Can I switch the filing method from form-based to interview-based or vice-versa mid-way?
15 views | Last modified 4/11/2024 4:30:57 AM EST |

Yes. You can switch your filing method from form to interview-based or vice-versa in your filing process mid-way by clicking on the SWITCH TO option from the Dashboard >> 990 Series button of your Tax 990 account. No values will be copied while switching the filing type.

You cannot switch the filing type once the return gets paid.

Note: You can switch your filing method only for the Forms 990-PF, 990-EZ and Form 990. 

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