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Amending a 990 in ProSeries

by Intuit Updated 5 months ago

Before you start:

  • Entities which are mandated to e-file their tax return must also e-file any associated amended return electronically.
  • If you're e-filing you may pay a balance due by electronic funds withdrawal. You may not elect direct deposit of any amended refund.
  • Before starting we recommend making a backup of the original return. See How to copy or backup client files using ProSeries

To generate the amended return:

  1. Open the originally filed client's return
  2. If you are e-filing the amended return scroll down to Part VII - Electronic Filing Information. Check the Amended Return boxes for the federal.
  3. Activate the amended return:
    • For Form 990-EZ: Open Form 990-EZ check the box under item B for amended return.
    • For Form 990: Open Form 990, p1 check the box under item B for amended return.
    • For Form 990-PF: Open Form 990-PF, p1, check the box under item G for amended return.
    • For Form 990-T: Open Form 990-T, write Amended Return at the top.
  4. Make the needed changes to the original forms, schedules, and worksheets.
  5. Save the return.
  6. Run Final Review on both the federal and state return.
  7. If you will be mailing the amended return, print, and mail it to the service center where the original return was filed.
    • Include a statement that indicates the line numbers on the original return that were changed and give the reason for each change.

To e-file the amended return:

  1. Open return.
  2. PDF attachments that were transmitted with the original federal return aren't transmitted with the amended return. You must attach any applicable attachments to the amended return.
  3. If there is a balance due:
    1. Complete Part VIII - Electronic Funds Withdrawal Information by marking the electronic funds for amended Form boxes.
    2. Make sure the banking information is correct.
    3. Open the EF Info Wks.
    4. In the Enter the payment date to withdraw tax payment field enter the date the amended return will be transmitted.
  4. Run Final Review on federal and make sure the return is clear of errors
  5. Transmit the client from the EF Center Homebase or EF Now.
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