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Level 2
November 20, 2021
Question

Investments Schedule Form 990 PF not generated

  • November 20, 2021
  • 1 reply
  • 3 views

I entered investment costs and FMVs in Screen 51, but a schedule is not generated. Haven't had an issue generating supporting schedule in prior years. IRS instructions indicate supporting schedule is still necessary.

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1 reply

sjrcpa
Level 15
November 22, 2021

Did you accidentally Override it with a total in Screen 50.1?

The more I know the more I don’t know.
RaymondAuthor
Level 2
November 22, 2021

That's exactly what I did---thanks!

sjrcpa
Level 15
November 22, 2021

Been there  and done that. You're welcome.

The more I know the more I don’t know.