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 |
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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