What should be mentioned in the schedule that is attached while filling out the investments?
1.1k views | Last modified 3/19/2021 8:25:49 AM EST | Added by ExpressTaxExempt Team

Applicable To
990-PF 990-N 990-EZ 990 8868 1120-POL

The schedule should list each security held by the organization at the end of the year and show whether the security is listed at cost or end-of-year market value. The amount shown on savings and temporary cash investments should not be listed.

If your organization is required to report schedules other than A, B, and G, we recommend choosing our interview-based filing method.

Was this helpful? Yes No

Sign Up for a
FREE ExpressTaxExempt Account!

Register Now

Returning User? Sign in

Couldn't find what you
are looking for?

Contact Us

(704) 839-2321 support@ExpressTaxExempt.com