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Pro connect entered interest and dividends as other income in column (a) of Part I (Revenue) of Form 990-PF. They should be entered on their own lines. How do I correct this?
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PCT has a nice feature. Check return > Look at the 990PF and find the line you would like something to appear on. CLICK that line (or box) and it will generally take you to that input.
I believe this will work for your question. If not, add a reply.
Answers are easy. Questions are hard!
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Thank you! I hadn't gotten to the check return step yet. I will try that.
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Unfortunately, it did not work. It allowed me to enter interest and dividends on the correct lines, but it did not allow me to remove them from the "Other" line, thus doubling the amount. It added Statement 1 to the return just calling it other investment income, which is not the correct way to enter it, but I'll have to leave it for now.
