What is investment income, and how must it be reported in Form 990-EZ?

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 its investment income.

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

Reporting Investment Income 

• If you choose Interview-based Filing

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

• If you choose Form-based Filing.

Navigate to Part I, Line 4 of the Revenue section. Enter the organization’s investment income earned for the current tax year.