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Exempt Organization Tax Extension Form 8868 Due Date

Let us check out the Form 8868/990-N Extension due dates/deadline for all the Tax Exempt Organizations along with their IRS return codes.

Return Code Form Due Date to File Form 8868 Extension Description

1

Form 990-N or Form 990-EZ

15th day of 5th Month after the completion of the organization’s accounting period or from the date of liquidation or dissolution or termination.

Tax Exempt Organizations, Non-Exempt Charitable Trusts use Form 990-N and Form 990-EZ, to give the IRS with the information needed by Section 6033.

2

Form 990-BL

This form includes Schedule A (Form 990-BL) if the tax is due and should be filed before 15th day of the 5th Month followed by the close of the tax filer's tax year.

Black Lung Benefit Trusts uses this Form to meet the reporting requirements under Section 6033.

3

Form 4720 (Individual)

File this Form by 15th day of the 5th Month after the completion of the organization's accounting period.

 

4

Form 990-PF

File this Form by 15th day of the 5th Month followed by the end of the organization's accounting period.

This Form is used to calculate the tax depending on the investment income and to report the charitable distributions and activities.

5

Form 990-T (Section 401(a) or 408(a) Trust)

File this Form by 15th day of the 4th Month after the completion of the trust. Here, the trust of the employee is defined under the Section of 401 (a), an IRA (including SEPs and SIMPLEs), a Coverdell ESA, Roth IRA or an Archer MSA.

This Form is an Exempt Organization Business Income Tax Return.

6

Form 990-T (Trusts other than the above)

File this Form by 15th day of the 4th Month after the completion of the trust. Here the trust of the employee is defined under the Section of 401 (a), an IRA (including SEPs and SIMPLEs), a Coverdell ESA, Roth IRA or an Archer MSA.

An automatic 6-Month extension is requested by the trusts to file their annual tax return through Form 8868 to the IRS.

7

Form 990-T (corporation)

File this Form by 15th day of the 5th Month after the completion of the organization's accounting period

Organization Return Corporations request an automatic 6- Month extension to file the Form 990-T by using Form 8868.

8

Form 1041-A

File this Form 1041-A by the due date of April 18 followed by the end of the organization's calendar year.

This form is used to report the charitable information that is required by the Section 6034 and other related regulations.

9

Form 4720

File this Form by 15th day of the 5th Month after the completion of the organization's accounting period.

Return of certain excise taxes under the Internal Revenue Code chapters 41 and 42.

10

Form 5227

File this Form by April 18 for calendar year.

This form reports the financial activities of a split-interest trust and determines whether the trust is treated as a private foundation. This is subject to excise taxes.

11

Form 6069

File this Form by 15th day of the 5th Month after the completion of the organization's accounting period.

This form determines the amount of excise tax imposed under the Section 4953 for contributions, which are more than the maximum allowable deduction.

12

Form 8870

File this Form by 15th of 5th Month after the completion of the tax year.

Certain charitable organizations or charitable remainder trusts use this form to report premiums paid on certain life insurance, endowment contracts and annuity.

If the due date/deadline comes on a Saturday, Sunday, or public holidays, need to E-file on the next business day.