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Level 2
April 24, 2026
Question

Form 990-PF, Part XIV Line 2

  • April 24, 2026
  • 1 reply
  • 0 views

Even though I entered the information on the software, ProSeries is listing 'See Supplementary Information Statement' for lines 2(a-d).  That's fine, except there is no supplementary information statement generated.  Very frustrating that we can't say directly to ProSeries 'hey, there's an issue that needs corrected' but have to make a 'suggestion' and that if you call, the person you talk to has to also make a 'suggestion'.  I spent over an hour earlier this week on the phone with tech support trying to deal with another issue on this same return, as the continuation statement for grants is printing wonky (columns labeled: 'Rela', 'tion', 'ship', etc.)  I may need to paper-file this particular return so I can create my own schedules.  I don't have another hour to spend on the phone to end up with 'suggestions'. 

I'm usually very happy with ProSeries, but not in this case.

  

1 reply

sjrcpa
Level 15
April 24, 2026

FYI I don't think you are allowed to paper file anything in the 990 series.

 

The more I know the more I don’t know.
SEKAuthor
Level 2
April 24, 2026

Noted, and I stand corrected.  I may need to extend if this isn't fixed soon.

Moderator
April 28, 2026

Hi @SEK Our development team is taking a look at this. I will post an update here when I have more information. I'm sending you a DM with some questions and more information.