Tax990 Knowledge Base

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

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:

Header:

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

Schedules 
990 Schedule B - Schedule of Contributors