Preparing 990 federal extensions for electronic filing (Form 8868)

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To prepare an electronic 990 federal extension, do the following:

  1. Enter the client's tax data as necessary, making sure you adhere to the guidelines for entering data.
  2. In the folders block, click the Electronic Filing folder to open Screen ELF.
  3. Enter X in the File extension(s) electronically field.

    Note:

    • To suppress creation of the extension for Form 990 or Form 990-EZ, enter an X in the Suppress extension for Form 990 or Form 990-EZ field in Screen Ext in the Payments folder. To suppress creation of the extension for Form 990-PF, enter an X in the Suppress extension for Form 990-PF field in Screen ExtPF. To suppress creation of the extension for Form 990-T, enter an X in the Suppress extension for Form 990-T field in Screen Ext or Screen ExtPF. To suppress creation of the extension for Form 4720, enter an X in the Suppress extension for Form 4720 field in Screen Ext or Screen ExtPF.
    • To request an electronic funds withdrawal to pay a balance due extension for Form 990-PF, Form 990-T, or Form 4720, complete the appropriate fields in the Extension Information section (including PIN information). Also, complete the back account information in Screen ELF-2 in the Electronic Filing folder. Only the entire payment can be made for the balance due on Form 8868.
  4. Choose File > Print Extensions to open the Print Extensions dialog.
  5. Mark the Create electronic file checkbox.
  6. Click the Check E-File button to view the extension on screen and check for errors, or click the E-File button to check for errors and create the electronic extension file.

    Note: The electronic file is created only when you click the E-File button.

Notes

  • UltraTax CS defaults to the previous extension print selection, so you may need to configure your extension print options. Choose File > Print Extensions, mark the Create electronic file checkbox, click the Options button, and then click the Extension Print Options tab.

For information about resolving electronic filing extension errors and rejections, see the E-File Help Center > Resolving E-File Errors > 990 Exempt Organizations page.

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