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Level 2
October 20, 2023
Question

Working on a 990 for an existing client. We had a director leave this past tax year. We can't figure out how to delete the director from list on Part IV.

  • October 20, 2023
  • 2 replies
  • 4 views
The director is shown on the quick entry screen, and we can click on details for that director.  But can't find the place to remove that person.
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2 replies

sjrcpa
Level 15
October 20, 2023

Consider that you are supposed to show all persons who were directors during the tax year.

The more I know the more I don’t know.
RayHAuthor
Level 2
October 20, 2023

True, but this person went off the board before this tax year started.

Soo, I still need to delete them.

George4Tacks
Level 15
October 21, 2023

In the entry for that director, their name is in a tab at the top. Next to the name is an "x" Click the "x".

Answers are easy. Questions are hard!