Get the free Schedule A (Form 990 or 990-EZ)

This form must be completed by organizations exempt under Section 501(c)(3) and attached to their Form 990 or 990-EZ. It includes details on compensation of top employees, independent contractors,

How to fill out schedule a form 990

How to fill out Schedule A (Form 990 or 990-EZ)

1. Obtain Schedule A from the IRS website or your tax preparation software.
2. Fill out the identifying information at the top of the form, including your organization's name, address, and Employer Identification Number (EIN).
3. Indicate the type of organization you are (public charity, private foundation, etc.) in the appropriate sections.
4. Complete Part I by providing details about your organization’s public support and revenue.
5. For Part II, list qualifying contributions received by your organization and ensure proper documentation is attached.
6. Fill out Part III to calculate the percentage of total support that is public support.
7. Complete Part IV if your organization is classified as a supporting organization.
8. Review the instructions for any applicable exceptions or specific requirements for your organization type.
9. Ensure that all entries are accurate and complete to prevent rejections or inquiries from the IRS.
10. Attach Schedule A to your Form 990 or Form 990-EZ and file by the deadline.

Who needs Schedule A (Form 990 or 990-EZ)?

1. Organizations classified as tax-exempt under section 501(c)(3) of the Internal Revenue Code that must report their public support and revenue.
2. Public charities that are required to demonstrate their public support to maintain their tax-exempt status.
3. Certain private foundations that are treated as publicly supported charities.

People Also Ask about

Can you switch from 990 to 990 EZ?

Because of the great differences between Forms 990 and 990-EZ, TaxSlayer Pro cannot change one to the other. If you have created one and wish to or need to switch to the other, you will need to delete the return and restart it using the correct form.

Who fills out Form 990 EZ?

The 990 EZ Form is for small- to medium-sized organizations that have gross receipts of less than $200,000 and less than $500,000 in total assets at the end of the year. This includes: Tax-exempt organizations.

Can I file 990 EZ directly with the IRS?

For tax years ending before July 31, 2021, the IRS will accept either paper or electronic filing of Form 990-EZ, Short Form Return of Organization Exempt from Income Tax. For tax years ending July 31, 2021, and later, Forms 990-EZ must be filed electronically.

Do I file 990 or 990 EZ?

Filing Requirements Form 990 is for tax-exempt organizations with gross receipts of $200,000 or more (or) total assets of $500,000 or more, whereas Form 990-EZ is for organizations with gross receipts less than $200,000 (and) total assets less than $500,000.

Should I file Form 990 or 990 EZ?

Only those organizations with gross receipts of less than $200,000 and total assets of less than $500,000 at the end of the tax year can use Form 990-EZ. If the organization doesn't meet these requirements, it must file Form 990, unless excepted under General Instruction B, earlier.

Can you switch from 990 to 990 EZ?

Because of the great differences between Forms 990 and 990-EZ, TaxSlayer Pro cannot change one to the other. If you have created one and wish to or need to switch to the other, you will need to delete the return and restart it using the correct form.

Who fills out Form 990 EZ?

The 990 EZ Form is for small- to medium-sized organizations that have gross receipts of less than $200,000 and less than $500,000 in total assets at the end of the year. This includes: Tax-exempt organizations.

How do I know which 990 to file?

The full-length 990 form is required for nonprofits who gross $200,000 or more in total receipts, or total assets of $500,000 or more. The 990-EZ and 990-N are for nonprofits who grossed less during the year (over $50,000 in total gross receipts and under $50,000 respectively). The 990-PF is for private foundations.

For pdfFiller’s FAQs

What is Schedule A (Form 990 or 990-EZ)?

Schedule A is a form that certain tax-exempt organizations must file with their annual return (Form 990 or 990-EZ) to provide information about their public charity status and to disclose their sources of revenue.

Who is required to file Schedule A (Form 990 or 990-EZ)?

Organizations that are classified as public charities under the Internal Revenue Code are required to file Schedule A with their Form 990 or 990-EZ. This includes organizations that receive a substantial part of their support from the general public or from governmental units.

How to fill out Schedule A (Form 990 or 990-EZ)?

To fill out Schedule A, organizations must provide detailed information about their public support, program service revenue, and other sources of income. They must also complete the sections applicable to their public support test and provide any necessary documentation.

What is the purpose of Schedule A (Form 990 or 990-EZ)?

The purpose of Schedule A is to demonstrate compliance with the public support requirement for tax-exempt status, to provide transparency regarding the organization's sources of funding, and to ensure that the organization is properly classified under tax law.

What information must be reported on Schedule A (Form 990 or 990-EZ)?

Organizations must report information such as total support, contributions, grants received, and other revenue sources. They must also detail the types of public support received and any limitations on their tax-exempt status.