Tax 990
IRS Authorized E-file Provider AICPA SOC Certified Company

Copy Data Feature for Streamlined
Form 990 Filing

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 is applicable to Form 990, 990-EZ, and 990-PF. You can also copy information from your federal 990 return onto the
    CA Form 199
  • This exclusive Tax990 feature saves you time by eliminating the need to re-enter information.
Simplify your 990 filing with the Copy Data Option

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.

Ready to File Your 990?