Contributor Information > Contribution tab (990)

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Use this tab to enter cash and non-cash contributions reportable on Schedule B for both Form 990 and 990-PF.

Fields & buttons

Contribution Amounts

Enter the amount of cash contributions that have already been reported in Screen Event-2 or Even-2PF. Do not duplicate amounts entered in the previous field, Cash Contribution.

Select the code from the drop-down list to describe the type of contribution. UltraTax CS defaults the type of contribution to Person. UltraTax CS needs this information for Schedule B, Part I, column (d).

Enter the date received, description, noncash value, and fair market value (if different) for each non-cash contribution. Enter X if the item was contributed at a special event and also reported in the total in Screen Event-2 or Even-2PF. Use multiple lines for descriptions, as needed.

Other Information

Select the description of the type of contribution from the drop-down list. UltraTax CS defaults to Other. UltraTax CS needs this information for Form 990, Part VIII, line 1. This information is not applicable to Form 990-PF.

Select the type of contribution from the drop-down list for organizations that maintain donor advised funds or other similar funds or accounts. UltraTax CS needs this information for Schedule D (Form 990), Page 1, Part I.

Use this field only if you are preparing a return with UltraTax/990-NY. Mark this checkbox if the contribution is received from a governmental entity. UltraTax CS uses this information on New York Form CHAR 500, Page 3.

UltraTax CS automatically determines whether the contribution entered is required to be reported on Schedule B. Mark this checkbox to force a contribution to Schedule B. This field is applicable only to exempt organizations other than section 501(c)(7), (8), or (10).

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