Form 990-T efile mandate

Forum|Forum|5 years ago
March 29, 2021
2 replies
20 views

IRS issue an Update on mandatory electronic filing of Form 990-T-

Any 2020 Form 990-T with a due date on or after April 15, 2021, must be filed electronically and not on paper. A limited exception applies for 2020 Form 990-T returns submitted on paper that bear a postmark date on or before March 15, 2021.

The 2020 Lacerte program still issues a Critical Diagnostic indicating Form 990-T cannot be file electronically. How can we determine when or if Lacerte will comply with this mandate?

Lacerte Tax

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Best answer by IntuitBettyJo

Thank you for the suggestion! Unfortunately I just looked at the return again and there is no "Other" option to choose for attachments for the 990/990T. There is a specific box to check to send the PDF attachment with the Form 990T but it must be broken...

Hi there,

Regarding the 2020 EXM US 990T E-File Reject F990T-037 Looking for Form 4136 - IRS Notice Received When Paper Filed

When filing a paper return due to a software limitation, contact the IRS e-File Help Desk at (866) 255-0654 and get authorization to file the paper return. This unexpected behavior has been determined to be working as designed. The current diagnostic experience is under review to determine if additional enhancements can be utilized to improve this experience.

If you receive letters for penalties due to software limitation, inform the IRS of the software limitation for reasonable cause.

Hope this helps!

-Betty Jo

T

TylorValdez1

Level 6

The diagnostic is erroneous. As long as you have 990-T check for efile in screen 1 you will be fine. You may disregard the diagnostic. In the efile wizard the 990-T is the same as US UBIT.

K

kgreen8393

Level 6

However the program does not prepare Form 8879-EO for the signature on the E-File Authorization Form, nor do the filing instructions state the return is being E-Filed. I was on the phone today with support and they stated development told them that the Lacerte program adjustments have not yet been approved by the IRS.

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jenniferfarris

Level 2

That's an interesting note because I noticed there are still several issues with the Form 990-T that I need to file. Perhaps once the IRS approves, there will be an update rolled out that addresses these as well.

J

jenniferfarris

Level 2

I filed my 990-T electronically last year but for some reason it's still in draft form for 2021. How long is this going to take? There is no reason that it's taking so long for it to be final when this isn't the first year anymore.

willatbird

Level 5

How did you manage to do that? I just tried to eFile a 990T for 2020 (October FYE) and it said that the 990T can't be filed because of a defect in the software which will be corrected in a future release.

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