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How do I get Pro Connect to enter interest and dividends on the correct lines in Part I, col (a) of 990-PF

frustrated user
Level 3

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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3 Comments 3
George4Tacks
Level 15

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!
frustrated user
Level 3

Thank you!  I hadn't gotten to the check return step yet.  I will try that.

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frustrated user
Level 3

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.

 

 

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