New (tax) year, new help!

Fixed Assets and UltraTax CS 2023 help is now on Help and Support. We're still moving articles, but you can find most content for the 2023 tax year there. Continue using the Help & How-To Center for tax years 2022 and older.

Question

What happens when the Options for Form 990-N and financial data reporting field in Screen 990 has an entry?

Answer

• If you enter 1 in this field, the application enters X on Screen ELF in the File Form 990 / 990-EZ / 990-PF return or 990-N postcard electronically field and completes only the required data for Form 990-N electronic file. There are no forms that print.
• If you enter 2 in this field, the application prints all return information entered for income, expenses, and the balance sheet. Schedule A prints (if applicable) with the return.
• If you enter 4 in this field, the application prints all return information entered for income, expenses, and the balance sheet. In addition, Schedule A prints (if applicable) with the return.
• If the entity is a section 527 political organization, Schedule A is not applicable and does not print with the return. To force each page of Schedule A to print, open each page in form view and choose Edit > Overrides > Force Form To Print. This needs to be done for all four pages of Schedule A.

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