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To access Form 990-PF Return of Private Foundation or Section 4947(a)(1) Trust Treated as Private Foundation, Part III, Analysis of Changes in Net Assets or Fund Balances:

  1. From within your TaxAct return (Desktop), click Federal. On smaller devices, click in the upper left-hand corner, then click Federal.
  2. Click Schedules in the Federal Quick Q&A Topics menu to expand, then click Schedule B - Schedule of Contributors.
  3. Click + Add Schedule B Contributors to create a new copy of the form or click Edit to review a form already created.
  4. Click Quick Entry to scroll down to answer all applicable questions or click Step-by-Step Guidance to proceed with the program interview questions.
  5. On the screen titled Balance Sheet, click Yes.
  6. On the screen titled Balance Sheet per Books - Summary, click Next Topic, enter other increases/decreases, descriptions, and amounts not included earlier, then click Continue.

Note that any link in the information above is updated each year automatically and will take you to the most recent version of the document at the time it is accessed.

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