ccarmona
Level 1
12-07-2019
05:31 AM
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How to exclude donor information on Sch. B of 990 return for public copy?
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sjrcpa
Level 15
12-07-2019
05:31 AM
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Delete the page from the paper or pdf copy.
The more I know the more I don’t know.
mheidsman
Level 1
12-07-2019
05:31 AM
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In Lacerte, there is a check box on screen 16.1 to "apply public disclosure copy". That allows you to print/PDF the return with the amounts but the names will be hidden.
jamieRandH
Level 1
02-15-2020
11:29 AM
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I have checked the box on screen 16.1 but the return still prints with donor name and contact info. Am I missing something? Should I be printing a client or a government copy when looking for the public disclosure copy? This is a 990-PF, maybe it behaves differently than a straight 990?
