Can I switch the filing method from form-based to interview-based or vice-versa mid-way?
1.0k views | Last modified 10/22/2024 7:57:24 AM EST |

Yes. You can switch your filing method from form-based to interview-based or vice-versa in your filing process mid-way by clicking on the SWITCH TO option from the 990 Series Dashboard of your Tax 990 account. 


Note: 

  • No values will be copied while switching the filing type.
  • You cannot switch the filing type once the return gets paid.
  • You can switch your filing method only for Forms 990-PF, 990-EZ, and Form 990. 
     

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