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 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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Connect your Bank, Square and PayPal accounts to MoneyMinder PRO to directly download transactions, saving you time and effort. You just review the transactions to ensure they are properly categorized and fill out any required fields.
This is a really nice feature!
One feature request.
We have a Misc Expenses budget category for those expenses that come up that were not budgeted, etc.
Would really love to have the option to attach a 990-EZ line number to individual transactions as I can’t assign one to the entire category.
Hi David,
I will add your suggestion to our feature requests. Thanks for your feedback.