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Form 8050: Direct Deposit of Tax Exempt or Government Entity Tax Refund
Internal Revenue Service Form 8050 is used to request that the IRS deposit a tax‑exempt or government entity refund— even a refund of $1 million or more—directly into a U.S. bank account. Only filers attaching it to Form 990‑PF, 990‑T, 1120‑POL, or 4720 may use it.
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IRS Form 8050 - Direct Deposit of Tax Exempt or Government Entity Tax Refund
Internal Revenue Service Form 8050 is used to request that the IRS deposit a tax‑exempt or government entity refund— even a refund of $1 million or more—directly into a U.S. bank account. Only filers attaching it to Form 990‑PF, 990‑T, 1120‑POL, or 4720 may use it.
Risk Radar
Scan points- 1Using a foreign bank’s routing number invalidates the request.
- 2Entering a routing number whose first two digits are not between 01‑12 or 21‑32, which the form requires.
- 3Including spaces, letters, or special symbols in the account number instead of only hyphens.
- 4Leaving the account‑type box unchecked, although one box must be checked.
- 5Attaching Form 8050 to a return other than Form 990‑PF, 990‑T, 1120‑POL, or 4720.
Plain English
Form 8050 tells the IRS to send a tax‑exempt or government entity refund straight to a bank account you choose. You provide the bank’s routing and your account number, select checking, savings, or general, and attach the form to your return.
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 a direct deposit of a tax‑exempt or government entity refund (including $1 million or more) and attaching it to the original Form 990‑PF, 990‑T, 1120‑POL, or 4720.
- Do not use it when the receiving financial institution is a foreign bank or foreign branch of a U.S. bank, or when filing a return before receiving an employer identification number.
- Check Form 990-PF instead when filing a private foundation return that includes a refund request.
Form selector
Use this form or another form?
Private foundation filing Form 990-PF and wants a refund via direct deposit
Direct deposit request must be attached to this return
✓ Verify Form 8050 is attached and routing details are correct
Exempt organization filing Form 990-T with unrelated business income refund
Refund request must accompany this return
✓ Confirm Form 8050 includes correct account information
Political organization filing Form 4720 and seeking a refund
Direct deposit request must be included with this return
✓ Ensure the bank is a U.S. institution and routing number follows required format
Deadline or filing window
Not stated in the official source.
Checklist
What you need before filling it out
Name of filer
Tax return · Form 990-PF, 990-T, 1120-POL, or 4720
EIN or SSN
Employer identification number or Social Security number · Tax return identification section
Routing number
Nine‑digit bank routing number · Bank check or statement
Account number
Account number with hyphens · Bank check or statement
Type of account
Indication of checking or savings · Bank account documentation
Before you submit
- 1Enter the nine‑digit routing number on line 1 and verify the first two digits are between 01‑12 or 21‑32.
- 2Enter the account number on line 2, include hyphens and leave unused boxes blank.
- 3Check the box that matches the account type (checking or savings).
- 4Confirm the name of filer matches the name on the original tax return.
- 5Enter the correct EIN or SSN as shown on the tax return.
- 6Attach the completed Form 8050 to the original Form 990‑PF, 990‑T, 1120‑POL, or 4720.
- 7Retain a copy of the combined package for your records.
How to file this form
- 1Enter the routing number on line 1 of Form 8050, ensuring nine digits and correct first‑two‑digit range.
- 2Enter the account number on line 2, preserving hyphens and omitting spaces.
- 3Select the appropriate account type box (checking or savings).
- 4Attach Form 8050 to the original Form 990‑PF, 990‑T, 1120‑POL, or 4720.
- 5Mail the assembled return to the filing address indicated on the original return.
- 6Keep a copy of the mailed package as proof of filing.
Known limitations
- 1Cannot be used if the receiving financial institution is a foreign bank or foreign branch of a U.S. bank.
- 2Ineligible when filing a return before receiving an employer identification number.
- 3Applicable only to tax‑exempt or government entity refunds, not to other taxpayer categories.
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->Form 8050 is revised December 2025; the form directs users to www.irs.gov/Form8050 for the latest information.
What changed or needs a fresh check
- Edition date — confirm revision reads December 2025
- Fee — Not stated in the official source
- Mailing address — Not stated in the official source
- Signature — Not stated in the official source
Quick Facts
Downloads
After you file
- 1Store the copy of the filed return and Form 8050 for at least as long as the records may become material.
- 2Monitor the designated bank account for the direct deposit of the refund.
- 3If the refund does not appear within the expected timeframe, contact the IRS using the address on the form.
- 4Correct any errors by filing an amended Form 8050 attached to a corrected return.
- 5Retain any IRS correspondence related to the deposit for future reference.
Sources
- SRCForm p.1 — revision date is December 2025.
- SRCForm p.1 — purpose is to request a direct deposit of a tax refund (including $1 million or more).
- SRCForm p.1 — eligible filers are those attaching to Form 990-PF, 990-T, 1120-POL, or 4720.
- SRCForm p.1 — ineligible if the receiving financial institution is a foreign bank or foreign branch of a U.S. bank.
- SRCForm p.1 — ineligible if filing before receiving an employer identification number.
- SRCForm p.1 — routing number must be nine digits; first two digits must be between 01 and 12 or 21 through 32.
- SRCForm p.1 — account number must include hyphens but omit spaces and special symbols.
- SRCForm p.1 — OMB No. 1545-0047 is displayed on the form.
Common confusion points
Can I use a foreign bank for the direct deposit?
Form 8050 lists foreign banks as ineligible.
→ Verify the bank is a U.S. financial institution.
Is the phone number required?
The phone number field is marked optional.
→ Leave the field blank if you do not wish to provide a number.
Should I include spaces in the account number?
Instructions say to include hyphens but omit spaces and special symbols.
→ Enter the account number with hyphens only.
What if my routing number’s first two digits are 13?
Allowed ranges are 01‑12 or 21‑32.
→ Confirm the first two digits fall within the permitted ranges.
Do I need to sign Form 8050?
Signature requirement is not mentioned in the source.
→ Check the form for a signature line; if none, no signature is needed.
Can I attach Form 8050 to a different tax return?
Only Form 990‑PF, 990‑T, 1120‑POL, or 4720 are permitted.
→ Ensure the attached return is one of those four forms.
Workflow map
Related forms and next steps
Before
Current
After
Often used with
⚠ If something goes wrong
- Form 990-PF — file an amended return to correct deposit information.
Questions about IRS Form 8050
What is IRS Form 8050 used for?
Form 8050 tells the IRS to send a tax‑exempt or government entity refund straight to a bank account you choose. You provide the bank’s routing and your account number, select checking, savings, or general, and attach the form to your return.
Who must file IRS Form 8050?
Only a tax‑exempt organization or government entity filing Form 990‑PF, 990‑T, 1120‑POL, or 4720 may file Form 8050.
What information does IRS Form 8050 require?
The form collects the filer’s name, EIN or SSN, optional phone number, the nine‑digit routing number, the account number with hyphens, and the type of account (checking, savings, or general).
How do I complete IRS Form 8050?
Attach Form 8050 to the completed Form 990‑PF, 990‑T, 1120‑POL, or 4720. On Line 1, enter the bank’s nine‑digit routing number, ensuring the first two digits are between 01‑12 or 21‑32. On Line 2, write the account number with hyphens and no spaces or symbols, leaving any unused boxes blank. Check the appropriate box for checking, savings, or general account type, and include the filer’s name, EIN or SSN, and optional phone number.
Can I use a foreign bank for the direct deposit?
Form 8050 lists foreign banks as ineligible. Verify the bank is a U.S. financial institution.
Is the phone number required?
The phone number field is marked optional. Leave the field blank if you do not wish to provide a number.
Should I include spaces in the account number?
Instructions say to include hyphens but omit spaces and special symbols. Enter the account number with hyphens only.
What if my routing number’s first two digits are 13?
Allowed ranges are 01‑12 or 21‑32. Confirm the first two digits fall within the permitted ranges.
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