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To access Form 990-PF, Part III, Analysis of Changes in Net Assets or Fund Balances:

  1. From within your TaxAct return (Online or Desktop), click Federal. On smaller devices, click in the upper left-hand corner, then select Federal
  2. From the Federal Quick Q&A Topics screen, click Step-by-Step Guidance
  3. Click Continue or No until reaching the screen titled Balance Sheet, and click Yes
  4. Click Continue or No until reaching the screen titled Balance Sheet per Books - Summary, and click Next Topic
  5. Enter other increases/decreases, descriptions, and amounts not included above

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