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I don't need Schedule B. How do I remove it from Form 990-PF?

If your organization received less than $5,000 in total contributions during the tax year, you're not required to file Schedule B (Schedule of Contributors) with your return.

In Tax990, Schedule B is handled depending on your chosen filing method:

  • If you opt for Form-based filing, you'll need to indicate that Schedule B is not required manually by checking line 2 of Part I, and it will be excluded accordingly. 

  • If you opt for Interview-style filing, we’ll automatically determine whether Schedule B applies or not based on your answers. If not, we’ll automatically remove Schedule B from your return.

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