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I am trying to locate the input screens for PartXV, Lines 1 and 2 on a 990-PF. How do I add a manager's name on Line 1, and check the preselected charity box on Line 2?

Assets are over $5,000 and this section is required.
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2 Comments 2
IntuitRebecca
Moderator
Moderator

Hi there,

If Part XV is totally blank, you can tell the program it's required by going to Informational > Activities Statements (990PF) and checking the box for "Had at least $5,000 in assets at any time during year [Override] (7)".

For line 1, make sure the manager is entered on General > Officer, Directors, Trustees, Managers first. Then, go to Expenses > Compensation & Hours and check the box(es) that apply:

Screen Shot 2021-10-06 at 3.38.49 PM.png

For the question 2 checkbox, you can jump to it by clicking the box on the form: 

Screen Shot 2021-10-06 at 3.40.52 PM.png

Or by going to Expenses > Application Information (990PF), and clicking the "Unsolicited Request" link in blue at the top right.

- Rebecca

Thank you so much!