E-file your Form 990-PF for $49.99

These are screens from the app, filled in with a made-up example. We've left the fees out of them. You'll find the current fee above and at checkout.

1. Step 1

   Upload the PDF, or enter it online

   Choose Form 990-PF, then upload the PDF of the return your foundation prepared. You can enter the figures online instead. If you enter it online, you can start from last year's return once the IRS has published it, wherever you filed it.

   

2. Step 2

   Check the entries beside the IRS form

   We read your PDF into our editor and show your entries beside the IRS form. If a total doesn't match the lines that make it up, the editor flags it and highlights that line on the form. Compare it with your PDF and correct it if needed.

   

3. Step 3

   Pay the filing fee

   Starting the return is free. When the main form is ready, pay once to go on to Schedule B, the supporting statements and signing. You can still change the main form after you pay, until an officer signs. Any tax the foundation owes is paid to the IRS separately.

   

4. Step 4

   Add Schedule B and the statements

   Upload or fill in Schedule B and the statements your return refers to. The page lists any that are still missing.

   

5. Step 5

   An officer signs, and we e-file it

   Look over the complete return, then have an officer sign it. We send it to the IRS and email you their acknowledgement.

   

Before you start, check the return's financial figures, grants, compensation and tax amounts. You'll also need:

• Your completed Form 990-PF as a PDF (up to 5 MB), or its figures to enter online
• The foundation's EIN and the tax year the return covers
• Schedule B, if the foundation must file it
• The supporting statements the return refers to

We read your uploaded PDF into an editor that shows the IRS form. Compare the entries with your copy of the return and correct any that are wrong. Then check the supporting material the return requires. You can open the prepared IRS form as a PDF to keep for the foundation's records or to send to an adviser.

Starting the return is free. You pay once when you're ready to add the schedules, sign and file. You can still change the main form after you pay, until an officer signs. Before signing, look over the complete return, schedules and statements included.

When an officer signs, we send the return to the IRS and email you their acknowledgement. The IRS decides whether to accept it, and passing our automated checks doesn't mean they will. If they reject it, correct the return and resubmit it at no extra charge.

Private foundations generally file Form 990-PF whatever their size, even when their receipts are under the Form 990-N limit for small organizations. Form 990-T and state returns are separate filings, and we don't currently file them. Check the IRS instructions for your foundation's situation.

Source: IRS Instructions for Form 990-PF · IRS: which forms exempt organizations file

We don't send tax payments to the IRS or handle IRS refunds. If your Form 990-PF asks the IRS to refund an overpayment, we can't file it as it stands. We can file it if it applies the overpayment to next year's estimated tax instead.

• Private foundation filing requirementsForm 990-PF, its deadline and extension, and the separate returns a foundation may owe.
• Starting from last year's returnWhat comes across from last year's Form 990, 990-EZ or 990-PF, and what you still enter.
• Schedule B: listing contributorsThe $5,000 rule, the 2% special rule for public charities, the no-Schedule-B box, and which donor details are public.
• Form 990 filing deadlinesThe general due date for each tax-year end, and how weekends and holidays move it.
• Form 8868 extensionsWhen Form 8868 extends an annual return, and why tax is still due on the original date.
• Filing feesWhat each form costs here and what the fee includes.
• Filing with an AI assistantHow to enter a prepared return with an AI assistant, and the steps a person has to take.