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