Level 2

Question

990/990-T with form 3800

Forum|Forum|1 year ago
January 13, 2025
3 replies
13 views

I have a client who built a building that qualifies for an energy investment credit. They hired a firm (similar to the ERC firms) to calculate the investment credit and send me the amounts for the form 3800 and form 3468. The problem is Proseries does not support these forms inside the 990/990-T so it is giving me an error saying that the return is required to be e-filed but it can't be e-filed because it requires form 3800. The only thing I can think of to do is fill out the 3468 and 3800 manually and attach it as a PDF. I did that and am now getting the original error and a new error saying there is an attachment of a form that's not supported. I can turn off error checking and e-file which is what the proseries support suggested I do when I called. Has anyone experienced this or have any other advice on what I should do?

ProSeries Professional

B

beanctr72

Level 3

Did you ever get resolution on this issue? We now have the same problem with an apparent inability to e-file.

M

mgstar85Author

Level 2

Not through Proseries. We tried mailing it in as allowed by Rev Proc 2024-39 but the IRS people didn't even look at it and sent it back because they are unfamiliar with their own Rev Procs. The firm that helped the client with all of the calculations ended up paying another firm to e-file it in a software that does support the forms. I believe it is cch axcess.

H

hikolieans

Level 3

I've encountered this same ProSeries issue before. 990-T e-filing does not cooperate with Form 3800, and will produce errors regardless if you attach it as a PDF or not.

In all honesty, the easiest ways I've handled this is to do either of the following:

Either turn off the error checking and e-file it anyway (the ProSeries way).
Or just paper file the return with 3800 and 3468 attached—much less aggravation.

Although the IRS instructions for Form 3800 are quite clear on handling these credits and attachments, it is worth reminding you to take a quick look (IRS Form 3800 Instructions).

Kathi_at_Intuit

Moderator

Hi @Paula - PS Tax

Thanks so much for taking the time to share all the details of your experience. We can only imagine how frustrating and exhausting this process has been. You've clearly worked hard and been patient to get this fixed. We know how important it's for you and your clients to have Form 3800 supported for e-filing with the 990/990-T.

We want to assure you that we have submitted your feedback to our ProSeries Development team, and they are actively reviewing this. Your detailed timeline and persistence have been extremely helpful in demonstrating how this impacts your workflow, others, and clients.

We know this has been a long journey, and we genuinely appreciate your continued partnership and understanding as the team works to evaluate and improve support for this form.

Thanks again for sharing your experience with us and for your patience!

**Click the 👍Thumbs up icon to say thanks on a post, and click Best Answer to mark the post that answered your question.**

P

PSTaxAccounting

Level 2

Kathi,

I want to say I REALLY appreciate your GENUINE response of understanding and assistance that seems to be so rare these days! Your assurance of escalating this ongoing issue to the Development Team gives me hope of a speedy remedy and restores some confidence of getting "true support" that we (tax professionals) need from Intuit.

Thank you!

~Paula

T

Terry53029

Intuit Community Champion

Not sure this will help, but you may give it a try. In attaching a pdf and e-filing choose other and just the form number (3800) in the description. I have noticed if I put the word "form 3800" I will get a rejection, but if I just put "3800" it goes through.

Sign up

Login with SSO

Let's get you signed in

Login with SSO

Scanning file for viruses.

This file cannot be downloaded