Skip to main content

Solutions

Products

Recommended products

Questions? We are here to help.
Contact us

Purchase

Questions? We are here to help.

Resources

Screens

Screen CAGen - California General Information (990)

Show all hidden content

General Information

Private mailbox number
Enter the client’s private mailbox number if leased from a private business rather than a post office box from the United States Postal Service. This information displays on Form 100-ES.
Final return
If the federal return is identified as terminated but you do not make an entry in this field, the
Merged / reorganized explanation
or
Dissolved
field, Question D marks the Yes box and defaults the method to Dissolved.
Merged / reorganization explanation
Explanation the details of a merger or reorganization. If you enter an explanation here but do not enter a code the
Final return
 field, an X displays in the Merged/Reorganized box on Form 199, Page 1.
Date of dissolution
Enter a date of dissolution if filing a final return. If you enter a date but do not enter a code in the
Final return
 field, the date displays on the form, and defaults the method to Dissolved.
Group information: Subordinates / Affiliates roster
If the organization is a central or parent organization filing a group return, enter subordinate/affiliate information to answer Yes to Form 199, Question G. If you mark the
Group return for affiliates
 field on the federal 990 screen, Yes also displays for Question G. The subordinate/affiliate information is required if filing electronically.
Group information: Parent’s name if exemption
If the organization is a subordinate/affiliate of a central or parent organization filing a group return, enter the parent organization’s name to answer Yes to Form 199, Question H.
Gross receipts: First preceding tax year
Enter gross receipts for the first or second preceding tax year in their respective fields. These amounts determine the filing fee on form 109 for exempt organizations. This information proformas automatically from year to year.
Special processing
Enter any special processing information. This information prints at the top of Form 199.
Superseding return
Enter
X
 if this is a subsequent return filed before the original due date (including extensions). This return is considered the original and replaces any other return previously filed. When marked and electronically filed, the electronic file includes this information. If paper filed, "Superseding Return" prints at the top of the return.
Amended return explanation
If you are amending the return, enter an explanation in the statement. This is a required entry to file the return electronically.

error-icon

Triva isn't available right now.

Check out the support page for our phone number and hours

error-close