Level 5

Question

Has anyone mailed a short year final 990EZ/990T return to the IRS?

Forum|Forum|1 month ago
May 13, 2026
3 replies
1 view

Despite the IRS requirement, Proseries does not provide the ability to e-file a 2026 short year final 990 using the 2025 software. The client and I are unable to wait a year for 2026 software so how are we supposed conform to the e-file mandate?

Has anyone paper-filed in this situation? If so, was the paper return processed or rejected by the IRS?

Thinking of attaching a letter of explanation saying Proseries doesn't accommodate the IRS requirement.

Does anyone know of another inexpensive, one-time software provider to fill the gap? (Interestingly, but not surprising, Intuit is listed as an approved e-file provider for this situation--and when you click the IRS link, you end up at the Proseries page trying to sell their software.) Two other providers I surveyed from the IRS list also do not handle short year final returns.

And now the venting: I realize this is not a frequent need, but nonetheless it should be handled by Proseries when the IRS explicitly requires e-filing. (Please don't refer me to the useless user enhancement voting list.)

Thanks!

ProSeries Professional

sjrcpa

Level 15

Perhaps Form990.org

The more I know the more I don’t know.

C

curt1Author

Level 5

Thanks but form 990.org doesn't handle 2026 short year final return e-filing. Seems that only the comprehensive (expensive) tax platforms have this functionality.

IRonMaN

Level 15

The issue is posted here a few times every year. Paper file the return. Not being able to e-file because of the short year is a legit excuse.

Slava Ukraini!

J

jeff_corrie

Level 2

This is HUGE issue and Proseries needs to resolve it. I did mail one short year 990 in and it caused a mess of issues. What I did when this issued occurred a second time, I used Urban Institute 990 e-filing system - a bit of a pain, but it went through on a short year and I had no problems. Good luck!

C

curt1Author

Level 5

Thanks for the input! Looks like Urban Institute is now Form 990.org, which does not handle 990T's.

May I ask what kind of issues arose when you the mailed short year 990? Did the IRS reject the hardcopy and send it back to you or the client? How was is eventually resolved?

sjrcpa

Level 15

"The client and I are unable to wait a year for 2026 software "

Why?

The more I know the more I don’t know.

C

curt1Author

Level 5

When you go to a restaurant do you want to wait a year to get your food? Not trying to be a smart alec but waiting a year is unacceptable when you want/need to wrap up the dissolution and move on. Perhaps I'm missing something?

sjrcpa

Level 15

I don't think any exceptions to mandatory efiling apply here. See IRS Pub 4163 page 22

I think you have to wait.

The more I know the more I don’t know.

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