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Form 990

Filing 990 Return Types and Remitting Balance Due Payments

ONESOURCE Trust Tax allows you to paper file or e-file federal 990 return types with the IRS. E-filing is required for:
  • Form 990-N e-postcard.
  • Private foundations filing 250 or more returns for the calendar year ending with or within the foundation's tax year.
Federal 990 return types are e-filed through the IRS' 1041 Modernized e-File (MeF) platform. Payment for a Form 990-PF, 990-T or 4720 with a balance due is remitted using the Electronic Federal Tax Payment System (EFTPS) service.
You can e-file amended federal 990, 990-EZ and 990-PF returns beginning with tax year 2019, and you can e-file amended 990-T and 4270 returns beginning with tax year 2020. Federal 990 returns must be qualified for e-fling and any Electronic Filing Reject diagnostics must be cleared before the return can be e-filed.
You can e-file original and amended 990 state returns beginning with tax year 2019. Currently, only California (Form 199) is available for e-filing. California requires Form 199 to be e-filed and requires a copy of the federal 990, 990-EZ or 990-PF return. ONESOURCE Trust Tax recommends waiting until after the federal 990, 990-EZ or 990-PF return is e-filed and accepted before e-filing the California Form 199 return. California Form 199 returns must be qualified for e-filing and any Electronic Filing Reject diagnostics must be cleared before the return can be e-filed.
Paper filing with the appropriate state taxing authority is required for those states where e-filing is unavailable. See Printing Tax Returns for 990 Return Types if you are paper filing and did not print the tax returns as part of a processing request.

Printing Tax Returns for 990 Return Types

If you are paper-filing 990 return types and you did not print the tax returns as part of your processing request, you can submit a print request from a register. To submit a print request from a register:
  1. From the Register Listing page, select Run for the register that includes the accounts you want to print.
  2. Select the check box in the first column for each account you want to print. If you want to select all of the accounts in the register, do not select any check boxes.
  3. The following graphic shows four accounts are selected for processing:
  4. Select
    Print
     from the
    Register Action
     drop-down list.
  5. Select
    Tax Return
     from the
    Request
     drop-down list.
  6. Select
    Federal and state
    ,
    Federal Only
     or
    State Only
     from the
    Document Option
     drop-down list.
  7. If you are printing locally, select the
    Create a PDF file for each document
     option. Otherwise, select the
    Bulk Ship
     option.
  8. Select
    Submit
    .

This article applies to:

  • PRODUCT: ONESOURCE Trust Tax
  • Return type: 990 Exempt Organization