IRS Annual Notice Electronic Filing Instructions

Below are the directions for filing the 990-N or you may download the directions in a pdf here.

Local CTAs earning less than $25,000 per year are now required to annually file the IRS form 990-N (see e-Postcard below). This must be done by Nov. 15 each year. This online process takes only a few minutes. This must be done online, as no paper form exists.

If your local CTA earns more than $25,000 per year, please contact Gail Willis McCray at MSTA at 800-392-0532 for assistance in filing the appropriate form.

To file your e-postcard you will need the following:

• Your Employer Identification Number (EIN), also known as a Taxpayer Identification Number (TIN). This number is issued by the federal government and is kind of like a Social Security number for a business. It should be for your local CTA, not the school district or any other organization. If you do not have an EIN click here.
• Your tax year, which is July 1, 2009 to June 30, 2010.
• The legal name and mailing address for your CTA. This should be the name in your bylaws or constitution and should mirror the name on your CTA's banking account.
• Any other names the CTA uses.
• Name and address of a principal officer.
• Your Web site address (if applicable).
• You should have confirmed that your CTA's annual gross receipts are normally $25,000 or less.

To file your 990N e-postcard:

• Go to https://epostcard.form990.org. You will go to a website that is maintained by the Urban Institute and is not on the IRS website.

Click on "Step 1" to begin the process. If you successfully completed the process last year, click on "Step 2."

Click the "Next" button.

Leave the Login ID Type on "Exempt Organization"
Enter your EIN
Click "Next"

EIN not located? Click here for additional instructions.

 

Enter a password (it is not possible to retrieve your lost password, so keep it in a secure place; you will need it each year).
Click "Next"

An email will be sent to you from epostcard@urban.org, please check your email filters to see that you receive the email.

Close your web browser and wait for your activation email.

Click the link in the email to activate your Login ID and complete your filing.

Enter your password.
Click "Next"

Click "Create your Form 990-N (e-Postcard) Now" button.

Enter tax year "July 1, 2009 to June 30, 2010"
Complete remainder of page
Click on "Next Page"

Complete top of page 2. If acceptable to receive mail at your school district you may want to enter that address as your mailing address.

Complete bottom of page 2.
Click "Submit Filing to IRS" button.

This completes the filing process. Your filing has been sent to the IRS. You will be sent an email notifying you of the results of the transmission. Normally, it should take about ten to fifteen minutes before you receive your email.

Click on "Go To Filing Status Page" so you can check on the status as well as download a paper copy for your records.

Keep a copy of this receipt with your important CTA papers.