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990 Preparation Checklists The following checklist is intended to help you prepare for Form 990. If you have any questions about this checklist or the form, please contact your REA advisor or Marybeth

How to fill out 990 preparation checklist

How to fill out a 990 preparation checklist:

1. Begin by gathering all the necessary financial documents, such as income statements, balance sheets, and receipts.
2. Review the checklist thoroughly to understand the specific requirements and sections that need to be filled out.
3. Start filling out the checklist section by section, ensuring that all necessary information is included and accurate.
4. Pay close attention to any specific instructions or guidelines provided in the checklist to avoid any errors or omissions.
5. Double-check all the calculations and figures to ensure accuracy.
6. If you encounter any sections that you are unsure about or need assistance with, consult with a tax professional or accountant for guidance.
7. Complete all the required sections of the checklist before moving on to the next one.
8. After filling out the entire checklist, review it once again to make sure nothing has been missed or overlooked.
9. Sign and date the checklist to confirm its accuracy and completeness.
10. Keep a copy of the completed checklist for your records.

Who needs a 990 preparation checklist?

1. Nonprofit organizations: Nonprofit organizations that are exempt from federal income tax under section 501(c)(3) of the Internal Revenue Code are generally required to file Form 990. They would need a 990 preparation checklist to ensure that all the necessary information is gathered and correctly reported.
2. Accountants or tax professionals: Professionals responsible for preparing Form 990 on behalf of nonprofit organizations would also benefit from using a 990 preparation checklist. It helps them stay organized, ensures they don't miss any crucial details, and allows for more efficient and accurate preparation of the form.
3. Board members or financial managers: Individuals involved in the financial management of nonprofit organizations may use a 990 preparation checklist to assist in gathering the required information and ensuring compliance with federal tax regulations.
4. Government agencies: Government agencies that oversee nonprofit organizations rely on Form 990 to assess their financial health, transparency, and compliance. A 990 preparation checklist can help them understand the required information and ensure accuracy in the filed forms.

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