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Do you know how I can change an almost-complete 990 to a 990-EZ?

Marla Koosed
Level 2
The client qualifies to file a 990-EZ - $90k total revenue.  I tried entering a "1" under Misc. section, Form 990-EZ: 1-if applicable.
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1 Comment 1
George4Tacks
Level 15

There must be something else making it not qualify. The software is automatically 990-EZ if appropriate. The entry you made was an Override [O] - which is generally not a good choice.

Form 990-EZ. If an organization has gross receipts less than
$200,000 and total assets at the end of the tax year less than
$500,000, it can choose to file Form 990-EZ, Short Form Return
of Organization Exempt From Income Tax, instead of Form 990.
See the Instructions for Form 990-EZ for more information. See
the special rules below regarding controlling organizations
under section 512(b)(13) and sponsoring organizations of
donor advised funds.

 Look carefully at the Informational Questions. 

 


Answers are easy. Questions are hard!
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