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Amending an Exempt Organization return in Lacerte

by Lacerte Tax 2023 Updated 8 months ago

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).

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

  1. 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.
  2. Locate the Form 990-PF subsection (if amending Form 990-PF).
  3. Complete the applicable fields:
    1. Enter the Amount paid with original return.
    2. Enter the Overpayment for original return.
  4. Locate the Form 990-T subsection (if amending Form 990-T).
  5. Complete applicable fields:
    1. Enter the Amount paid with original return.
    2. Enter the Overpayment for original return.
  6. Hold down Ctrl+E in Form 990/990-PF explanation (Ctrl+E).
  7. Enter the reason for amending return.
  8. Select OK.
  9. Hold down Ctrl+E in Form 990-T explanation (Ctrl+E) (if applicable).
  10. Enter the reason for amending return.
  11. Select OK.
  12. 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.

Lacerte Tax

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