Unrelated Business Income Worksheet for IRC 401(a) and 2026

1. Click ‘Get Form’ to open the Unrelated Business Income Worksheet in the editor.
2. Enter your LA Revenue Account Number at the designated field. This is crucial for identification.
3. Fill in your organization’s name as shown on CIFT-620, ensuring accuracy for proper filing.
4. For Line 1, input the Federal net unrelated business income from Federal Form 990-T, Part I, Line 5. This amount will be reported on Form CIFT-620, Schedule F, Line 1.
5. Determine if your unrelated business income is solely from Louisiana or from both within and outside Louisiana. Complete the necessary schedules accordingly and enter the results on Form CIFT-620.
6. For Line 2, calculate Louisiana net unrelated business income by completing Lines 1B through 1C1 and subtracting them from Line 1A. Enter this result on Form CIFT-620, Line 1D.
7. Follow instructions for tax calculation on Line 3 using Schedule J of Form CIFT-620. Enter this amount appropriately.
8. Finally, attach this completed worksheet along with applicable schedules to your Form CIFT-620 before submission.

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