Preparing 1041 federal extensions for electronic filing

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MFA required for electronic filing

Effective May 3rd, the 2017 version of UltraTax CS requires multi-factor authentication (MFA) to transmit e-files from CS Connect. Find out more.

To prepare an electronic 1041 federal extension, do the following:

  1. Enter the client's tax data as necessary, making sure you adhere to the guidelines for entering data.
  2. Click the Electronic Filing folder to open Screen ELFExt.
  3. Enter X in the File extension electronically field.

    Notes

    • To request an electronic funds withdrawal to pay a balance due extension for Form 1041, complete the appropriate fields in the Form 7004 and 8868 - Extension Information section on Screen ELFExt in the Electronic Filing folder, and enter the bank account information on Screen Bank in the General folder.
    • Form 7004 extension for Form 1041 and Form 8868 extension for Form 1041-A and Form 5227 are eligible for electronic filing.
  4. Select the PIN authorization indicator, and then complete the Taxpayer PIN, Signature date, or ERO PIN fields, as necessary. 
  5. Choose File > Print Extensions.
  6. Mark the Create electronic file checkbox.
  7. Click the Options button to open the Print Options dialog, and click the Extension Print Options tab.
  8. In the Which group box, click the appropriate option to generate the first or second extension.
  9. Click OK to return to the Print Extensions dialog.
  10. Click the Check E-File button to check the electronic file for errors without creating the electronic file, or click the E-File button to check the electronic file for errors and create the electronic file. The electronic file is created only when you click the E-File button.

Notes

  • UltraTax CS defaults to the previous extension print selection, so you may need to reset your extension print options. If you are prompted that “The selected clients will not be printed because their entity does not support the extension selected” when you print or create an electronic extension, choose File > Print Extensions, mark the Create electronic file checkbox, click the Options button, click the Extension Print Options tab, and confirm that the correct option is selected in the Which group box.
  • You should reset your extension print options to First extension after you print or create a second extension.

For information about resolving electronic filing extension errors and rejections, see the E-File Help Center > Resolving E-File Errors > 1041 Fiduciary page.

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