Field size limitations for 1040 electronic filing

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UltraTax CS enables you to enter as much information as will print in the fields on the federal individual income tax forms. However, the IRS allows only a certain number of characters in the fields of an electronically filed return. In some cases, the maximum number of characters you can enter in an UltraTax CS field is more than the maximum number of characters the IRS allows for that field in an electronically filed return. If you enter too many characters in a field, UltraTax CS truncates the text as necessary in the electronic file.

The following table lists the fields that are affected by this difference in field size, the screens in which those fields appear, the number of characters UltraTax CS allows, the number of characters the IRS allows, and the destination of the information on the form. Input screen fields are listed first, followed by noncalculating forms (if applicable).

If you are filing an electronic return for a client, make sure the number of characters in the fields listed in the table that follows does not exceed the number of characters listed in the # of char in ELF column. If any of these fields exceeds the maximum number of characters allowed by the IRS, UltraTax CS automatically limits the information in that field within the electronic file.

Note: Several of the fields described in the following table appear in statement dialogs. For information about statement dialogs, see Statements overview.

Screen ID or location Field(s) # of char in UltraTax CS # of char in ELF Destination
1040 Foreign province/county 35 17 Form 1040
Form 1040A
Form 1040EZ
1040 Foreign postal code 17 16 Form 1040
Form 1040A
Form 1040EZ
TermStmt Passport number 40 20 Form 1040NR
1098C Donee's name 36 35 Form 1098-C
4684Elec Explanation of repayment of refund No limit 100 Form 4684, Page 4
8814 Child's name 35 25 Form 8814
Asset tab Prop used more than 50% detail 45 20 Form 4562, line 26
Asset tab Prop used less than 50% detail 45 20 Form 4562, line 27
Asset tab Amortization detail 45 20 Form 4562, line 42
Setup > System Configuration > Firm tab Preparer firm name and Address 40 35 Form 1040, Page 2
Form 1040A, Page 2
Form 1040EZ

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