ProSeries Tax Idea Exchange

The IRS will not allow paper filed returns for the 990 starting in January 2022.

Please update your software so Form 990 clients can file short year and 2 tax returns in the same year when a Form 990 client changes its year end. This is still a valid issue for 2022 and 2023.

I have been calling proseries for over a year waiting for the updates.

Thanks for the idea to "update software so Form 990 clients can file short year and 2 tax returns in the same year when a Form 990 client changes its year end.". We are changing the status to "Open for voting".

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Comments

Level 15

For the heck of it, I'll cast a vote even though when the polls close, I could just have well voted for free software. These Intuit polling places always seem to be rigged.

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Level 1

I have updated Proseries and it still won't allow me to file an extension for a short year 990. I filed a calendar year 990 for 2023. The client has since changed their year end to 6/30. How do I file an extension since the due date is tomorrow?

Level 15

I don't know the technically correct answer, but since you can't e-file one all you can do is paper file the extension. Then the bigger issue comes when you try to file the actual 990 since the software won't let you do it.

Level 1

Thanks for the response, IronMan. I did mail the extension. Does anyone have any advice for filing the return. I'm in a quandary since the IRS requires 990's to be e-filed but I can't E-file 2 returns for the same year.

Any advice is appreciated. At this point I may just have to paper file the return and hope for the best.

Level 15

Since the software won't allow e-filing the return, I would do what you are thinking about doing. We aren't magicians so we can't e-file something that the software won't allow us to do. I would paper file along with a friendly note explaining the situation ---------- just in case someone at the IRS can read.