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Federal input screens

Screen 990 - General and Year End Information

Organization Information

City, state, zip code
If the business uses a foreign address, enter the city and the foreign zip code. Leave the state box blank and enter a foreign country code and foreign province or state in the relevant boxes.
Telephone number
Enter the telephone number (including area code) that public and government regulators would use to obtain information about the organization’s finances and activities. The number entered here is also used for the officer’s telephone number in the electronic file.
Year of formation
Enter the year in which the organization was legally created under state or foreign law. If the entity is a corporation, enter the year of incorporation.

Return Options

Options for Form 990-N and financial data reporting
If the organization’s gross receipts are normally $50,000 or less, select the code to indicate if Form 990-N should be prepared instead of Form 990.

Forms 990 and 990-EZ Heading Information

Final return / Terminated
Entering
X
 here marks the checkboxes in the heading section of Form 990 or 990-EZ and prints "FINAL RETURN" at the top of Form 990-T.
Tax-exempt status
If you leave this box blank, the organization is considered a Section 501(c) exempt organization (code C) exempt under section 3.
Group return for affiliates
Entering
X
 marks the Yes checkbox on Form 990, Page 1, Item H(a), indicating the return is a group return for affiliates.

Other Information

Client complexity factor: Additional
The Client Complexity Factor is a numeric value that represents your time and effort spent preparing the return and calculates based on your entries in the Client Complexity dialog. Use this box to add to the calculated Client Complexity Factor, or use the Overall (Force) box to completely override the Client Complexity Factor.
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