23rd District PTA
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      • Federal Tax Filing (990n/990EZ/990)
      • California Tax Filings (199n/199)
      • California State Attorney General
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Tax Filing Support

Every PTA Must File All Compliance Items Annually:​​
  • Taxes (Federal): 990n/990/990ez   (Click this link for FAQ!) 
  • Taxes (California State): 199n/199  (Click this link for FAQ!)
  • Attorney General (California State): RRF-1  (Click this link for Support!)
    • Possibly: CT-TR-1 (If 990n was filed)
Deadline: November 15

How Do I Know What to File? 
  • If the PTA's gross annual revenue (do not include funds not belonging to unit!) exceeded $50,000 last fiscal year (June 1 - June 30), the unit will file:​​
  • ​990/990ez
  • 199
  • RRF-1 (attach a copy of 990 filing to submission)
A professional tax preparer can assist if needed, and can also prepare and submit the RRF-1
  • If the PTA's gross annual revenue (do not include funds not belonging to unit!​) averages less than $50,000 over the last three fiscal years, the unit will file:
  • 990n (Postcard)
  • 199n (Postcard)
  • RRF-1 
  • CT-TR-1
Helpful Links
​IRS
IRS Nonprofit Look-Up Tool
​Form 990
Form 990n
FTB
 Form 199 Booklet 
Form 199
 Form 199n 
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  • Home
  • Who We Are
    • 23rd District Executive Committee
  • Join PTA! Our Councils and Units
    • Councils and Units Support
  • Leadership Tools
    • Presidential Practices
    • Treasurer Tips and Tricks
    • Tax Filing Support >
      • Federal Tax Filing (990n/990EZ/990)
      • California Tax Filings (199n/199)
      • California State Attorney General
    • Amazing Audits
    • Managing Membership
    • Parliamentary Procedures >
      • Parliamentary: Nominations and Elections
      • Parliamentary: Motions and Voting
      • Parliamentary: Bylaws
    • Reflections
    • Scholarships and Awards
    • Countdown to Convention
  • Community Resources