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ccarmona
Level 1
December 7, 2019
Solved

How to exclude donor information on Sch. B of 990 return for public copy?

How to exclude donor information on Sch. B of 990 return for public copy?

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sjrcpa
sjrcpaAnswer
Level 15
December 7, 2019

Delete the page from the paper or pdf copy.

The more I know the more I don’t know.
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3 replies

sjrcpa
sjrcpaAnswer
Level 15
December 7, 2019

Delete the page from the paper or pdf copy.

The more I know the more I don’t know.
mheidsman
Level 2
December 7, 2019
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 2
    February 15, 2020

    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?

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