Knowledge Base

10235: 990 - Preparer Signature and SSN/EIN

990 Tax Exempt

On Form 990, 990-PF or 990-EZ, how do I get the preparer's SSN/EIN to show up with the name and address?

Generally, Forms 990, 990-EZ and 990-PF are public documents available for review by anyone. For this reason, preparer identifying information is not provided in those returns. The PTIN is always displayed, but the EIN is still suppressed (and also the preparer's SSN if the preparer setup includes an SSN, but not a PTIN).

Section 4947(a)(1) non-exempt trust returns are not subject to public inspection, so preparer information is required. If you are preparing this type of non-exempt trust, the preparer information appears when the following conditions are met:

  1. you select the option Sec 4947 (a)(1) on screen 1; and
  2. you indicate that the organization is filing Form 990 (990-PF or 990_EZ) in lieu of Form 1041by marking:
    1. 990: screen 6 Part V Other IRS Filings, line 12a (you must page down for the second screen) - select Yes to Is the organization filing Form 990 in lieu of Form 1041?
    2. 990EZ: screen 23 Part V Other Information, line 43 - select the option Sec. 4947(a) nonexempt charitable trusts filing Form 990-EZ in lieu of Form 1041.
    3. 990PF: screen 57 Part VII-A Activities, line 15 - select the option Filing Form 990-PF in lieu of Form 1041.

For more information, see "Part II. Signature Block" in the 990 Instructions

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