Drake Tax – Federal 990: Screen List
Article #: 20052
Last Updated: July 22, 2025
The following table lists forms supported in the federal 990 package and the screens used to complete them.
| Form | Description | Screen Link |
|---|---|---|
| Election Options | ELEC | |
| Name, Address, and General Info. | 1 | |
| 990, Part I | Summary | 2 |
| 990, Part III | Statement of Program Service Accomplishments |
3 4 |
| 990, Part IV | Checklist of Required Schedules |
5 5 > Page Down |
| 990, Part V | Statements Regarding Other IRS Filings and Tax Compliance |
6 6 > Page Down |
| 990, Part VI | Governance, Management, and Disclosure |
7 7 > Page Down |
| 990, Part VII | Compensation of Officers, Directors, Trustees, Key Employees, Highest Compensated Officers, and Independent Contractors | OFF |
| Compensation of Independent Contractors |
IND IND > Page Down |
|
| 4562 | Depreciation and Amortization (Including Information on Listed Property) | DEPR |
| 990, Part VIII | Statement of Revenue | 8 |
| 990, Part IX | Statement of Functional Expenses |
9A 9B |
| 990, Part X | Balance Sheet |
10A 10B 10B > Page Down |
| 8697 | Interest Computation Under the Look-Back Method for Completed Long-Term Contracts | 8697 |
| 4797 | Sales of Business Property | 4797 |
| Schedule A | Public Charity Status and Public Support |
A A2 A3 A4 A4 > Page Down A5 |
| Schedule B | Schedule of Contributors | B |
| Schedule C | Political Campaign and Lobbying Activities |
C C1 C2 C3 |
| Schedule D | Supplemental Financial Statements |
D D1E D2 D3 D4 D5 |
| 990-PF | Balance Sheets | SCH55 |
| 990-PF | Additional Information | 51 |
| 990-PF, Part I | Analysis of Revenue and Expenses |
52 SCH5 SCH7 SC50 |
| 2439 | Notice to Shareholder of Undistributed Long-Term Capital Gains | 2439 |
| 990-PF, Part II | Assets and Liabilities |
53 54 SC14 SC52 SC54 |
| 990-PF, Part V | Excise Tax Based on Investment Income | 56 |
| 990-PF, Part VI-A | Statements Regarding Activities |
57 SC21 SC56 SC5 SC60 |
| 990-PF, Part VI-B | Statements Regarding Activities for Which Form 4720 May Be Required |
58 SC58 |
| 990-PF, Part VIII-A and VIII-B |
Summary of Direct Charitable Activities Summary of Program-Related Investments |
59 59 > Page Down |
| 990-PF, Part X |
Distributable Amount |
60 |
| 990-PF, Part XI |
Qualifying Distributions |
60 |
| 990-PF, Part XII | Undistributed Income | 60 > Page Down |
| 990-PF, Part XII | Private Operating Foundations | 62 |
| 990-PF, Part XIV | Supplementary Information | 63 |
| 990-PF, Part XV-A | Analysis of Income-Producing Activities |
64 68 |
| 990-PF, Part XV-B | Relationship of Activities to the Accomplishment of Exempt Purposes |
65 65 > Page Down |
| 990-PF, Part XVI | Information Regarding Transfers to and Transactions and Relationships With Noncharitable Exempt Organizations |
66 66 > Page Down |
| 8868 | Application for Extension of Time To File an Exempt Organization Return | 8868 |
| 4720 | Return of Certain Excise Taxes Under Chapters 41 and 42 of the Internal Revenue Code |
4720 4720 > Page Down SCO EVNT EVNT > Page Down FMCH |
| Schedule H | Hospitals |
H H2 H3 H4 H5 H5 > "Part V -2" tab H5 > "Part "V-3" tab H6 |
| 5471 | Information Return of U.S. Persons With Respect To Certain Foreign Corporations |
5471 PERS SUPP |
| Schedule A (Form 5471) | Stock of the Foreign Corporation | SCHA |
| Schedule B (Form 5471) | Shareholders of Foreign Corporation | SCHB |
| Schedule C (Form 5471) | Income Statement | 5471 > Sch. C tab |
| Schedule E (Form 5471) | Income, War Profits, and Excess Profits Taxes Paid or Accrued |
SCHE EIII |
| Schedule F (Form 5471) | Balance Sheet |
5471 > SCHF |
| Schedule G (Form 5471) | Other Information |
5471 > 5471 > SCHG |
| Schedule M (Form 5471) | Transactions Between Controlled Foreign Corporation and Shareholders or Other Related Persons |
5471 > 5471 > |
| Schedule O (Form 5471) | Information Return of U.S. Persons With Respect to Certain Foreign Corporations |
O1 O2 |
| Schedule I (Form 5471) | Summary of Shareholder’s Income From Foreign Corporation |
SCHI SCHI > "Sch I Worksheet A" tab SCHI > "Sch I Worksheet B" tab |
| Schedule J (Form 5471) | Accumulated Earnings and Profits |
SCHJ SCHJ > "Prv Tax EP (i)(iv)" tab SCHJ > "Prev Tax EP (v)" tab SCHJ > "Prev Tax EP (vi - viii)" tab SCHJ > "Prev Tax EP (ix - x)" tab |
| Schedule E-1 (Form 5471) | Taxes Paid, Accrued, or Deemed Paid on Accumulated Earnings and Profits (E&P) of Foreign Corporation |
E1 E1 > "Prev. Taxed E and P (i) -(iv)" tab E1 > "Prev. Taxed E and P (v)" tab E1 > "Prev. Taxed E and P (vi - viii)" tab E1 > "Prev. Taxed E and P (ix) - (x) EIII |
| Schedule P (Form 5471) | Information Return of U.S. Persons With Respect to Certain Foreign Corporations |
SCHP SCHP > Sch P, Previously Taxed E & P (a - e) SCHP > Sch P, Previously Taxed E & P (f) SCHP > "Sch P, Previously Taxed E&P (gg) through (j) |
| Affiliate Listing | SCH4 | |
| SCH3 - Other Items | SCH3 | |
| Supplemental Information and General Explanation Attachment | SCH2 | |
| 4136 | Credit For Federal Tax Paid On Fuels |
4136 4136 > Page Down |
| 2848 | Power of Attorney and Declaration of Representative |
2848 POA |
| 8822-B | Change of Address or Responsible Party - Business | 8822 |
| 990-PF, Part IX | Reduction Claimed for blockage | SC59 |
| 8912 | Credit to Holders of Tax Credit Bonds | 8912 |
| 8911 | Alternative Fuel Vehicle Refueling Property Credit | 8911 |
| Schedule R | Related Organizations and Unrelated Partnerships |
R R2 R3 |
| 990-EZ, Part I | Revenue, Expenses, and Changes in Net Assets or Fund Balances |
SC40 21 |
| 3800 | General Business Credit |
3800 CRED |
| 990-EZ, Part II | Balance Sheets |
SC42 22 |
| 8879 | IRS e-file Signature Authorization | PIN |
| Federal and State EF Selections | EF | |
| 990-EZ, Part V | Other Information | 23 |
| 990-EZ, Part VI | Section 501©(3) and 4947 (a)(1) Organizations Only | 24 |
| High-Paid Individuals | COMP | |
| 990-PF, Part XIV | Supplementary Information | SC61 |
| 990-PF, Part IV | Capital Gains and Losses for Tax on Investment Income | 55 |
| 990-T | Additional Information |
80 INFT |
| 990-T, Part II | Tax Computation | 81 |
| 990-T, Part III | Tax and Payments | 82 |
|
Schedule A 990-T |
Unrelated Trade or Business Income |
84 INFS |
|
Schedule A 990-T, Part III |
Cost of Goods Sold | 85 |
|
Schedule A 990-T, Part IV |
Rent Income | 86 |
|
Schedule A 990-T, Part Vi and VII |
Interest, Annuities, Royalties, and Rents from Controlled Organizations | 87 |
|
Schedule A 990-T, Part VII |
Investment Income of a Section 501(c)(7), (9), or (17) Organization | 87 |
|
Schedule A 990-T, Part VIII |
Exploited Exempt Activity Income, Other Than Advertising Income | 88 |
| 5884 | Work Opportunity Credit | 5884 |
| 8941 | Credit for Small Employer Health Insurance Premiums | 8941 |
| 8826 | Disabled Access Credit | 8826 |
| 8932 | Credit for Employer Differential Wage Payments | 8932 |
| 8609 | Low-Income Housing Credit Allocation and Certification | 8609 |
| 8609-A | Annual Statement | 8609 |
| 8846 | Credit for Employer Social Security and Medicare Taxes Paid on Certain Employee Tips | 8846 |
| 8864 | Biodiesel and Renewable Diesel, or Sustainable Aviation Fuels Credit | 8864 |
| 8938 | Statement of Specified Foreign Financial Assets |
8938 FRGN CO38 SPEC |
| FinCEN Form 114 | Report of Foreign Bank and Financial Accounts |
114 FRGN |
| 6478 | Biofuel Producer Credit | 6478 |
| 990-W | Estimated Tax Worksheet on Unrelated Business Taxable Income for Tax-Exempt Organizations | W |
| Schedule F | Statement of Activities Outside the United States |
F F2 |
| Schedule J | Questions Regarding Compensation | J |
| Schedule G | Supplemental Information Regarding Fundraising or Gaming Activities |
G G2 G3 |
| Schedule K | Information on Tax Exempt Bonds |
K K > Page Down K2 |
| Schedule L | Transactions with Interested Persons | L |
| Schedule I | Grants and Other Assistance to Organizations, Governments, and Individuals in the U.S. |
I I2 |
| Schedule E | Schools | E |
| Schedule M | Noncash Contributions | M |
| 8925 | Report of Employer-Owned Life Insurance Contracts | 8925 |
| Schedule N | Liquidation, Termination, Dissolution, or Significant Disposition of Assets |
N N2 |
| General Business Credit Carryforwards and Carrybacks | GBC | |
| 3115 | Application for Change in Accounting Method |
3115 3115 > Part II 3115 > "Parts III, IV" tab 3115 > A, B, C 3115 > D - Parts I, II 3115 > D - Part III 311E ATT ATT2 |
| 843 | Claim for Refund and Request for Abatement |
843 843 > "Line 7 cont." tab |
| 8976 | Notice of Intent to Operate Under Section 501(c)(4) | 8976 |
| Schedule H (Form 5471) | Current Earnings and Profits | SCHH |
| 14039-B | Business Identity Theft Affidavit | 1403 |
| Short Year Elections | Year | |
| 8949 | Sales and other Dispositions of Capital Assets |
8949 |
| Schedule R (Form 5471) | Distributions From a Foreign Corporation | SCHR |
| 1118 | Foreign Tax Credit—Corporations |
18A 18B GEA A12 CCS GEA RRE |
| Schedule C (Form 1118) | Tax Deemed Paid With Respect to Section 951(a)(1) Inclusions by Domestic Corporation Filing Return (Section 960(a)) | 18C |
| Schedule D (Form 1118) | Tax Deemed Paid With Respect to Section 951A Income by Domestic Corporation Filing the Return (Section 960(d)) | 18D |
| Schedule E (Form 1118) | Tax Deemed Paid With Respect to Previously Taxed Earnings and Profits (PTEP) by Domestic Corporation Filing the Return (Section 960(b)) |
18E1 18E2 |
| Schedule G (Form 1118) | Reductions of Taxes Paid, Accrued, or Deemed Paid | 18G |
| Schedule I (Form 1118) | Reduction of Foreign Oil and Gas Taxes | 18I |
| Schedule J (Form 1118) | Adjustments to Separate Limitation Income (Loss) Categories for Determining Numerators of Limitation Fractions, Year-End Recharacterization Balances, and Overall Foreign and Domestic Loss Account Balances |
18J 18J > "Other Income Additional Information" tab 18J > "1118 Schedule J Part II - IV" tab |
| Schedule K (Form 1118) | Foreign Tax Carryover Reconciliation Schedule | 18K |
| Paycheck Protection Program (PPP) Loans Received or Accrued |
PPP PPP2 |