How to generate or prepare a short year return in ProConnect Tax

Table of contents:

For a partnership return:

1. From the Input Return tab, go to General ⮕ Miscellaneous Information. 
2. Scroll down to the Tax Year Information subsection.
3. Select the box Short tax year for depreciation (if applicable).
4. Enter the Beginning fiscal year [O] (M/D/YYYY).
5. Enter the Ending fiscal year [O] (M/D/YYYY).
6. Enter the number of months in Number of months, if short tax year.
7. Select Print "Short Year 20YY" (if applicable).

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For a corporate return:

1. From the Input Return tab, go to General ⮕ Miscellaneous Information.
2. Scroll down to the Tax Year Information subsection.
3. Select the box Short tax year for depreciation (if applicable).
4. Enter the Beginning fiscal year [O] (M/D/YYYY).
5. Enter the Ending fiscal year [O] (M/D/YYYY).
6. Enter the number of months in Number of months, if short tax year.

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For a S-corporate return:

1. From the Input Return tab, go to General ⮕ Miscellaneous Information.
2. Scroll down to the Tax Year Information subsection.
3. Select the box Short tax year for depreciation (if applicable).
4. Enter the Beginning fiscal year [O] (M/D/YYYY).
5. Enter the Ending fiscal year [O] (M/D/YYYY).
6. Enter the number of months in Number of months, if short tax year.

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For a fiduciary return:

1. From the Input Return tab, go to General ⮕ Miscellaneous Information.
2. Select the box Short tax year for depreciation (if applicable).
3. Enter the Beginning fiscal year [O] (M/D/YYYY).
4. Enter the Ending fiscal year [O] (M/D/YYYY).
5. Enter the number of months in Number of months (negative to annualize){}.

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For a exempt organization return:

1. From the Input Return tab, go to General ⮕ Misc. (990-N, 990, 990-PF, 990-T).
2. Scroll down to the Tax Year Information subsection.
3. Select the box Short tax year for depreciation (if applicable).
4. Enter the Beginning fiscal year [O] (M/D/YYYY).
5. Enter the Ending fiscal year [O] (M/D/YYYY).
6. Enter the number of months in Number of months, if short tax year.

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If I've already e-filed the 2025 tax return in ProConnect 2025, can I e-file a Short Year 2026 return from ProConnect 2025?

No, each year can only e-file one non-amended filing for each tax year. Since the ​2025​ tax return was e-filed, you would not be able to file the short year 2026 return from ProConnect 2025 as it would be the second return using the 2025 forms.

You will need to either paper file the 2026 return, or wait for the ProConnect 2026 program to be released with final forms, and e-file the 2026 return from ProConnect 2026.

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