990 E-file: Appendix A - Accepted Forms and Schedules

The following lists are forms and schedules currently allowed and accepted by the IRS for e-file with 990 returns.

Forms and Schedules for E-file

The forms and schedules listed at the following URL are the only forms and schedules acceptable for e-file. The E-file Notes lists the number of forms allowable by the IRS.

https://www.riahelp.com/html/2021/reports/ef_forms/990/990_Federal_E-file_Forms.pdf

This document is kept current.

Form 990: Other Forms and Schedules for E-file

  • Affiliate Listing Detail Statement
  • Affiliated Group Attachment
  • Affiliated Group Schedule
  • Averaging Attachment
  • Reasonable Cause Explanation

Form 990EZ: Other Forms and Schedules for E-file

  • Affiliated Group Attachment
  • Affiliated Group Schedule
  • Averaging Attachment
  • Explanation of Non UBI
  • Reasonable Cause Explanation
  • General Explanation
  • Grants and Other Similar Amounts Paid Schedule
  • Other Assets Schedule
  • Other Expenses Schedule
  • Other Liabilities Schedule
  • Other Revenues Schedule
  • Transfers Personal Benefits Contracts Declaration

Form 990PF: Other Forms and Schedules for E-file

  • Part I, line 6: Gain/Loss from Sale of Other Assets
  • Part I, line 10: Sales of Inventory Schedule
  • Part I, line 11: Other Income
  • Part I, line 16(a): Legal Fees
  • Part I, line 16(b): Accounting Fees
  • Part I, line 16(c): Other Professional Fees
  • Part I, line 18: Taxes
  • Part I, line 19: Depreciation
  • Part I, line 23: Amortization
  • Part I, line 23: Other Expenses
  • Part II, line 6: Other Receivables from Officers
  • Part II, line 7: Other Notes/Loans Receivable Long
  • Part II, line 7: Other Notes/Loans Receivable Short 2
  • Part II, line 10(a): Investment Government Obligations
  • Part II, line 10(b): Investment Corporate Stock
  • Part II, line 10(c): Investment Corporate Bonds
  • Part II, line 11: Investments Land
  • Part II, line 13: Investments Other
  • Part II, line 14: Land, Etc.
  • Part II, line 15: Other Assets
  • Part II, line 20: Loans from Officers
  • Part II, line 21: Mortgages and Notes Payable
  • Part II, line 22: Other Liabilities
  • Part III, line 3: Other Increases
  • Part III, line 5: Other Decreases
  • Part VI, line 2: Tax Under Section 511
  • Part VII, line 2: Activity Not Previously Report
  • Part VII, line 8: Explanation of Nonfiling with AG
  • Part VII-A, line 10: Substantial Contributors
  • Part VII-A, line 11a: Transfer from Controlled Entity
  • Part VII-A, line 11a: Transfer to Controlled Entity
  • Part VII-B, line 2: Section 4942(a) Explanation
  • Part VII-B, line 5: Expenditure Responsibility
  • Part VIII, line 1: Compensation Explanation
  • Part VIII, line 2: Employee Compensation
  • Part VIII, line 3: Contractor Compensation
  • Part IX-B, line 3: All Other Program Related Investments
  • Part X, line 1: Reduction Explanation
  • Part X, line 4: Cash Deemed Charitable
  • Part XII, line 1: Borrowed Funds Election
  • Part XII, line 3: Cash Distribution Explanation
  • Part XIII, line 4(b): Applied to Prior Year Election
  • Part XIII, line 4(c): Distribution from Corpus Election
  • Electronic Payment for 990-PF
  • General Explanation Attachment
  • Reasonable Cause Explanation

Binary Attachments

  • Form 8453-EO: Exempt Organization Declaration and Signature for Electronic Filing

Form 8868: Other Forms and Schedules for E-file

  • Electronic Payment

 

 

 

E-file/990_ef_app_a_forms_schedules.htm/TY2021

Last Modified: 02/03/2022

Last System Build: 08/30/2022

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