Tax-Exempt Organizations: Filing Deadline Is Coming Up

Tax-exempt organizations that operate on a calendar year (CY) basis have a filing deadline of May 16, 2022, for certain annual information and tax returns with the IRS. These returns are:

• Form 990-series annual information returns (Forms 990, 990-EZ, 990-PF)
• Form 990-N, Electronic Notice (e-Postcard) for Tax-Exempt Organizations Not Required to File Form 990 or Form 990-EZ
• Form 990-T, Exempt Organization Business Income Tax Return (other than certain trusts)
• Form 4720, Return of Certain Excise Taxes Under Chapters 41 and 42 of the Internal Revenue Code

Organizations filing a Form 990, 990-EZ, 990-PF, or 990-T for CY2021 must file their returns electronically. Private foundations filing Form 4720 for CY 2021 must file the form electronically. Charities and other tax-exempt organizations can file these forms electronically through an IRS Authorized e-File Provider.

Organizations eligible to submit Form 990-N must do so electronically and can submit it through Form 990-N (e-Postcard) on IRS.gov.

Be sure to submit complete and accurate returns. If an organization’s return is incomplete or the wrong return for the organization, the return will be rejected.

If your tax-exempt organization needs additional time to file beyond the May 16 deadline, you can request a 6-month automatic extension by filing Form 8868, Application for Extension of Time To File an Exempt Organization Return. Be aware, that extending the time for filing a return does not extend the time for paying tax.