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Schedule O (Form 990 or 990-EZ)

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📚 Who Must File

Use this when you need to confirm whether Schedule O is required for your organization.

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 extra space for Schedule O responses.

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

Step 2: Complete required information on the form first

Use this to ensure the main form lines are filled in before 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 which part and line each response answers

Use this to keep your Schedule O responses properly linked to the correct questions.

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 Sure-Fire return

Use this to insert Schedule O into your return in Sure-Fire.

To add a Schedule O in your Sure-Fire 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