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Schedule O (Exempt Organization 990 or 990-EZ)-SureFire

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📚 Who Must File

All organizations that file Form 990 and certain organizations that file Form 990-EZ must file Schedule O (Form 990 or 990-EZ). At a minimum, the schedule must be used to answer Form 990, Part VI, lines 11b and 19.

If an organization is not required to file Form 990 or 990-EZ but chooses to do so, it must file a complete return and provide all of the information requested, including the required schedules.

📊 Specific Instructions

Step 1: Use as many continuation sheets as needed

Use this when you need to add more responses than will fit on the standard Schedule O.

Use as many continuation sheets of Schedule O (Form 990 or 990-EZ) as needed.

Step 2: Complete Form 990 or 990-EZ lines first

Use this to ensure you have already entered required information before adding Schedule O.

Complete the required information on the appropriate line of Form 990 or 990-EZ prior to using Schedule O (Form 990 or 990-EZ).

Step 3: Clearly identify the part and line(s) your response relates to

Use this to make sure each Schedule O response is tied to the correct Form 990 or 990-EZ location.

Identify clearly the specific part and line(s) of Form 990 or 990-EZ to which each response relates. Follow the part and line sequence of Form 990 or 990-EZ.

Step 4: Add Schedule O in your SureFire return

Use this to include Schedule O (Form 990 or 990-EZ) in your SureFire filing.

To add a Schedule O in your SureFire return, click Add Form/Display Form List (or press CTRL+F10). Type Sch O in the Look for box, and then click Open.

Tags: federal,form