What information can I copy from the previous year's 990-PF return?
324 views | Last modified 9/7/2023 9:15:34 AM EST |

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

If you have a previously filed Form 990-PF with Tax990, you can copy certain information from that return to your current year's return. This includes the following:


Tax year.
Item H - Check type of organization.
Item J - Accounting method.

Part II: Balance Sheets:

Line 1-22 - Assets and Liabilities.
Line 24 to 28 - Net Assets or Fund Balances

Part VI-A: Statements Regarding Activities:

Line 14 - The books are in care of.

Part XII: Undistributed Income:

Line 2a: Undistributed income for previous year.
Line 3a-3e: Excess distributions carryover, if any for previous tax years.

Signature: Name and Title:

Was this helpful? Yes No

Couldn't find what you
are looking for?

Contact Us

(704) 839-2321 [email protected]