How to associate 990EZ Line Numbers & run the 990EZ Report
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Associating 990EZ line numbers with budget categories
MoneyMinder is an authorized e-filing provider with the IRS. When your group is ready, you can e-file directly from your MoneyMinder account.
To e-file the 990-EZ, you must first assign “line numbers” to each budget category.
To begin, click the Budget in the sidebar.
Click the Edit 990-EZ Line Categories tab.
Select the appropriate income and/or expense line number for each budget category.
- Continue this process until you’ve associated all budget categories with a line number.
- Click Save.
For help figuring out what line number a budget category falls into, download the 990-EZ Cheat Sheet.
Running the 990EZ report
Click Tax Forms in the sidebar:
Click 990-EZ to expand it, then click 990EZ Report to see a summary of valid 990EZ line numbers.
You can also Print or Export to PDF:
If a category has a transaction applied to it and does not have a 990EZ line number associated with it, it will show up at the top of the report in red:
For your Summary totals to be accurate, these must all be assigned a line number.
Remember that categories where you ONLY spend money will only need a 990-EZ expense line associated with it. Likewise, categories where you only bring in money will only need a 990-EZ income line associated with it. If the category does both, you need both lines associated.
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