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Level 2
March 19, 2026
Question

Form 990 and state returns

  • March 19, 2026
  • 1 reply
  • 10 views

I file a nonprofit corporate Form 990 with UBI (greater than $1M UBI).  I have multistate filing requirements.  Lacerte only offers 3 states, (CA, IL, NY).  I have other states that have UBI filing requirements.  How do I file other states?  For example, LA does not have a form for UBI.  Form CIT-620 would be filed with a UBI worksheet.  While researching in Lacerte, it told me to create a 1120 and add the LA form.  Would this be the same with the other states? 

1 reply

sjrcpa
Level 15
March 19, 2026

Yes unless the state has its own UBIT form that is not in the 1120 module. In that case use a forms service or get from the state's website.

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