2023 Form 990 Overview: Walk Through of Form 990 and Common Schedules (Completed)

NOTE: Go to My Professional Profile in your CCH CPELink account settings to ensure your name, and PTIN number; matches your PTIN card

In this course we will have a brief discussion on the different Forms available for annual compliance and their respective thresholds for filing. Most of our time will be dedicated to a detailed discussion on the Form 990, core pages, and the list of expansive schedules that may be included with yearly filing. We will select a few Schedules to have further detailed discussion on and the remainder will be a brief explanation of purpose. This class is intended for CPAs, enrolled agents, tax return preparers, tax attorneys and financial advisors who work with not-for-profit organizations.

Who Should Attend
This class is intended for CPAs, enrolled agents, tax return preparers, tax attorneys and financial advisors who work with not-for-profit organizations.

Topics Covered

• Annual compliance: Forms and requirements
• Form 990, Core Form
• Form 990, Required schedules

Learning Objectives

• Understand the requirements for annual compliance and be able to identify the correct form depending on the activity of an organization
• Gain familiarity of the Form 990
• Be able to identify and differentiate which Schedules are required annually

Level
Basic

Instructional Method
Group: Internet-based

NASBA Field of Study
Taxes (2 hours)

Program Prerequisites
None

Advance Preparation
None