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

Schedule A (Form 990 or 990-EZ) is used by section 501(c)(3), 501(e), 501(f), 501(k), and 501(n) organizations and section 4947(a)(1) nonexempt charitable trusts to furnish additional information

How to fill out schedule a form 990

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

1. Begin by downloading Schedule A from the IRS website or obtaining it from your tax professional.
2. Fill in your organization's name and EIN at the top of the form.
3. Complete Part I to provide information about the organization’s public charity status or private foundation classification.
4. In Part II, provide information on the organization's public support, detailing contributions and grants received.
5. If applicable, complete Part III, providing details on the activities that support exemption from tax.
6. Fill out Part IV if your organization is applying for additional tax-exempt status or if it meets specific IRS criteria.
7. Review all your entries for accuracy and completeness before submitting the form.
8. Sign and date the form where indicated.

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

1. Organizations that are exempt from federal income tax under Internal Revenue Code Section 501(c)(3) must file Schedule A to demonstrate their public charity status.
2. Private foundations and certain organizations that may require additional information must also submit this schedule.

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 supplemental form used by tax-exempt organizations to provide additional information regarding their public charity status and public support. It is attached to Form 990 or Form 990-EZ when these organizations file their annual returns with the IRS.

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

Organizations that are classified as public charities and are required to file Form 990 or Form 990-EZ must also file Schedule A. This includes organizations that receive a substantial part of their support from the public.

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

To fill out Schedule A, organizations must provide detailed information regarding their public support, including revenue sources and contributions. They must also indicate their public charity status and complete specific sections based on the type of public charity they are.

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

The purpose of Schedule A is to determine the public charity status of an organization and to provide transparency regarding its sources of funding and level of public support. This helps the IRS assess compliance with tax-exempt requirements.

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

Schedule A requires information such as the organization's income from contributions and grants, sources of public support, details on governance and management, and a reconciliation of support and expenses. It also includes questions that help determine the organization's public charity status.