Common questions about Form 990 Schedule A in Lacerte

The following are the top questions referring to Form 990, Schedule A - Reason for Public Charity Status.

How to generate a Schedule A:

1. Open Screen 1, Client Information.
2. In the Sections list, select Return Info.
3. Enter 3 in 501(c) Paragraph Number or select the check box for Sec. 4947 (a)(1) Nonexempt Trust, whichever applies

Apply Special Rule (33 1/3% support test for 501(c)(3) Orgs.) on Form 990

1. Open Screen 16, Contributions, Gifts, and Grants.
2. In the Gifts, Grants list, select Schedule of Contributors.
3. Enter each contributor's information.
4. Open Screen 52, Charity Status & Support.
5. Select the check box (interactive user) or enter 1 (batch user) by either:
   • Organization is Operated for the Benefit of a College or University Owned or Operated by a Governmental Unit
   • Organization is One that Normally Receives a Substantial Part of its Support from a Governmental Unit or from the General Public
   • Organization is a Community Trust.
6. Enter the applicable support Information in the remaining fields.