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Level 2
March 10, 2026
Question

Using 990 and answering the endless questions. Can't find this answer. On Form 990, Page 3, in Part IV Checklist of Required Schedules, I need to mark Question 8a Yes and fill out Schedule D, Part III. How do I do that?

  • March 10, 2026
  • 2 replies
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On Form 990, Page 3, in Part IV Checklist of Required Schedules, I need to mark Question 8a Yes and fill out Schedule D, Part III. How do I do that?

Yes I used AI ....

2 replies

sjrcpa
Level 15
March 11, 2026

Fill out Schedule D and the question should answer itself.

The more I know the more I don’t know.
Level 2
March 11, 2026

Thanks - just figured that out, appears that the footnotes need to be added and several boxes checked.  Logically the answering the Part 4 question should take the preparer to Schedule D not the reverse.

C2
George4Tacks
Level 15
March 11, 2026

When you Check Return, view the form and find the box. If it is shaded blue - click that and it should take you to the field needed.

 

Answers are easy. Questions are hard!