Amending an Exempt Organization return in Lacerte

This article will help you amend an Exempt Organization return for Form 990, Form 990-EZ, Form 990-PF, or Form 990-T in Lacerte.

How to amend an Exempt Organization return:

1. Under the Detail tab, go to Screen 74, Amended Return.
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).

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). Lacerte changes the wording on the client letter and filing instructions to reflect this requirement.
     • 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. Hold down Ctrl+E in Form 990/990-PF explanation (Ctrl+E).
9. Enter the reason for amending return.
10. Select OK.
11. Hold down Ctrl+E in Form 990-T explanation (Ctrl+E) (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.

See E-filing an amended business return for more information on e-filing.