Electronic filing guidelines for noncalculating Form 8854

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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.

Form 8854, Initial and Annual Expatriation Statement, is entered in the Non Calculating folder. Form 8854 can be electronically filed with Form 1040NR returns except when there is the following:

Form 8854, Page 1, Part I, Line 1

Form 8854, Page 1, Part I, Lines 2 and 3

These fields are required for electronic filing of Form 8854. When entering a different address than entered on Screen 1040, use the country code drop-down list to select the appropriate country. 

Form 8854, Page 1, Part I,  Line 7a

This field is required for electronic filing of Form 8854. Use the country code drop-down list to select the appropriate country. 

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