Contributor Information > Schedule A tab (990)

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Use this tab to enter data for Schedule A, Part II or Part III. The Schedule A tab does not affect the calculation of Schedule B.

Note: Data entered in this tab is used to calculate Schedule A, Parts II and III. Because data from Screen SchA is also used to calculate Schedule A, you should review Screen SchA for duplicate entries.

Fields & buttons

Exclude from 2% limitation

Mark this checkbox to exclude individual contributors from the 2% calculation on Schedule A, Part II.

Disqualified person

Mark this checkbox if the contributor is a disqualified person for Schedule A, Part III.

Excess contributions / Amounts from disqualified persons (Preceding years)

Enter the total amount of prior year contributions when total contributions for the five-year lookback period exceed 2% of total support, or enter amounts received from disqualified persons.

Excess contributions / Amounts from disqualified persons (Current year)

Amounts entered on the contribution tab are used for the current year. Enter current year contributions if different from the contribution tab. Any forced amount will not affect the calculation of Schedule B.


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