Drake Tax - 990: Part IV
Article #: 10859
Last Updated: November 03, 2025
Most of the questions for Part IV, Checklist of Required Schedules, can be answered on the two screens comprising screen 5 (press Page Down to access the second screen). Several questions must be answered elsewhere in the software. Details are shown below for each line number.
| Part IV Line Number | Screen to use in Drake Tax |
|---|---|
| 1 | Screen 1 - Section H "Tax-exempt Status" |
| 2 | Screen 1 - Line 2 "Mark this box if organization is NOT required to file Schedule B" |
| 3 | Screen 5, Part IV Checklist of Required Schedules |
| 4 | Screen 5, Part IV Checklist of Required Schedules |
| 5 | Screen 5, Part IV Checklist of Required Schedules |
| 6 | Screen 5, Part IV Checklist of Required Schedules |
| 7 | Screen 5, Part IV Checklist of Required Schedules |
| 8 | Screen 5, Part IV Checklist of Required Schedules |
| 9 | Screen 5, Part IV Checklist of Required Schedules |
| 10 | Screen 5, Part IV Checklist of Required Schedules |
| 11a | Part X, Line 10 of the balance sheet must be significant (D3 Screen) |
| 11b | Part X, Line 12 of the balance sheet must be 5% or more of its total assets on Part X, Line 16 |
| 11c | Part X, Line 13 of the balance sheet must be 5% or more than the total assets reported on Part X, Line 16 |
| 11e | Part X, Line 25 must be significant |
| 11f | Screen D > click the blue link for Schedule D Supplemental Info. For Reference, choose Schedule D13 - Footnote for Uncertain Tax Position under Fin 48 and enter an Explanation. |
| 12a | Screen 5, Part IV Checklist of Required Schedules |
| 12b | Screen 5, Part IV Checklist of Required Schedules |
| 13 | Schedule A, Line 2 |
| 14a | Screen 5, Part IV Checklist of Required Schedules |
| 14b | Screen 5, Part IV Checklist of Required Schedules |
| 15 | Screen 5, Part IV Checklist of Required Schedules |
| 16 | Screen 5, Part IV Checklist of Required Schedules |
| 17 | Screen 9a - Must have more than $15,000 of expenses for professional fundraising services on Part IX, column (A), Lines 6 and 11e |
| 18 | Screen 8 - Must have more than $15,000 total of fundraising event gross income and contributions on Part VIII, Lines 1c and 8a |
| 19 | Screen 8 - Must be more than $15,000 of gross income from gaming activities on Screen 8, Part VIII, Line 9a |
| 20a | Schedule H |
| 20b | 20a must be checked Yes and Screen 5, Part IV Checklist of Required Schedules, Line 20b Checked Yes |
| 21 | Screen 9a - Must report more than $5,000 on Part IX, Column A, Line 1 |
| 22 | Screen 9a - Must report more than $5,000 on Part IX, Column A, Line 2 |
| 23 | OFF Screen - Answer Yes to Part VII, Section A, Lines 3, 4, or 5 |
| 24a | Screen 5, Part IV Checklist of Required Schedules |
| 24b | Screen 5, Part IV Checklist of Required Schedules |
| 24c | Screen 5, Part IV Checklist of Required Schedules |
| 24d | Screen 5, Part IV Checklist of Required Schedules |
| 25a | Screen 5, Part IV Checklist of Required Schedules |
| 25b | Screen 5, Part IV Checklist of Required Schedules |
| 26 | Screen 5, Part IV Checklist of Required Schedules |
| 27 | Screen 5, Part IV Checklist of Required Schedules |
| 28a | Screen 5, Part IV Checklist of Required Schedules |
| 28b | Screen 5, Part IV Checklist of Required Schedules |
| 28c | Screen 5, Part IV Checklist of Required Schedules |
| 29 | Screen 8 - Must have over $25,000 on Part VIII, Statement of Revenue, Part VIII |
| 30 | Screen 5, Part IV Checklist of Required Schedules |
| 31 | Screen 5, Part IV Checklist of Required Schedules |
| 32 | Screen 5, Part IV Checklist of Required Schedules |
| 33 | Screen 5, Part IV Checklist of Required Schedules |
| 34 | Screen 5, Part IV Checklist of Required Schedules |
| 35a | Screen 5, Part IV Checklist of Required Schedules |
| 35b | Screen 5, Part IV Checklist of Required Schedules |
| 36 | Screen 5, Part IV Checklist of Required Schedules |
| 37 | Screen 5, Part IV Checklist of Required Schedules |
| 38 | Schedule O with Schedule numbers O12 and O18 |