What information can I copy from the previous year's 990-EZ return?
68 views | Last modified 4/11/2024 4:50:55 AM EST |

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

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

Header:

Item A - Calendar year.
Item F - Group Exemption Number.
Item G - Accounting Method.
Item J- Tax-exempt status.
Item K - Form of organization.

Part I:

Line 19 - Net assets or fund balances at the beginning of year.

Part II: 

Line 22 Col A - Cash, savings, and investments for beginning of the year.
Line 23 Col A - Land and buildings for beginning of the year.
Line 24 Col A - Other assets for beginning of the year.
Line 26 Col A - Total liabilities for beginning of the year.

Part III: Statement of Program Service Accomplishments

Signature: Name and Title.

Part V: Other Information

Line 41 - List the states with which a copy of this return is filed.
Line 42a - Books are in care of details.
 

Was this helpful? Yes No

Tax990 Support

Need more help?

Get in touch with our dedicated support team Contact Us