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Business Returns – Preparer Notes and Miscellaneous Statements

In a Business Return, to enter preparer notes that will be sent to the IRS or miscellaneous statements that will not be sent to the IRS, follow the instructions below based on the entity type:


Form 1120 Corporation Return

Miscellaneous Statements > Miscellaneous Statements (Not Sent to the IRS)

or

Miscellaneous Statements > Preparer Notes (Sent to the IRS)


Form 1120-S Corporation Return

Miscellaneous > Miscellaneous Statements (Not Sent to the IRS)

or

Miscellaneous Statements > Preparer Notes (Sent to the IRS)


Form 1065 Partnership Return

Miscellaneous Statements > Miscellaneous Statements (Not Sent to the IRS)

or

Miscellaneous Statements > Preparer Notes (Sent to the IRS)


Form 1041 Estate / Trust Return

Miscellaneous Statements > Miscellaneous Statements (Not Sent to the IRS)

or

Miscellaneous Statements > Preparer Notes (Sent to the IRS)

or

Miscellaneous Statements > Grantor Trust Statement Menu


Form 990 Exempt Organization Return

Miscellaneous > Miscellaneous Statements (Not Sent to the IRS)

(Sending Preparer Notes to the IRS is not available.)


Form 990-EZ Exempt Organization Return

Miscellaneous > Miscellaneous Statements (Not Sent to the IRS)

or

Miscellaneous > Preparer Notes (Sent to the IRS)


Form 990-PF Exempt Organization Return

Miscellaneous > Miscellaneous Statements (Not Sent to the IRS)

or

Miscellaneous > Preparer Notes (Sent to the IRS)


Form 990-T Exempt Organization Business Return

Miscellaneous > Miscellaneous Statements (Not Sent to the IRS)

(Sending Preparer Notes to the IRS is not available.)

Updated on September 8, 2020

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