Copy Data Feature for Streamlined
Form 990 Filing
What’s New You can now copy data from the previous year’s 990-EZ returns, even if they were filed elsewhere
Simplify your 990 filing with the Copy Data Option
- Preparing your 990 returns can be time-consuming and tedious. To simplify this process, Tax990 offers a copy data feature.
- Using this feature, you can copy and transfer certain data from the prior year's returns you filed with Tax990 onto the current one.
- The copy data option applies to Forms 990 and 990-PF if the previous year's return was filed with Tax990. For Form 990-EZ, data can be copied from the previous year's form, even if it was filed elsewhere. Additionally, federal Form 990 information can be copied to CA Form 199.
- This exclusive Tax990 features saves you time by eliminating the need to re-enter information.
Information You can Copy from Prior Year 990 Returns
* In addition to 990 form data, you can also copy certain information in your Schedules as well.
Copying Data From Federal 990 Form to CA 199
Tax990 provides you with the option to copy certain data from your accepted federal 990 form (filed with us) onto your California Form 199.
The information you can copy includes:
- Basic Organization Details
- Item A - First return
- Item C - IRC Section 4947(a)(1) trust
- Item E - Accounting Method
- Part I
- Receipts and Revenues (Lines 2,3,5,6)
- Part II
- Receipts from Other Sources (Lines 1 - 7)
- Expenses and Disbursements (Line 9 - 17)
- Schedule L (Balance Sheet)
- Assets and Liabilities (Column B and D)
Frequently Asked Questions
Yes. You can copy from a prior year's return filed using a different filing method, and the combinations for Form 990, Form 990-EZ, and Form 990-PF are listed below.
- Interview to Form-based filing method
- Form to Form-based filing method
- Interview to Interview-based filing method
Please note that all other forms cannot be copied using a different filing method.
No! Currently, the option of copying information from a prior year’s return filed with a different service provider is not available.