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Filing

File 990-T extension

Extension form 8868 for the 990-T will only print if there's enough data entry for the 990-T to calculate.
Enter the following to calculate 990-T:
  1. Set up 1 or more unrelated business activities in the
    990-T Activities
     folder with a description and unrelated business code on the
    ActivT
     screen.
  2. Enter 1 or more income items on the
    Income
    ,
    IncomePF
    ,
    Event
    ,
    Event-PF
    , or
    Rent
     screen. Identify income items as taxable by using an unrelated business activity code.
  3. Make sure 1 of the following is true:
    • The sum of the unrelated income amounts (Form 990-T, Page 2, Line 33) is greater than or equal to $1,000.
    • The current-year overpayment (Form 990-T, Part V, line 54) equals at least $1.
The following exceptions will also calculate the 990-T:
  • When proxy tax is due on Form 990-T, Part IV, related to lobbying activities (section 501(c)(4), 501(c)(5), or 501(c)(6) organizations).
  • When a claim of refund due to backup withholding is erroneously withheld and you enter the amount of withholding on the
    990T
     screen
  • For employee provided fringe benefits subject to tax (per TCJA legislation, December 2017), Line 34 will complete based on the 990T screen, and Form 990-T will print.
You can also mark the
Print Form 990-T (Force)
 checkbox on the
OthInfo
 screen in the
General
 folder, or enter a
Balance due on extension
 on the
Ext
 or
ExtPF
 screen in the
Payments
 folder.

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