Tax990 Knowledge Base

What information can I copy from the previous year's 990 return?

If you have previously filed your Form 990 with Tax990, you can copy certain information from that return to your current year's return, including:

Header:

Item A - Tax Period.
Item H(c) - Group Exemption Number.
Item I - Tax-Exempt Status.
Item J - Website.
Item K - Form of Organization.
Item L - Year of Formation.
Item M - State of legal domicile.

Part I: Summary:

Part I Col A, Line 8-19 - Prior year revenue and expenses.
Part I Col A, Line 22 - Net assets or fund balances.

Part II: Signature Block:

Signature Name and Title.

Part VI: Governance, Management, and Disclosure:

Line 17 - List the states with which a copy of this Form 990 is required to be filed.
Line 20 - State the name, address, and telephone number of the person who possesses the organization’s books and records.

Part X: Balance Sheet:

Line 1-15 Col A - Assets.
Line 17-25 Col A - Liabilities.
Line 27, 28 Col A - Net assets with/without donor restrictions.
Line 29-31 Col A - Fund Balances.

Schedules:

Schedule A - Public Charity Status and Public Support.
Schedule B - Schedule of Contributors.