F990PF-065-02 e-file error

Missing Data: /Return/ReturnData/IRS990PF: If Form 990-PF, [ Item H, checkbox 'Organization501c3ExemptPFInd' or checkbox 'Organization4947a1TrtdPFInd' is checked ] and ['AtLeast5000InAssetsInd' has a choice of 'Yes' indicated OR 'TotalAssetsEOYAmt' is greater than 5000], then 'OnlyContriToPreselectedInd' checkbox must be checked OR at least one complete entry for submission information (Lines 2a through 2d) must be provided. (rule F990PF-065-02)
The return is missing data entry.

Solution

  1. Go to the
    Supp
    screen in the
    990PF
    folder.
  2. Open the
    Name, address, and telephone number to whom applications should be addressed
    statement window and verify that the following fields are completed:
    • Name
    • Address 1
    • City
    • State
    • Zip
    • Phone Number
  3. If Form 990-PF Part XV, Line 2 should be marked, mark the
    Makes contributions to preselected charitable organizations only
    field on the
    Supp
    screen.
  4. If Form 990-PF Part XV, Line 2 should be blank, go to the
    Supp
    screen and fill out the following statements:
    • Application format and required contents
      : Goes to Form 990-PF Part XV Line 2b
    • Submission deadlines
      : Goes to Form 990-PF Part XV Line 2c
    • Restrictions or limitations on awards:
      Goes to Form 990-PF Part XV Line 2d
    If you are unsure of what to enter in these fields, see the 990-PF instructions.
Chat now

error-icon

Triva isn't available right now.

Check out the support page for our phone number and hours

error-close