990 - EF Message 5206 PIN, Officer's Name, and Title



How do I clear EF Message 5206 in a 990 return? How do I get the officer’s name and title to appear on page 1?
 

EF Message 5206 states:

REQUIRED SIGNATURE FIELDS: If the Return Signature Option "PIN Signature" is selected at Setup > Preparer(s), then the following fields are required on the PIN screen:
* "ERO PIN"
* "Officer PIN"
* "Signature"
* "Title"
* "Signature Date"
The PIN cannot be fewer than five digits and cannot contain letters or symbols. (IRS business Rule R0000-029.)REMINDER: A PIN screen is required when filing Form 8868 with a payment.

To clear this EF Message and have the officer's information appear on page 1 of Form 990, ensure that: 

  • The ERO PIN, Officer PIN, and Signature Date fields are completed on the PIN screen, and
  • The NameTitle, and Address fields are completed on the OFF screen.
    • Be sure to select the Signs Return and Principal officer (Form 990, item F) fields on the OFF screen.