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Form 8050: Direct Deposit of Tax Exempt or Government Entity Tax Refund
IRS Form 8050 is used to request that the IRS deposit a tax refund directly into an account for a Tax Exempt or Government Entity filer. The form must be attached to Form 990-PF, 990-T, 1120-POL, or 4720.
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IRS Form 8050 - Direct Deposit of Tax Exempt or Government Entity Tax Refund
IRS Form 8050 is used to request that the IRS deposit a tax refund directly into an account for a Tax Exempt or Government Entity filer. The form must be attached to Form 990-PF, 990-T, 1120-POL, or 4720.
Risk Radar
Scan points- 1Ensure Line 1 routing number is nine digits and starts with 01-12 or 21-32.
- 2Entering an invalid routing number on Line 1 (must be nine digits).
- 3Omitting hyphens when entering the Account number on Line 2.
- 4Using spaces or special symbols within the Account number entry.
- 5Filing Form 8050 without attaching it to the correct return form.
Plain English
This form tells the Internal Revenue Service (IRS) how and where to send a tax refund directly into a bank account. It allows filers to get their money faster and securely without waiting for paper checks. The IRS uses this information when processing refunds, even if the amount is $1 million or more.
Submission Date
- Filing date: 2025-11-12 12:10:05
- Preparation window: collect IDs, supporting records, and signatures in advance.
- Final review: verify names, dates, and required fields before submission.
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What this form is for
- Use this form when requesting that the IRS deposit a tax refund directly into an account at any U.S. bank or other financial institution, including refunds of $1 million or more.
- Do not use Form 8050 when the receiving financial institution is a foreign bank or a foreign branch of a U.S. bank, or when the filer has applied for an EIN but files before receiving one.
- Check Forms 990-PF, 990-T, 1120-POL, or 4720 instead when filing the primary tax return that requires this direct deposit request.
Form selector
Use this form or another form?
Filer is a Government Entity
The form must be attached to the entity's main tax return (990-PF, 990-T, 1120-POL, or 4720).
✓ Confirm attachment before mailing.
Filer is a Tax Exempt Organization
This form requests direct deposit of the refund and must accompany the organization's filing (e.g., 990-PF).
✓ Ensure the correct primary return number matches.
Filer has an EIN but hasn't received it yet
The filer cannot request a direct deposit if they are in this status, so Form 8050 is ineligible.
✓ Verify eligibility based on your EIN application status.
Not stated in the official source — verify on the agency site
Deadline or filing window
Form 8050 must be attached to the filer’s Form 990-PF, 990-T, 1120-POL, or 4720. The source does not specify a deadline relative to a filing date, but it governs the refund process for amounts of $1 million or more. No extension period is stated in the official excerpt.
Checklist
What you need before filling it out
Routing number
Nine digits provided by financial institution · Line 1
Account number
Number from left to right, including hyphens (omitting spaces/symbols) · Line 2
Type of account
Checking, Savings, or General (one box checked) · Box selection area
Filer Name & ID
Name as shown on tax return; EIN or SSN provided · Top section
Attachment requirement
Must attach Form 8050 to Form 990-PF, 990-T, 1120-POL, or 4720 · Top section reference
Routing number validity
First two digits must be between 01 and 12 or 21 through 32 · Line 1 details
Before you submit
- 1Verify the Name of filer matches exactly as shown on the tax return.
- 2Confirm an EIN or SSN is provided for identification.
- 3Ensure Line 1 contains a nine-digit Routing number where the first two digits are between 01–12 or 21–32.
- 4Verify Line 2 contains the Account number, entered left to right with hyphens but no spaces/symbols.
- 5Check only one box under Type of account (Checking, Savings, or General).
- 6Confirm Form 8050 is attached to the filer’s primary tax return (990-PF, 990-T, 1120-POL, or 4720).
- 7Ensure the financial institution accepting the deposit is not a foreign bank/branch.
How to file this form
- 1Enter the filer’s Name and provide the EIN or SSN in the designated top section.
- 2On Line 1, enter the financial institution’s nine-digit Routing number, verifying it will accept direct deposits.
- 3On Line 2, enter the filer’s Account number from left to right, including hyphens but omitting spaces and special symbols.
- 4Check one box under Type of account (Checking, Savings, or General).
- 5Attach Form 8050 to the appropriate filer tax return: Form 990-PF, 990-T, 1120-POL, or 4720.
- 6Submit the completed and attached forms to request the direct deposit of the tax refund.
Known limitations
- 1A filer cannot request a direct deposit if the receiving financial institution is a foreign bank or a foreign branch of a U.S. bank.
- 2A filer cannot request a direct deposit if it has applied for an employer identification number but is filing its tax return before receiving one.
- 3The form must be attached to Form 990-PF, 990-T, 1120-POL, or 4720; the filer cannot file Form 8050 alone.
- 4The request applies to a tax refund, including refunds of $1 million or more.
Field map
Compact field-by-field guide
General Info
2 items
Full legal name and taxpayer identification number (SSN or EIN).
Current mailing address.
Details
2 items
Complete all applicable sections of this form according to the official IRS instructions.
Enter the relevant dollar amount if this form involves tax calculation.
Certification
1 items
Read and acknowledge any certifications required by this form.
Signatures
1 items
Sign and date. Unsigned forms cannot be processed.
Almost done reviewing the fields?
Fillable formOpen in Editor->The current edition is Revision December 2025, and filers should visit www.irs.gov/Form8050 for the latest information regarding developments related to Form 8050.
What changed or needs a fresh check
- Edition date — confirm the revision date reads December 2025.
- Fee — Not stated in the official source — verify on the agency site.
- Mailing address — Send comments to Internal Revenue Service, Tax Forms and Publications, 1111 Constitution Ave. NW, IR-6526, Washington, DC 20224.
- Signature — The form requires a Name of filer (as shown on tax return) but does not explicitly state where the signature must be placed.
Quick Facts
Downloads
After you file
- 1Retain books or records relating to Form 8050 and its instructions as long as the contents may become material in the administration of any Internal Revenue law.
- 2Generally, tax returns and return information are confidential, as required by Internal Revenue Code section 6103.
- 3The time needed to complete and file this form varies depending on individual circumstances.
- 4Send comments or suggestions regarding Form 8050 through www.irs.gov/FormComments or write to the IRS at 1111 Constitution Ave. NW, IR-6526, Washington, DC 20224.
Sources
- SRCInstructions p.1 — The purpose of Form 8050 is to request that the IRS deposit a tax refund directly into an account at any U.S. bank or other financial institution.
- SRCInstructions p.1 — Only filers requesting a direct deposit refund with its original Form 990-PF, 990-T, 1120-POL, or 4720 may file Form 8050.
- SRCInstructions p.1 — For Line 1 (Routing number), it must be nine digits, and the first two digits must be between 01 and 12 or 21 through 32.
- SRCInstructions p.1 — For Line 2 (Account number), one must enter the number from left to right while including hyphens but omitting spaces and special symbols.
- SRCInstructions p.1 — The form requires the Name of filer (as shown on tax return) and an EIN or SSN, with a phone number being optional.
- SRCInstructions p.1 — Form 8050 must be attached to Form 990-PF, 990-T, 1120-POL, or 4720.
Common confusion points
What should I use for Line 1 (Routing number)?
The routing number must be nine digits and its first two digits must be between 01 and 12 or 21 through 32.
→ Verify the institution will accept a direct deposit.
Can I just type in my account number on Line 2?
Yes, but you must include hyphens and omit spaces and special symbols when entering it.
→ Ensure all unused boxes are left blank while entering from left to right.
Does the routing number have to be from the bank where the account is held?
Not necessarily; if accounts payable go through a different financial institution, check with that institution for the correct routing number.
→ Do not use a deposit slip to verify the routing number.
What happens if I don't know my filer's name or EIN/SSN?
The Name of Filer must match what is shown on the tax return, and an EIN or SSN must be provided (phone number is optional).
→ Confirm the name exactly matches the tax return documentation.
Which form does Form 8050 attach to?
It attaches to Form 990-PF, Form 990-T, Form 1120-POL, or Form 4720.
→ Ensure you are using the correct primary tax return for your entity type.
What is the purpose of filing this form?
To request that the IRS deposit a tax refund directly into an account at a U.S. bank or other financial institution.
→ Confirm the refund amount meets the criteria, especially if it is $1 million or more.
Workflow map
Related forms and next steps
Before
Current
After
Often used with
⚠ If something goes wrong
- Go to www.irs.gov/Form8050 for the latest information about developments related to this form.
Questions about IRS Form 8050
What is IRS Form 8050 used for?
This form tells the Internal Revenue Service (IRS) how and where to send a tax refund directly into a bank account. It allows filers to get their money faster and securely without waiting for paper checks. The IRS uses this information when processing refunds, even if the amount is $1 million or more.
Who must file IRS Form 8050?
Only a filer requesting a direct deposit refund with its original Form 990-PF, 990-T, 1120-POL, or 4720 may file Form 8050. A filer is ineligible if the receiving institution is foreign or if they filed before receiving an Employer Identification Number (EIN).
What information does IRS Form 8050 require?
The form collects the Name of filer and their EIN or SSN on the first page. Specific details include the nine-digit Routing number, the Account number, and the Type of account being used.
When is IRS Form 8050 due?
The source does not state a specific filing deadline for Form 8050 itself. However, it must be attached to the filer’s corresponding tax return (Form 990-PF, 990-T, 1120-POL, or 4720).
Where do I file IRS Form 8050?
The form is filed by attaching it directly to the filer's Form 990-PF, 990-T, 1120-POL, or 4720. Comments and suggestions regarding the publication can be sent to Tax Forms and Publications at 1111 Constitution Ave. NW, IR-6526, Washington, DC 20224.
How do I complete IRS Form 8050?
First, enter the financial institution’s routing number (Line 1) and confirm the bank accepts deposits. Next, enter the filer’s account number (Line 2), ensuring hyphens are included but spaces/symbols are omitted. The filer must attach this completed Form 8050 to their main tax return.
What happens if IRS Form 8050 is filed incorrectly?
The time needed to complete and file Form 8050 varies depending on individual circumstances. Not providing the required information means the IRS will process the refund using standard methods, which may be slower than a direct deposit.
What should I use for Line 1 (Routing number)?
The routing number must be nine digits and its first two digits must be between 01 and 12 or 21 through 32. Verify the institution will accept a direct deposit.
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