39 Fiduciary Reporting Forms Templates

  • Form 990 (Schedule I) Form 990 (Schedule I) What is IRS Form 990 Schedule I Form 990 Schedule I, officially known as "Grants and Other Assistance to Organizations, Governments, and Individuals in the United States," is a document that tax-exempt organizations, non-profit foundations, and charities use to report their grants and assistance. In particular, it discloses the organizations and projects the non-profit supported throughout the tax year. Filing Requirements: All tax-exempt organizations providing grants or assistance during the tax year must file Schedule I Form 990 along with their standard Form 990. Failure to file this schedule accurately and on time may result in penalties and jeopardize the organization's tax-exempt status. How To Fill Out IRS Form 990 Schedule I Step 1: Complete the Header Fill in the header with the name of your organization and your Employer Identification Number (EIN). It's essential to ensure this information matches your Form 990 or 990-EZ. Step 2: Fill Out Part I In Part I, you will list each recipient who received more than $5,000 in grants or assistance during the tax year. Be sure to fill in each column. This part of the form requires: The name and address of each recipient The recipient's EIN (if it's an organization) IRS code section of the recipient's exemption (if it's an organization) The amount of cash grant or assistance The amount of non-cash assistance A brief description of the non-cash assistance The purpose of the grant or assistance It's essential to detail each grant individually and as accurately as possible. Step 3: Fill Out Part II If you reported any recipient in Part I, Column (i), you must complete Part II. Here you should provide additional information about those grants or assistance. This part includes: The purpose of the grant or assistance Whether it was a one-time or continuing grant How the organization monitors the use of the grant Take your time to complete this part accurately, as it provides essential information about your organization's grant-making activities. Step 4: Fill Out Part III In Part III, you need to provide information about the organization's grant-making process. This includes an explanation of how the organization monitors the use of grants and how it ensures they are used for the intended purpose. If the organization uses a third party or committee to oversee this process, that should also be included in this part. Step 5: Review and Attach to Form 990 Once you've completed all parts of Schedule I, review it carefully to ensure accuracy. Then, attach it to your Form 990 or 990-EZ when filing. Keep a copy for your records and possible future reference.
  • Form 990-PF Form 990-PF What is Form 990-PF? The 990 PF Form is an extensive thirteen-page document used by organizations with a "private foundation" status to notify the IRS of their activities and calculate taxes. The calculations differ depending on the specific type of private entity, so it is essential to follow the IRS Form 990 PF instructions. What do I need the 990 PF tax form for? Both taxable and exempt foundations must report their activities annually using IRS Form 990-PF. Nonexempt charitable trusts also belong to this type of entity, so they must also submit it. If private foundations go out of business or an organization is waiting to receive such status, they must provide a completed form. If your gross receipts are below a certain limit, you are required to complete other, shorter versions of this file. How to Fill Out Form 990-PF? Step 1: Enter your foundation information, calculate the total income and expenses for the reporting period, and get adjusted net profit. Step 2: Count all your assets and liabilities to calculate your total balance and determine changes over the past year. Step 3: Determine capital gains or losses and excise tax. Carefully follow the instructions for each type of foundation, depending on the section. Step 4: Answer questions about your activity and fill in info about trustees, officers, directors, managers, etc. List the five employees and independent contractors with the highest payments. Step 5: Make a summary of all activities, including investment return, distributable amount, undistributed income, transfers, etc. Not all parts of the IRS Form 990 PF are mandatory, so fill out the ones that apply to you. Organizations that work with Form 990-PF IRS Related to Form 990-PF Documents 990 W Form 4868 Electronically File Form 7004 8813 Form Form 1040 Schedule H
  • Form 990-EZ Form 990-EZ What is form IRS 990 EZ?  The IRS 990 EZ is the shorter version of Form 990 for taxpayers to report about their incomes. Several entities should fill this form.  What I need form IRS 990 EZ for?  The form is required to fill to report about annual returns. It should be submitted by: Organizations with tax-exempt status; Political organizations listed under Section 527; Charity rusts that are nonexempt.  IRS 990 EZ gives an overview of the organization’s governance and activity. Some institutions even rely on this form as the only source of reliable information about the organization.   Filling out form IRS 990 EZ The form must be submitted by the end of the fiscal year if the gross income of the organization is less than $200,000 and its total assets are less than $500,000. In the form, you need to mention the information about your company (name, EIN, and so on), fiscal year’s revenue, as well as to mention all the changes in net assets. The document has 52 fields and consists of four parts: Revenue, Expenses, and Changes in Net Assets or Fund Balances; Balance Sheets; Statement of Program Service Accomplishments; List of Officers, Directors, Trustees, and Key Employees.  As the form is pretty long, be very attentive while calculating the outcome.  Organizations that work with form IRS 990 EZ The IRS.  IRS Form 990-EZ Resources Download blank form 990-EZ IRS Instructions for Form 990-EZ How to get 990-EZ How to fill out 990-EZ Relevant to 990 EZ Form Documents Fillable Form 990 Tax Form 3520 IRS 1120 Form Form 1040NR EZ Form 990 W Form 1120 F 4868 IRS Form
  • Form 990 Form 990 What is Form 990? Form 990 is an annual reporting tax return that certain federally tax-exempt organizations must file with the Internal Revenue Service (IRS). It provides information on the organization's mission, programs, and finances, allowing the IRS and the general public to evaluate its operations, ensuring it uses its funds for tax-exempt purposes. Completing the form correctly is essential for maintaining tax-exempt status and avoiding penalties. IRS form 990: Who needs to file? Organizations required to file the IRS form 990 include tax-exempt organizations, non-profit groups, and charitable institutions with gross receipts totaling $200,000 or more or total assets worth at least $500,000. Smaller organizations may file form 990-EZ instead. Keep in mind that certain organizations, such as religious organizations, state institutions, and government corporations, are exempt from filing form 990. How to Fill Out an IRS 990 Tax Form: Key Sections and Tips To complete Form 990 accurately, follow these steps: Provide the organization's full legal name, address, and contact information at the top of Page 1 in the "Heading" section. Select the appropriate checkboxes for the organization's tax year, type of organization, exemption, and group return if applicable. Check the box for the website address, if available, and write the address. Fill in the "A" and "B" columns by providing every line's respective amounts in the "Revenue, Expenses, and Changes in Net Assets" section. In the "Part III - Statement of Program Service Accomplishments," describe the organization's mission and specific activities that accomplish its goals in lines 1-4. Include expense amounts for each activity mentioned. Complete "Part IV - Checklist of Required Schedules" by checking "Yes" or "No" for each question based on the organization's financial activities and requirements. Attach additional schedules if required. Fill in "Part V - Statements Regarding Other IRS Filings and Tax Compliance" by providing information on the organization's IRS filings, such as payroll taxes, 1099 forms, and employee compensation disclosures. In "Part VI - Governance, Management, and Disclosure," provide information about the organization's governing body, policies, and disclosure practices. Complete "Part VII - Compensation of Officers, Directors, Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors" by listing the required individuals and their compensation details. In "Part VIII - Statement of Revenue," report the organization's various sources of revenue, including contributions, program service revenue, investment income, and others. Fill in "Part IX - Statement of Functional Expenses" to provide a detailed breakdown of the organization's expenses, including program services, management, and general and fundraising expenses. Complete "Part X - Balance Sheet" by providing the organization's assets, liabilities, and net assets at the beginning and end of the tax year. Fill in "Part XI - Reconciliation of Net Assets" to show the changes in the organization's net assets during the tax year, including any prior period adjustments and other changes. Complete any additional schedules required based on the organization's activities and responses in "Part IV - Checklist of Required Schedules." Review the completed form 990 for accuracy and sign the form electronically using the PDFLiner editor's e-signature feature. An organization officer, such as the president, treasurer, or executive director, should sign the form. Why choose to file form 990 online? Filing the 990 form template online is advantageous due to its convenience, efficiency, and accuracy. By choosing to e-file, organizations can quickly submit their tax information securely, minimize errors through electronic validations, receive instant confirmation of submission, and reduce the risk of late filing or penalties. Additionally, online filing is environmentally friendly, reducing the need for physical paperwork.
  • Form 5500-EZ (2022) Form 5500-EZ (2022) What Is Form 5500 EZ 2022? The form 5500 EZ is also known as the annual return of A One-Participant (Owners/ partners. and Their Spouses) Retirement Plan or A Foreign Plan. This document was created by the Department of the Treasury Internal Revenue Service which also collects it from taxpayers. You have to make sure that you need this blank since it is required in section 6058(a) of the Internal Revenue Code. If this is not the case, you have to pick another option for you. However, pay attention to the fact that some foreign plans for retirement require the form. If you don’t know what is form 5500 EZ, don’t worry, you will quickly learn. This is the yearly report about the planned activity that is demanded by the IRS and must be made for the one-participant plan 401(k). The plans that must be disclosed usually contain details from the IRS, Department of Labor, and Pension Benefit Guaranty Corporation. The form has its own strict deadline. What Do I Need the Form 5500 EZ For? You can use form 5500-EZ as a part of a one-participant plan that is not part of the Internal Revenue Code requirements section 104(a) of the ERISA act from 1974. You can’t be eligible or you don’t file form 5500-SF electronically, which is the Short Form Annual Return/Report of Small Employee Benefit Plan; The IRS 5500 EZ form must be filed by the administrators of the one-participant plan as the obligation of the yearly reporting. It is made for the owner of the business or for the partnership. Administrators fill the form to the IRS; If you have not one but several plans that together reach $250,000 total assets amount, you don’t need to file the IRS form 5500-EZ during the year. How to Fill Out Form 5500 EZ 2022? The tax form 5500 EZ was created to ease the life of taxpayers. However, some of them still find it complicated. Even though there are detailed tips on how to fill each section, you still need some time to figure out what you need to calculate and where you need to mention the number. You will find the guide on the IRS official website, as well as PDFLiner, where you can also fill out the form online. PDFLiner offers all the tools you need to quickly complete the document and send it to the IRS electronically. You may save it on your device and print it too. Before you begin to write anything there, make sure that the year indicated on it matches the year you need. Now, follow these detailed 5500 EZ form instructions: Write down the year, day, and month of your report; Pick the box that matches your return type and put the tick inside it. Provide information on the return in sections A, B, C, D, and E; Share details of the basic plan. You have to name the plan you have and describe the number of the plant, and the date of the plant. Include information on the employer, business, and address. Name the administrator and EIN. Indicate the number of participants; Describe the general financial information for the year, employers, and participants; Name the feature code in plan characteristics, using the standard List of Codes from the instructions to the document; Answer the funding and compliance questions; Put your signature and the date. Organizations That Work With Form 5500 EZ 2022-2023 Department of the Treasury Internal Revenue Service.
  • IRS Form 990-W IRS Form 990-W What Is Form 990-W [year]? The IRS form 990-W is used for determining the tax-exempt organizations’ estimated tax liability in relation to their unrelated business earnings. Feel free to fill out this blank online here on PDFLiner.com and enjoy keeping your books in order.  What I Need Form 990-W for An entity that’s acknowledged as tax-exempt may still imply liability for tax in terms of its unrelated business earnings. Unrelated business earnings are earnings from a corporate affair that continues on a regular basis and has nothing to do with the reason for the entity’s exemption. That being said, a tax-exempt entity needs form 990-W to pinpoint the tax they owe within their independent business income. How to Fill Out Form 990-W You’re probably here because you’ve been looking for a fillable form 990-W spreadsheet. We’ve got you covered. Form 990-W is a seven-page document that consists of the fillable sections, as well as a multitude of instructions. Prior to completing the file, read those instructions carefully.  If you feel that the PDF with form 990-W is way too challenging to complete on your own, you can always seek professional help and have an expert fill the doc for you. Don’t forget that with PDFLiner, you can e-sign, submit, download form 990-W, and print it out whenever necessary. Organizations That Work With Form 990-W The Internal Revenue Service (IRS). Relevant to Form 990-W Documents Fillable Form 990 Fillable Form 990-BL Fillable Form 990 Schedule B
  • IRS 990 - Schedule B IRS 990 - Schedule B What is IRS 990 – B Schedule? IRS 990 – B Schedule is the form that usually provides the list of contributors and the amount of money they have donated to the organization. It is accompanied by 990-EZ, 990-PF, and other 990 forms. In form 990-EZ, you have to report the donation that was made by your organization, and in form 990-B, you have to extend previously given information. What I need the IRS 990 – B Schedule for? Every organization that completes 990 form or 990-EZ form must provide 990-B schedule; This form is vital for tax-exempt companies who receive donations; Contributors may want to see this form either, to check whether their donations were counted in the tax report. IRS 990 – B Schedule is not required if the organizations receive less than $5,000 from contributors in a year. The due date is determined by the forms that accompany this schedule. Check the deadline for 990 EZ and other 990 forms. They usually must be completed until the end of the fiscal year. Filling out IRS 990 – B Schedule Before you start completing this form, check whether you have all the information to fill it out. You will need detailed data on the contributors. If you have more than one, you still need to provide information about each of them. There are six pages in the document, and 2 of them contain explanations for the form and detailed guidance. Start with the first page and move down step by step: Contributor’s information: name, address, contact phone, Zip code, EIN; Information about the payroll, personal and noncash active contributors; Religious or charitable contribution for your organization for over $1,000 a year. Organizations that work with IRS 990 – B Schedule Department of the Treasury Internal Revenue Service; Organizations that receive donations. The IRS IRS Form 990 – B Schedule Resources  https://www.irs.gov/pub/irs-pdf/f990ezb.pdf https://www.irs.gov/forms-pubs/about-schedule-b-form-990-990-ez-or-990-pf
  • Form 990-EZ (2021) Form 990-EZ (2021) Form 990-EZ (2021) ✓ Easily fill out and sign forms ✓ Download blank or editable online
  • Schedule E (Form 990 or 990-EZ) Schedule E (Form 990 or 990-EZ) Schedule E (Form 990 or 990-EZ)
  • Form 990-EZ (2019) Form 990-EZ (2019) What is Form 990-EZ 2019? The 2019 IRS Form 990 EZ is a short form for income tax-exempt organizations. This form is commonly used by eligible organizations to file an annual return with the IRS. Form 990-EZ 2019 is a simplified version of Form 990 and is less detailed than full Form 990. However, it still requires the organization to provide information about its mission, programs, and finances. Form 990-EZ 2019 pdf is the most common form filed by tax-exempt organizations. What is form 990-EZ used for? This form is used to file tax returns for certain types of small exempt organizations. The letter "EZ" in the name means "easy," and that's what IRS is aiming for in creating this form: a shorter, easier way to file for those who don't need to provide extensive information about their finances and activities. How to Fill Out Form 990-EZ? If your organization is eligible to file Form 990-EZ, also known as the "Short Form Return of Organization Exempt From Income Tax," you can use this form to give IRS the information required by law. Once you have gathered all the information you need, you can begin filling out the form. The 2019 IRS Form 990 EZ consists of seven sections: Section 1: Organization Information In this section, you will provide general information about your organization, including name, address, and employer identification number. You also must indicate whether you are filing an amended return and, if so, why. Section 2: Financial Information In this section, you describe your organization's income and expenses. Also, you will indicate your assets and liabilities, as well as your net assets or fund balances. Section 3: Income Statement Here you will outline your organization's total income, including contributions, grants, and other income. You will also report the total expenses incurred in connection with your fundraising activities. Section 4: Statement of Program Service Accomplishments Under this section, you should describe your organization's major activities. You will also describe any other activities you conducted during the year that contributed to your exempt goal. Section 5: List officers, directors, and employees Complete the table and write detailed information about your officers, directors, and key employees. Section 6: Functional Expenses Report In this section, you should report your organization's expenses by function. Expenses should be allocated among the following functions: program, management and general administration, and fundraising. Section 7: Signature Block In this section, you will sign and date the form. The form should be signed by an authorized representative of your organization. Once you have completed all six sections of the printed Form 990-EZ 2019, you can mail it to the address listed on the form. Be sure to keep a copy of the form for your records. How to submit form 990-EZ? After you fill out the form, you can mail or mail it electronically to the IRS.  Who should sign form 990-Ez? The IRS 2019 990 EZ Form should be signed by an authorized officer of the organization.
  • Form 966 - Corporate Dissolution or Liquidation Form 966 - Corporate Dissolution or Liquidation Understanding IRS 966 Form Form 966, also known as the Corporate Dissolution or Liquidation form, is used by corporations to notify the Internal Revenue Service (IRS) of a decision to dissolve or liquidate a corporation. It is a crucial part of a corporation's formal winding-up process, enabling it to settle its tax obligations correctly. Where to File Form 966 Filing Form 966 involves both online and offline methods. Initially, you must download the 966 Form from the IRS website. Ensure to fill it out accurately, as it contains essential information regarding your corporation's decision to dissolve or liquidate. After completing the form, you can file it electronically if your business has the required software that supports the IRS e-file. E-filing is the most efficient and convenient method and is increasingly becoming the standard for many corporations. If e-filing isn't possible, Form 966 can be mailed to the IRS. The specific mailing address depends on the state where your corporation is based. Where to Mail Form 966 The address to mail IRS 966 Form depends largely on the principal location of your business. Form 966 corporate dissolution or liquidation should be mailed to the same address you send your corporate tax return. The IRS website lists addresses categorized according to the corporation location for mailing various forms. Ensure to use the correct address to avoid delays in processing your dissolution. While mailing, use a method that provides proof of delivery, such as registered mail or a courier service. This will offer you evidence that the IRS received the form in case there are any disputes or issues later. How to Fill Out Form 966 Filling out Form 966 can be a bit complex, but with a careful approach, it's manageable. The form requires information like the corporation's name, employer identification number (EIN), date of incorporation, and details about the dissolution or liquidation plan. Part 1 Enter your corporation's information such as the name, EIN, address, and the tax year ending month. Part 2 Specify the type of action (dissolution or liquidation), date of action, and details of the adoption of resolution or plan. If the corporation has shareholders, a majority must consent to this plan. Part 3 Provide information about any tax forms related to the dissolution that the corporation intends to file, such as Form 1120 or 1120S. Part 4 If the corporation has changed its name or address since the last return was filed, indicate this here. Part 5 Complete this section if the corporation has disposed of its assets or stock. Signature An authorized corporate officer must sign and date the form.
  • Form 990-BL Form 990-BL What is a 990-BL Form? The fillable 990-BL form is for the information and initial excise tax return for the black lung benefit trusts and certain individuals related to it. You can download the 990-BL form to get the information on the black lung benefit trusts or meet the basic requirements of the business trust with section 6033 of the Internal Revenue Code. What I need the Form 990-BL for? This form is used for getting the information on whether the black lung benefit trusts meet the requirements stated in the 6033 section of the Internal Revenue Code; In case the taxes are imposed on the trust, it must file not only this form, but Schedule A of the 990-BL form, and initial excise taxes; This blank must be filed by the trustee for the tax exemption under the 501(a) section unless the trust has gross receipts of less than $50,000. How to fill out a 990-BL form? The pdf version of the 990-BL form can be downloaded from this page. You can practice to fill the printed copy or file it online for the first time on the IRS website. This form is free of charge. It has 3 pages and must be completed according to the requirements of the IRS. Use these instructions to complete the form: Start with mentioning the trusted name, calendar year, address, name of the person that files the report; Part 1 is about the expenses and revenue analysis. They are divided into 2 separate blocks for your convenience; Part 2 is about the balance sheets: assets and liabilities and net assets; Put your signature and date under part 2; Part 3 is a questionnaire; Part 4 is hidden from public inspection. It is a statement with respect to the contributors. Organizations that work with 990-BL Form You have to send it to the IRS.

What Is a Fiduciary Income Tax Return?

Let’s start with the definition of fiduciary income tax. It’s the tax you pay on income generated from overseeing an estate or trust (i.e. being the fiduciary of that estate or trust). Now, with regard to the fiduciary tax return, as a trustee of an income-bringing trust or the administrator of a profit-generating estate, you’re going to need to file a return to the corresponding authorities. Here in this category, you’ll find some of the most frequently used IRS fiduciary income tax return forms with brief descriptions and the possibility to fill out those forms online.

When Is a Fiduciary Tax Return Required?

Wondering about the fiduciary tax return due date 2022 in your case? That depends on the specific document. Forms 990, 990-EZ, 990-PF, for example, are due on May 15. This fiduciary tax return due date can be moved to the next business day if it initially falls on weekend or legal holiday. Keep reading to learn more about these and some other popular IRS fiduciary tax return forms. You’re welcome to contact us if you have further questions about those forms. Don’t forget that PDFLiner is your go-to solution when it comes to quality digital document management.

Most Popular US Fiduciary Income Tax Return Forms

If you’re rummaging the net for one of the forms listed below, look no further. In our vast library of templates, we’ve prepared hundreds of niche-specific forms to suit all possible needs. All our templates are free of charge and fully editable. Find the most widely used federal fiduciary tax return forms below.

  1. Form 990-EZ. This is a concise version of Form 990 that functions as the short form return of entities exempt from income tax. These organizations must have gross income less than $200,000 and total assets less than $500,000. When filling out this form, you need to specify the details about your organization, your earnings within this fiscal year, as well as indicate if anything has been changed in your net assets. Because the document is brimming with sensitive information, ensure it’s well-protected.
  2. Form-990 is an information return form that the majority of tax-exempt entities must fill out on a yearly basis. In general, the document features a relatively brief summary of the entity’s activities, leadership, and complete financial background. Maximum accuracy is vital when it comes to completing this form. So, prior to getting the completion process going, you may want to gather all the necessary data in advance.
  3. Form 990-W. This document is utilized for pinpointing the tax-exempt entities’ estimated tax liability associated with their unrelated business income. If you want to keep your books in order, filling out this form is a definite must-do. The form features seven pages, some of which are fillable sections and others are for informational purposes only. Study the instructions provided in the informational sections of the document prior to completing it.
  4. IRS 990 - Schedule B. It is utilized by the nonprofit entities for the purpose of reporting details about the contributors who donated $5,000 or more. Corporations, trusts, partnerships, fiduciaries, and exempt entities are considered as contributors. This form typically features the list of contributors, along with the amount they have donated to the entity. 
  5. Form 990-PF. It’s a document that US private foundations submit to the tax authorities. Featuring 16 sections, the form should contain such details as trustee and officer names, application data, and full grants list. Read the attached instructions and requirements prior to completing the form.

On the whole, these forms are not a cakewalk to deal with. Therefore, if you’re not a tax expert, we recommend that you turn to professional assistance to ensure maximum accuracy and compliance. Our platform provides you with all the necessary tools for successful digital document management. So, if fiduciary income tax return forms are what you specialize in, you’ll enjoy filling out the necessary forms via PDFLiner.

Where to Get Fiduciary Tax Return

Take a browse through our ample catalog of tax forms to find the necessary template. If the file you need is among the most widespread in this particular group of tax forms, feel free to open it right from this category and get the completion going. Alternatively, you can find the needed form on the IRS official website. This method, however, unlike what PDFLiner offers, does not come with the possibility of filling out the form online right here and right now. So, naturally, our service catalog is your best bet. Don’t forget that here, you can add a totally legally-binding signature to your documents. The procedure takes only a few minutes of your time and is as easy as ABC. You’re welcome to find all the necessary tips, instructions, and tutorials here on our website. Enjoy.

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