What should be mentioned in the schedule that is attached while filling out the investments?
208 views |Last modified 12/30/2024 11:12:10 PM EST |

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

The schedule should list each security held by the organization at the end of the year and show whether the security is listed at cost or end-of-year market value. The amount shown on savings and temporary cash investments should not be listed.

Was this helpful? Yes No

Tax990 Support

Need more help?

Get in touch with our dedicated support team Contact Us