Generate Form 990-N

Small tax-exempt organizations that didn't previously need to file a return may need to file Form 990-N, Electronic Notice (e-Postcard) for Tax-Exempt Organizations not Required To File Form 990 or 990-EZ. This filing requirement applies to tax periods beginning after December 31, 2006.
You can file Form 990-N in lieu of Forms 990 or 990-EZ, but not for organizations that need to file a 990-PF.
note
  • The following FYI diagnostic message will generate when Form 990-N is calculated:
    Form 990-N is calculated and must be electronically filed, in lieu of form 990 or Form 990-EZ. IF you do NOT wish to calculate Form 990-N, review Options #2 and #4
    .
  • Forms 8453-EO and 8879-EO are not needed for Form 990-N, and won’t generate when filing Form 990-N.
  • The Electronic Filing tab in CS Connect displays the return as 990 US, not 990 N, or 990N.
  • You can file this form for current-year returns and up to 2 prior-year returns.
Follow these steps to generate Form 990-N:
  1. Select the
    General
    folder, then the
    990
    screen tab.
  2. Go to the Return Options section. Select
    1
    in the
    Form 990-N and financial data reporting
    field. When you select this option, UltraTax CS automatically marks the
    File Form 990 / 990-EZ / 990-PF return or 990-N postcard electronically
    field on the ELF screen and prepares data for electronic filing only. No forms will generate to print.
  3. Enter all organization Information and fiscal year-end information on the 990 screen.
  4. Select
    View
    ,
    Contributor/Officer
    , then
    Officer Information
    . Enter all officer information. Make sure to mark the
    Principal Officer
    checkbox for one of the officers.

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