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I forgot to attach a statement to an e-filed 990-PF? Can I send it separately? Or do I need to file an amended return?

rootesrooter
Level 3
 
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sjrcpa
Level 15

How important is it?


Ex-AllStar

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11 Comments 11
sjrcpa
Level 15

How important is it?


Ex-AllStar
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rootesrooter
Level 3
3 people found this answer "helpful."  Why?  You didn't provide an answer!
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abctax55
Level 15
She would have...IF you had answered her question.
The answer of "importance" would determine the appropriate course of action.
If you want help from the volunteers who "work" here, we do get to ask for clarification.
"*******Tax software is no substitute for a professional tax preparer*******
( Generic Comment )"
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rootesrooter
Level 3
If I thought it wasn't important, we would I have asked? I asked a straightforward question. I haven't received a valid response yet.




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abctax55
Level 15
Well...you DO get what you pay for around here.
ARE you aware we are all volunteers?
"*******Tax software is no substitute for a professional tax preparer*******
( Generic Comment )"
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IRonMaN
Level 15

How about a different twist - will the IRS consider it important?  Over the years here I have learned that folks attach a lot of crap to returns that they think is important but the IRS doesn't necessarily agree. 


Slava Ukraini!
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rootesrooter
Level 3
OK, I'll make it as easy as possible. The IRS requires lists of securities held to be attached to Form 990-PF. I forgot to attach the lists.  Is there a mechanism in Lacerte that allows me to send the lists after the fact or do I have to file an amended return?
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IRonMaN
Level 15
There isn’t such a mechanism in the software.

Slava Ukraini!
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rootesrooter
Level 3
Thank you!!
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IRonMaN
Level 15
:+1::+1:

Slava Ukraini!
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George4Tacks
Level 15
@rootesrooter I would just hang onto it. If IRS wants it, they will ask. If you mail it separately, it is unlikely it will ever make it to being an attachment.

Here's wishing you many Happy Returns
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