Drake Tax - 990: Preparer Signature and SSN/EIN

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 both of the following conditions are met:

1. The option Sec 4947 (a)(1) on screen 1 is selected

2. The option indicating that the organization is filing Form 990 (990-PF or 990_EZ) in lieu of Form 1041 is chosen:

   1. 990: screen 6, line 12a (you must PAGE DOWNfor the second screen) - select Yes to Is the organization filing Form 990 in lieu of Form 1041?

   2. 990EZ: screen 23, line 43 - select the option Sec. 4947(a) nonexempt charitable trusts filing Form 990-EZ in lieu of Form 1041.

   3. 990PF: screen 57, line 15 - select the option Filing Form 990-PF in lieu of Form 1041.

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