Re: Working on a 990 for an existing client. We had a director leave this past tax year. We can't figure out how to delete the director from list on Part IV.

RayH · ‎10-20-2023

The director is shown on the quick entry screen, and we can click on details for that director. But can't find the place to remove that person.

sjrcpa · ‎10-20-2023

Consider that you are supposed to show all persons who were directors during the tax year.

Ex-AllStar

RayH · ‎10-20-2023

True, but this person went off the board before this tax year started.

Soo, I still need to delete them.

George4Tacks · ‎10-21-2023

In the entry for that director, their name is in a tab at the top. Next to the name is an "x" Click the "x".

Here's wishing you many Happy Returns

Working on a 990 for an existing client. We had a director leave this past tax year. We can't figure out how to delete the director from list on Part IV.