Amending an exempt organization return (990) in ProConnect Tax

This article will help you create and file an amended return for Form 990, Form 990-EZ, Form 990-PF, or Form 990-T in ProConnect Tax.

If you are looking for how to amend a different return type, select your return type below:

How to amend an Exempt Organization return:

1. Go to Input Return ⮕ Miscellaneous Forms ⮕ Amended Return > Federal (990, 990-PF, 990-T)
2. Select the applicable box:
   • Amended Return (990, 990-PF) (This will select the box on Form 990 or 990-EZ, Item B, or select the box on Form 990-PF, Item G).
   • Amended Return (990-T) (This will print "Amended Return" under Form 990-T).

If you're amending Form 990 due to missing Elections, select the box labeled Filing pursuant to section 301.9100-2

3. Select the box labeled Federal Amended Tax Due Must be Electronically Deposited (if applicable).
   • Select this box if you must e-file the amended tax through the Electronic Federal Tax Payment System (EFTPS).
     • If you're amending Form 990/990-EZ, skip to step 8.
     • If you're amending Form 990-PF, continue with steps 4–5 and then skip to step 8.
     • If you're amending Form 990-T, skip steps 4–5 and continue with step 6.
4. Locate the Form 990-PF subsection (if amending Form 990-PF).
5. Complete the applicable fields:
   1. Enter the Amount paid with original return.
   2. Enter the Overpayment for original return.
6. Locate the Form 990-T subsection (if amending Form 990-T).
7. Complete applicable fields:
   1. Enter the Amount paid with original return.
   2. Enter the Overpayment for original return.
8. In Form 990/990-PF explanation click to expand.
9. Enter the reason for amending return.
10. Select OK.
11. In Form 990-T explanation click to expand (if applicable).
12. Enter the reason for amending return.
13. Select OK.
14. Enter the applicable changes in the appropriate screen(s) for the amended return.