Generate Form 990-N
Small tax-exempt organizations that didn't previously need to file a return may need to file Form 990-N, Electronic Notice (e-Postcard) for Tax-Exempt Organizations not Required To File Form 990 or 990-EZ. This filing requirement applies to tax periods beginning after December 31, 2006.
You can file Form 990-N in lieu of Forms 990 or 990-EZ, but not for organizations that need to file a 990-PF.
note
- The following FYI diagnostic message will generate when Form 990-N is calculated:Form 990-N is calculated and must be electronically filed, in lieu of form 990 or Form 990-EZ. IF you do NOT wish to calculate Form 990-N, review Options #2 and #4.
- Forms 8453-EO and 8879-EO are not needed for Form 990-N, and won’t generate when filing Form 990-N.
- The Electronic Filing tab in CS Connect displays the return as 990 US, not 990 N, or 990N.
- You can file this form for current-year returns and up to 2 prior-year returns.
Follow these steps to generate Form 990-N:
- Select theGeneralfolder, then the990screen tab.
- Go to the Return Options section. Select1in theForm 990-N and financial data reportingfield. When you select this option, UltraTax CS automatically marks theFile Form 990 / 990-EZ / 990-PF return or 990-N postcard electronicallyfield on the ELF screen and prepares data for electronic filing only. No forms will generate to print.
- Enter all organization Information and fiscal year-end information on the 990 screen.
- SelectView,Contributor/Officer, thenOfficer Information. Enter all officer information. Make sure to mark thePrincipal Officercheckbox for one of the officers.
