ESTABLISHED 1919 IRS Form 990-N (e-Postcard) Filing Course

ESTABLISHED 1919

IRS Form 990-N(e-Postcard) Filing Course

Electronic Filing System (e-Postcard)(Publication 5248 (Rev. 3-2018) Catalog Number 68747U Department of the Treasury Internal Revenue Service www.irs.gov)

Publication 5248 (Rev. 3-2018) Catalog Number 68747U Department of the Treasury, Internal Revenue Service www.irs.gov

http://www.irs.gov/

http://www.irs.gov/

ESTABLISHED 1919Overview

• Eliminate Obstacles to Success

• Tips to Achieve Success

• IRS Form 990-N (e-Postcard) User Guide

• Sending the “Accepted Receipt” to the TG

• Summary

19 April 2019 2Publication 5248 (Rev. 3-2018) Catalog Number 68747U

Department of the Treasury, Internal Revenue Service www.irs.gov

http://www.irs.gov/

ESTABLISHED 1919Eliminate Obstacles to SuccessPrepare Yourself to be Successful!

• Obstacle 1: Keep your commander informed and do not procrastinate• The filer can’t complete any task on time if the filer starts mere days before the due date—especially if problems occur. Plan

ahead and file the first day after your Fiscal Year ends!

• Obstacle 2: Have the computer skills needed to file successfully• If the filer doesn't know how to use their computer, e.g., copy, paste, print, and scan, they won’t have the skills needed to

get an "Accepted" IRS Form 990-N receipt to the TG ([email protected])

• Obstacle 3: Ensure You Have the Required Information• Have your Employer Identification Number (EIN), Filer Username and Password and chapter name available before you start

• Obstacle 4: Understand what is needed for each step and what will happen before “clicking” on anything• Read and understand all instructions for each step BEFORE doing anything!

• REMEMBER: • The IRS Form 990-N (e-Postcard) online filing system was ONLY designed for filers to submit IRS Forms 990-N to the IRS.

Once the IRS gets an "Accepted" IRS Form 990-N receipt, their job is done• The IRS does NOT know or care about MOWW P&M Fund Dividend process. Filers reporting to the TG for MOWW Policy

Manual compliance and P&M Fund Dividend eligibility purposes is a separate process internal to MOWW, i.e., of no interest to the IRS

19 April 2019Publication 5248 (Rev. 3-2018) Catalog Number 68747U

Department of the Treasury, Internal Revenue Service www.irs.gov3

mailto:[email protected]

http://www.irs.gov/

ESTABLISHED 1919IRS Form 990-N (e-Postcard) User GuideGetting ready to annually file an e-Postcard with the IRS

• REMINDER• An organization cannot file IS Form 990-N until

after the end of its tax year• The IRS determines the filing year using the

beginning date of the organizations fiscal period

• BEFORE FILING• Close multiple browsers when registering• Do not use a smart phone to register or file your

IRS Form 990-N• Use correct text characters when registering and

filing• Check your spam or junk mail folders• If the suggestions above don’t resolve the issue,

sign out of the filing system (if logged in), close all programs and shut down your computer. Wait a minute, restart your computer and try again. (This step is required before calling the Customer Account Services line (877-829-5500) for technical help)



http://www.irs.gov/

ESTABLISHED 1919IRS Form 990-N (e-Postcard) User Guide How to File Your e-Postcard

• Open the electronic filing page at: • https://www.irs.gov/charities-non-profits/annual-electronic-filing-requirement-for-small-exempt-organizations-form-990-n-e-postcard

• After reviewing the information provided on the IRS Form 990-N webpage, click the “Electronic Filing System” link under the READY TO FILE? header

• First-Time Users: select Create Account• Registration: First-Time Users Only

• Use your personal information when registering• The login ID and password you are creating are for your personal use to file the Organization’s IRS Form 990-N.• With your login ID and password, you may file a IRS Form 990-N for multiple organizations without the need to register for

each organization. The login ID and password belong to you, not the organization for which you are filing

• Returning Users:• Enter Username and select LOG IN• On the next page, enter Password and select Submit• Skip to STEP 5 of the User Guide.

• NOTE: if you did not register with the new system until after Feb 2016, you must register as a First-Time User. (Your user name and password from Urban Institute will not work.)



https://www.irs.gov/charities-non-profits/annual-electronic-filing-requirement-for-small-exempt-organizations-form-990-n-e-postcard

http://www.irs.gov/

ESTABLISHED 1919IRS Form 990-N User Guide | Step 1Let’s Get Started

• Enter your contact information, then select SEND CODE• USE CORRECT TEXT CHARACTERS

WHEN REGISTERING AND FILING

• Ensure that you use only letters, numbers or a hyphen when entering text fields and limit your entries to 35 characters and/or spaces• Note: These character limits do not

apply to password fields—except that you cannot use the caret (^)



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ESTABLISHED 1919IRS Form 990-N User Guide | Step 2Check Your Email

• Enter the confirmation code found in your email, then select CONTINUE

• If you don’t receive an email, check your spam or junk email folder



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ESTABLISHED 1919IRS Form 990-N User Guide | Step 3ACreate Your User Profile

• Chose a USERNAME and PASSWORD on the “Create Your User Portfolio” page

• Username field: ensure that you use only letters, numbers or a hyphen and limit your entries to no more than 35 characters unless otherwise noted

• Periods, slashes and other prohibited characters will cause registration or filing errors.

• These character limits do not apply to password fields• Password field: you may use letters,

numbers and special characters except the caret (^)



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ESTABLISHED 1919IRS Form 990-N User Guide | Step 3BChoose a Site Phrase

• Chose a SITE PHRASE

• This phrase will appear on your login page before you input your password.

• When you see the phrase you created while logging in, you can be assured your not on a scam or fake page

• You may use spaces within the site phrase



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ESTABLISHED 1919IRS Form 990-N User Guide | Step 3CChoose a Site Image

• Choose a SITE IMAGE

• This image will appear on your login page before you input your password.

• When you see your selected image while logging in, you can be assured you’re not on a scam or fake page



http://www.irs.gov/

ESTABLISHED 1919IRS Form 990-N User Guide | Step 3DChoose Challenge Questions

• Choose four (4) challenge questions.

• These questions may appear when you logon using a new computer or location

• When you have selected and answered four questions, select CONTINUE



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ESTABLISHED 1919IRS Form 990-N User Guide | Step 4User Profile Successfully Created

• The “User Profile Successfully Created” page will appear

• Select CONTINUE



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ESTABLISHED 1919IRS Form 990-N User Guide | Step 5Online Security Information

• Select CONTINUE on the “Online Security Information” page



HQ MOWW/CS File: “IRS Form 990-N User Guide Training--v.5--Rev. 3-2018”

http://www.irs.gov/

ESTABLISHED 1919IRS Form 990-N User Guide | Step 6Create an Electronic Form Submission

• Select MANAGE E-POSTCARD PROFILE to create a new IRS Form 990-N electronic filing submission




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ESTABLISHED 1919IRS Form 990-N User Guide | Step 7e-Postcard Profile

• From the drop down show below, select either Exempt Organizationor Preparer in the “User Type” field• Exempt Organization: select if you

are only completing the IRS Form 990-N for your organization

• Preparer: select if you expect to help multiple organizations.• Example: a preparer can be a paid

preparer (such as a CPA), a volunteer or someone aiding exempt organizations. By selecting Preparer, you can use your login to add as many organizations as you wish

• After selecting the user type, select CONTINUE



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ESTABLISHED 1919IRS Form 990-N User Guide | Step 8e-Postcard Profile, continued

• Enter an Employee Identification Number (EIN) for the Organization you’re filing for, then click ADD EIN

• You may also delete EINs already associated with your profile

• To continue, select CREATE NEW FILING



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ESTABLISHED 1919IRS Form 990-N User Guide | Step 9Select EIN

• Select the EIN you wish to file for from the drop down menu

• Once you have selected the EIN, select CONTINUE



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ESTABLISHED 1919IRS Form 990-N User Guide | Step 10Organizational Details

• Complete the “Organization Details” page

• If you don’t understand the request, click the question mark icon for an explanation

• When you have completed each line, select CONTINUE



http://www.irs.gov/

ESTABLISHED 1919IRS Form 990-N User Guide | Step 11Contact Information

• Complete the “Contact Information” page.

• If you don’t understand the request, click the question mark icon for an explanation

• When you have completed each line, select one of the following:• SAVE FILING: Select if you are missing any

requested information. This will allow you to return to complete it later

• SUBMIT FILING: Select when you are sure all required information has been input

• NOTE WHEN REGISTERING OR FILING• Text fields cannot exceed 35 characters and must

contain only numeric, alpha or hyphen characters unless noted otherwise.

• Periods, slashes, etc., will cause registration or filing errors

• Also, enter website addressees using www., NOT “http://www.”



http://www./

http://www.irs.gov/

ESTABLISHED 1919IRS Form 990-N User Guide | Step 12Confirmation

• The filing CONFIRMATION will display the filing status as “Pending.”

• Two actions are needed:• First, click on the word Print in the

Note at the bottom paragraph to print a copy of your filing for your records because once you leave the page (i.e., Step 12) you won’t be able to print a copy of your filing

• Second, select MANAGE FORM 990-N SUBMISSIONS to submit your IRS Form 990-N filing to the IRS



http://www.irs.gov/

ESTABLISHED 1919IRS Form 990-N User Guide | Step 13Managing Form 990-N Submissions

• On the “Manage Form 990-N Submission” page, your submission will show the status of “Pending”• After seven (7) minutes, refresh the page (F5 key for Windows; Command-R

for Mac) and the GET UPDATED STATUS button will be visible

• The status will change from pending to accepted or rejected

• If your submission was rejected, select the submission ID hyperlink for additional details

• After the status is updated, the only valid status are “Accepted” or “Rejected.” If your status displays any other text (like “submitted” or “MeF failed”), contact Customer Account Services at 877-829-5500



http://www.irs.gov/

ESTABLISHED 1919Sending the “Accepted” Receipt to the TG

• Steps• Select the image, then right-click and copy

• Then bring up a blank Microsoft (MS) Word document, right-click and paste the image onto a blank MS Word document (page)

• Save the document containing the "Accepted" receipt image and information• Click “File” and then “Share.” Select PDF, which will turn it into an email attachment

• In the email, type [email protected] in the “To:” address line. Then type your region, department and chapter commanders email addresses in the “Cc:” address line

• In the body of the email, type your chapter’s name and then click “SEND”

• Task complete!




mailto:[email protected]

http://www.irs.gov/

ESTABLISHED 1919IRS Fm 990-N User GuideAdditional Information

19 April 2019 23

• Annual Electronic Filing Requirements for Small Exempt Organizations – IRS Form 990-N (e-Postcard):• https://www.irs.gov/charities-non-profits/annual-electronic-filing-

requirement-for-small-exempt-organizations-form-990-n-e-postcard

• IRS Form 990-N “Frequently asked questions and answers”• https://www.irs.gov/charities-non-profits/annual-electronic-notice-form-990-

n-frequently-asked-questions-and-answers

Publication 5248 (Rev. 3-2018) Catalog Number 68747U Department of the Treasury, Internal Revenue Service www.irs.gov

https://www.irs.gov/charities-non-profits/annual-electronic-filing-requirement-for-small-exempt-organizations-form-990-n-e-postcard

https://www.irs.gov/charities-non-profits/annual-electronic-notice-form-990-n-frequently-asked-questions-and-answers

http://www.irs.gov/

ESTABLISHED 1919



THE END


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ESTABLISHED 1919 IRS Form 990-N (e-Postcard) Filing Course

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