How to Resolve IRS Rejection, Missing Document: Schedule A

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IRS Rejection Reasons

#1: Missing Document: If Form 990, Part IV, Line 1, checkbox "Yes" is checked, then Schedule A (Form 990 or 990-EZ) must be present in the return.

RuleNum: F990-111-01

#2: Missing Document: If form 990, either Item I checkbox "501(c)(3)" is checked or Item I checkbox "4947(a)(1)" is checked, then one Schedule A (Form 990 or 990-EZ) must be present in the return.

RuleNum: F990-167-01

Issue: Schedule A is not present in the return. The client did not choose a Public Charity Status.

Resolution:

1. Navigate Basic Data -> General Information -> Basic Information -> Public Charity Status
2. Click on the drop down menu to choose a Public Charity Status
3. Click "Save" in the Tools Bar
4. Resubmit the return

Circular 230 Disclosure

To ensure compliance with requirements imposed by the IRS, we inform you that any tax advice contained in this software (including any reports or downloads) is not intended or written to be used and cannot be used for the purposes of (i) avoiding penalties under the Internal Revenue Code or (ii) supporting, promoting, marketing or recommending to another party any transaction or matter addressed herein. This software is for informational purposes only and should not be regarded as tax advice. Please consult your tax advisor or attorney for guidance on your individual tax situation.

Related to

• Schedule A

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