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This article applies to:

  • Product: UltraTax CS
  • Return type: 990 Exempt Organization

Enter data for 990 return codes

Enter the following data for 990 return codes.
note
If the extension form is missing the return code, preview the extension by selecting
File
, then
Print Extension
, mark
Paper
, then select
Preview
.
990 or 990-EZ (Code 1)
Select
File
,
Client Properties
, then
Exempt Organization
 as the type of the 990.
990-PF (Code 4)
Select
File
,
Client Properties
, then
Private foundation
 as the type of the 990.
990-T Sec. 401(a) or 40(a) (Code 5)
Select
3-401(a) trust
 in the
Organization type
 field on the 990T screen in the 990-T folder.
990-T trust other than previous (Code 6)
Select either
2-501(c) trust
 or
4-Other trust
 in the
Organization type
 field on the 990T screen in the 990-T folder.
990-T Corporation (Code 7)
Select
1-501(c) corporation
 in the
Organization type
 field on the 990T screen in the 990-T folder.

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