Tax990 Knowledge Base

How to file 3468 with Tax990?

You can file Form 3468 if you're required to report investment credits while filing Form 3800, the supporting document for Form 990-T.

With Tax990, you can conveniently file all the necessary forms in one place. Here’s how:

Step 1: Log in to Tax990, select your organization and tax year, and start filing Form 990-PF.

Step 2: You’ll be required to attach Form 3800 under either of the following conditions:

• If you are filing Form 990-T, only to report the elective payment amount from Form 3800.

• If you need to report the general business credit on Part III, Line C of Form 990-T.

Step 3: In Form 3800, You can attach Form 3468 wherever required by selecting the required part.

Step 4: Click ‘Complete Form 3468’ and fill out the form.

Step 5: Once done, click ‘Add’ to include Form 3468 in your Form 3800.