What is investment income, and how must it be reported in Form 990-EZ?
1.6k views |Last modified 12/31/2024 6:26:44 AM EST |

Applicable To
990-PF 990-N 990-EZ 990 8868 1120-POL

Income earned in the form of interest payments, dividends, and capital gains through the sales of securities or assets is generally known as Investment income.

While filing Form 990-EZ with the IRS, the organization must provide the following information regarding their investment income.

  • Interest on savings and temporary cash investments
  • Dividends and interest from securities
  • Gross rents
  • Other Investment income

Reporting Investment Income with Tax 990’s Interview-based Filing

Under the revenue section, select 'Start' next to the investment income and answer the related questions.
 


 

Reporting Investment Income with Tax 990’s Form-based Filing.

To report Investment Income with Tax 990’s form-based filing style, please go to Part I, Line 4 of the Revenue section. Here, enter the organization’s investment income earned for the current tax year.
 


 

To know how to report your organization's Investment Income in Form 990, click here.

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