Common questions about Form 990 Political Campaign and Lobbying in ProConnect Tax

To indicate the organization is engaged in direct or indirect political campaigns

1. Go to Input Return ⮕ Form 990 Schedules ⮕ Pol. Acts and Lobbying (Sch. C)
2. Select Political Campaign & Lobbying
3. Check the box labeled Engaged in direct and indirect political campaigns
4. Make any other applicable entries on this screen

Why is the question on Line 4 is blank on Form 990, Page 3, Part IV?

This question will remain blank until the entity is identified as a Section 501(c)(3) organization. If this entity is a Section 501(c)(3), it must be indicated under Client Information. To do this:

1. Go to Input Return ⮕ General ⮕ Client Information
2. Scroll down to the Return Info section
3. Choose 3=Charitable, Religious, Educational, Scientific, etc. in the 501(c) Paragraph No drop down input
4. Once this entry is made, line 4 on the 990 Page 3 Part IV will be marked No by default

To mark Line 4 Yes on Form 990, Page 3, Part IV:

1. Go to Input Return ⮕ Form 990 Schedules ⮕ Pol. Acts and Lobbying (Sch. C)
2. Select Political Campaign & Lobbying
3. On this screen scroll down to the Lobbying Expenditures section
4. Enter a 1 or 2 in 1=Form 5768 filed (Part II-A), 2=Form 5768 not filed (Part II-B) This will change line 4 to Yes