Scheduling Conflicts: Which Schedule Should I File?


If you’ve ever filed a Form 990 or Form 990-EZ before, you know there’s a neat little thing called “Schedules” that are attached to your return which provide necessary additional information when filing. There are a total of 16 Schedules available for Form 990 and 8 for Form 990-EZ in which the correct Schedules are filed by a respective organization depending on its activities.

ExpressTaxExempt supports many of the Schedules for both Form 990 & 990-EZ. To make the e-filing process easier for all of our clients, these Schedules are automatically generated for you once you provide answers to prompted questions when preparing your form with our software.  
If you’re unsure of what Schedules are available or which one to include on your tax return, here’s a list of each schedule for both 990 & 990-EZ Forms: 

Form 990 Schedules

Schedule A Public Charity Status and Public Support
Schedule B Schedule of Contributors
Schedule C Political Campaign and Lobbying Activities
Schedule D Supplemental Financial Statements
Schedule E Schools
Schedule F Statement of Activities Outside of the United States
Schedule G Supplemental Information Regarding Fundraising or Gaming Activities
Schedule H Hospitals
Schedule I Grants and Other Assistance to Organizations, Governments and Individuals in the U.S.
Schedule J Compensation Information
Schedule K Supplemental Information on Tax Exempt Bonds
Schedule L Transactions with Interested Persons
Schedule M Noncash Contributions
Schedule N Liquidation, Termination, Dissolution, or Significant Disposition of Assets
Schedule O Supplemental Information of Form 990
Schedule R Related Organizations and Unrelated Partnerships

Click Here for Form 990 Schedule Detailed Descriptions


NOTE: Generally, Schedules A (Public Charity Status and Public Support) and O (Supplemental Information to Form 990) are the most common schedules filed with Form 990. 

Form 990-EZ Schedules

Schedule A Public Charity Status and Public Support
Schedule B Schedule of Contributors
Schedule C Political Campaign and Lobbying Activities

Schedule E Schools

Schedule G Supplemental Information Regarding Fundraising or Gaming Activities

Schedule L Transactions with Interested Persons

Schedule N Liquidation, Termination, Dissolution, or Significant Disposition of Assets

Schedule O Supplemental Information of Form 990
If your organization operates on a fiscal tax year from April 1 to March 31 and files Form 990 or 990-EZ your filing deadline is quickly approaching and due this Friday, August 15th. Additionally, any organization that filed an extension in February 2017 (fiscal year of October 1 – September 30) must file by August 15th as well.

Filing with ExpressTaxExempt is very simple and can be done in 5 intuitive steps. Simply create a free account or sign in, add your organization’s details, complete the form interview, review the provided summary of your organization’s information, pay and transmit directly to the IRS. And just like that, you’ve completed your e-filing process, included the necessary required Schedules, and remain in good standing with the IRS. As always, feel free to contact our support team of e-file experts at 704.839.2321 for any questions or help with your e-filing experience. We’re here to assist you Monday through Friday from 9 a.m. to 6 p.m. EST or feel free to reach us 24/7 via email at support@ExpressTaxExempt.com


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