Form 990 Private Foundation

[Tentman]

My first time doing a form 990 PF for 2020 Tax Year.  Return rejects with a message about "the filing period for the return not matching what is in the efile data base".  Taxpayer informs me that the employer ID number was assigned on Dec 15, 2020.  So, I try to change from calendar year to short year using dates of Dec 15, 2020 - Dec 31, 2020.  Then I get an error message on page 1 of form 990PF, in item B where there are 6 boxes that can be checked for address change, name change, initial return, final return, amended return, and application pending.  Regardless of which boxes I check, there's an error message.  This error message came up when I changed from calendar year to short year in the information worksheet.

Any advice would be very much appreciated.

Thanks

Tent Man

[sjrcpa]

Step 1 - Get the EIN letter from the client and see what year end is on it.

[sjrcpa]

Step 2 - Get a copy of the exemption application and see when they said they began operations.