990 short year filing

For the heck of it, I'll cast a vote even though when the polls close, I could just have well voted for free software.  These Intuit polling places always seem to be rigged.

Thanks for the idea to "update software so Form 990 clients can file short year and 2 tax returns in the same year when a Form 990 client changes its year end.". We are changing the status to "Open for voting".

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I have updated Proseries and it still won't allow me to file an extension for a short year 990.  I filed a calendar year 990 for 2023.  The client has since changed their year end to 6/30.  How do I file an extension since the due date is tomorrow?

I don't know the technically correct answer, but since you can't e-file one all you can do is paper file the extension.  Then the bigger issue comes when you try to file the actual 990 since the software won't let you do it.

Thanks for the response, IronMan.  I did mail the extension.  Does anyone have any advice for filing the return.  I'm in a quandary since the IRS requires 990's to be e-filed but I can't E-file 2 returns for the same year.

Any advice is appreciated.  At this point I may just have to paper file the return and hope for the best.

Since the software won't allow e-filing the return, I would do what you are thinking about doing.  We aren't magicians so we can't e-file something that the software won't allow us to do.  I would paper file along with a friendly note explaining the situation ---------- just in case someone at the IRS can read.

Anyone have any luck here? The short period paper 990 was rejected/returned to us by the IRS with a copy of the letter explaining the e-file issue and the 4 IRS agents I spoke to with no help. I'm at a loss for what to do

File it on paper.

@sjrcpa I did. The IRS mailed it back and rejected it and said it needed to be e-filed even though I explained why I wasn't able to (ProConnect rejects the 2nd e-file with the same EFIN that isn't amended)

Evidently they don't read their own publications.  Check out pub 4164 starting on page 42 and ending on page 44.  Maybe send that along with the paper filed 990.

https://www.irs.gov/pub/irs-pdf/p4164.pdf