Compliance with the filing requirements set forth in Government Code sections 12586 and 12587 for California Exempt Entities
Just received a letter from the State of California - DEPARTMENT OF JUSTICE dated April 28, 2026! They are requesting a complete copy of IRS Form 990, 990-EZ, or 990-PF for tax years 2020 and forward. Why, to remain in compliance with the filing requirements set forth in Government Code sections 12586 and 12587 for the State of California.
Requested modification to the tax software: Could you make it automatic when Efiling the state tax return for Exempt Entities like 501 (c) for California returns to include the Federal copy? This is automatic for 1040 filers, where the Federal return is automatically attached to the state return when Efiled. I do understand the workaround by attaching as a PDF, but it would save time if it was automatic.
Thank you for your time and consideration!
