 1040 to file an annual federal individual income tax return and tie together the schedules, credits, withholding, and balances that drive the final return. Schedule C (Form 1040) Use Schedule C (Form 1040) to report sole-proprietor or single-member LLC business income and expenses, then carry the result into the main return. Form 4868 Use Form 4868 to request an automatic extension of time to file an individual return, while still paying as much of the tax due as you reasonably can by the deadline. Form 4868 Use Form 4868 to request an automatic extension of time to file an individual return, while still paying as much of the tax due as you reasonably can by the deadline. Form 9465 Use Form 9465 to request an installment agreement when you owe tax and cannot pay the full balance at once.