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Form 990

Reviewing State 990 Data

ONESOURCE Trust Tax accommodates state reporting for exempt organizations and private foundations for the following states:
  • California
  • Connecticut
  • Illinois
  • Indiana
  • Massachusetts
  • New Jersey
  • New York
  • Oregon
In the account binder, access to the state 990 page(s) becomes available under the
Existing States
 collapsible section on the States Summary page when one of the states listed above is identified as the situs state on the Account Information page, or is added using the
Add New State
 collapsible section on the States Summary page.
For accounts that require dual return processing, the state(s) attached to an account apply to both the 1041 and 990 if the state is one of the eight states listed above. All other state(s) attached to the account apply to only the 1041 return. A state return that is deleted from the States Sumary page for the 990 return is also deleted form the 1041 (and vice versa).
The graphic below shows the links for a 990 account with a situs state of Illinois. Selecting the link in the
Income Tax Return
 column displays the page for Form AG990-IL. Selecting the link in the
Form IFC
 column displays the page for Form IFC. Selecting the link in the
Form IL-990-T
 column displays the page for Form IL-990-T.
To review state 990 data:
  1. Open the 990 account.
  2. Select the
    States
     main topic.
  3. Under the
    Existing States
     collapsible section, select the applicable link for the state. The following graphic shows the page for Illinois Form AG990-IL:
  4. Review the state 990 data under each collapsible section and make any necessary changes.
  5. Select
    Save
     to save your changes.

Adding a State

ONESOURCE Trust Tax allows you to add a state other than the situs state for state 990 return preparation purposes. To add a state:
  1. Open the 990 account.
  2. Select the
    States
     main topic.
  3. Open the
    Add New State
     collapsible section.
  4. Select Add for the state you want to add. The state is added to the
    Existing States
     collapsible section.
  5. Select
    Save
    . You can now access the state 990 data under the
    Existing States
     collapsible section.

This article applies to:

  • PRODUCT: ONESOURCE Trust Tax
  • Return type: 990 Exempt Organization