Question
Where in ProConnect Tax are mutual fund investments entered for Form 990-PF?
My client is a nonprofit public charity with its assets in Vanguard mutual funds. Where in ProConnect Tax should the year Beginning and year Ending amounts be entered? In Balance Sheet>Fair Market Value of Assets (990-PF), there are multiple options under Investments, such as: Publicly Traded Securities, Other Securities, Corporate Stock, Corporate Bonds, Investments>Other, and Other Assets>Other Assets. It's not clear which field should be used. Thanks for any guidance.
