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This article applies to:

Product: UltraTax CS
Return type: 990 Exempt Organization

Change 990 client to a 990PF client without a new return

Open the existing 990 client.

Select File
, then Properties
.

Select Private Foundation
from the dropdown list, then OK

note

You can use similar steps to change a 990PF client to a regular 990 client.

Some input screens are specific to 990 and 990PF returns, so you might need to enter more data as needed.

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