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How do I create a Short-Year FY2021 tax return?

Level 1
Client I've had for years is changing from calendar year Form 990 to Fiscal Year 990.  We need to file a Short-Year 2021 return (1 Jan - 31 May), but I cannot start a 2021 return in Intuit??
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2 Replies 2
Level 15

You are correct. The 2021 forms are not out yet. Two choices - (1) prepare with 2020 software and it will indicate the fiscal year on the form or (2) file extension and wait a couple of months for the 2021 software to be released. First draft generally is released in November, but e-file will likely not be available until January. 


Level 15

I think you are going to have to wait since 990s are required to be efiled (unless they have an exception for short year/year change returns).