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rootesrooter
Level 4
December 7, 2019
Solved

I forgot to attach a statement to an e-filed 990-PF? Can I send it separately? Or do I need to file an amended return?

  • December 7, 2019
  • 11 replies
  • 42 views
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Best answer by sjrcpa

How important is it?

11 replies

sjrcpa
sjrcpaAnswer
Level 15
December 7, 2019

How important is it?

The more I know the more I don’t know.
rootesrooterAuthor
Level 4
December 7, 2019
3 people found this answer "helpful."  Why?  You didn't provide an answer!
IRonMaN
IRonMaN
Level 15
December 7, 2019

How about a different twist - will the IRS consider it important?  Over the years here I have learned that folks attach a lot of crap to returns that they think is important but the IRS doesn't necessarily agree. 

Slava Ukraini!
rootesrooterAuthor
Level 4
December 7, 2019
OK, I'll make it as easy as possible. The IRS requires lists of securities held to be attached to Form 990-PF. I forgot to attach the lists.  Is there a mechanism in Lacerte that allows me to send the lists after the fact or do I have to file an amended return?
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