Welcome back! Ask questions, get answers, and join our large community of tax professionals.
cancel
Showing results for 
Search instead for 
Did you mean: 

How to exclude donor information on Sch. B of 990 return for public copy?

Level 1

How to exclude donor information on Sch. B of 990 return for public copy?

Labels (1)
0 Cheers
1 Solution

Accepted Solutions
Level 15

Delete the page from the paper or pdf copy.


ex-AllStar

View solution in original post

0 Cheers
3 Replies 3
Level 15

Delete the page from the paper or pdf copy.


ex-AllStar

View solution in original post

0 Cheers
Level 1
In Lacerte, there is a check box on screen 16.1 to "apply public disclosure copy". That allows you to print/PDF the return with the amounts but the names will be hidden.
Level 1

I have checked the box on screen 16.1 but the return still prints with donor name and contact info.  Am I missing something? Should I be printing a client or a government copy when looking for the public disclosure copy? This is a 990-PF, maybe it behaves differently than a straight 990?

0 Cheers