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Telephone Forum - What’s Special About Schedule K (Form990)

The presentation provided an overview of the Schedule K to the Form 990. Presenters gave a brief overview of the Form 990 and reviewed the Schedule K, working through the more complex parts of the form. The forum finished up with a discussion of the relationship between post issuance compliance monitoring and completion of the Schedule K.

Presenters included

  • Tax Law Specialists B. Darrell Smelcer, Faye Dawkins and James Held, from the office of Tax Exempt Bonds, Compliance Program Management;
  • Guidance Group Manager Stephen Clarke, from the IRS office of Exempt Organizations; and
  • J. Sue Painter, from the Advisory Committee on Tax-Exempt and Government Entities.

The presentation included the following topics:

  • Background on Form 990 and Schedule K
  • Helpful items and resources
  • Detailed look at Schedule K
  • The role of post-issuance compliance monitoring

A pdf version of a power point slide presentation covering the above topics is available here.

Audio transcript


Page Last Reviewed or Updated: 28-Jan-2015