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ProSeries/990
Situation
How do I amend a 990 tax-exempt or non-profit return?
Solution
Forms 990-EZ, 990, 990-T, and 990-PF
- Open the originally filed return.
- From the File menu, select Save As. Save the return with a new name such as ClieX1234amend.07n. This keeps the original file intact.
- On Form 990-EZ or Form 990, p1, check the box under item B to indicate an amended return. On Form 990-PF, p1, check the box under item G to indicate an amended return. On Form 990-T, write Amended Return at the top.
- Make the necessary changes to the return. The amended return must provide all the information required by the form and instructions, not just the new or corrected information.
- For Form 990-T, include a statement that indicates the line numbers on the original return that were changed and give the reason for each change.
- Save and print the return. The completed return should be mailed to the service center where the original return was filed.