Filing and attaching Form 8865 to electronic files (1040)

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MFA required for electronic filing

Effective May 3rd, the 2017 version of UltraTax CS requires multi-factor authentication (MFA) to access the electronic filing transmission feature in CS Connect.

Thomson Reuters is committed to proactively evolving our security features to help you protect your firm and your clients' data. For more information about multi-factor authentication, see Multi-factor authentication overview.

Form 8865 can be electronically filed only if the form is attached to the filer’s electronic file. The form cannot be electronically filed separately.

  1. With UltraTax/1065, create the electronic file for the Form 8865 return as you would for any other electronic return.
  2. With the 1040 client's return open, choose Edit > Electronic Filing Attachments.
  3. Click the Add button.
  4. In the Product field, select Federal from the drop-down list.
  5. In the Return field, select Tax Return from the drop-down list.
  6. In the Attachment title field, enter 8865 E-file.
  7. In the Attachment file source group box, click the 8865 option, click the Browse button, and navigate to and select the appropriate Form 8865 electronic file.

    Notes

    • If you want to proforma this attachment next year, mark the Proforma information to next year checkbox.
    • If you are running UltraTax CS through Virtual Office CS or Software as a Service (SaaS), you can navigate to files on your local network.
  8. Click OK to return to the Electronic Filing Attachments dialog.
  9. Repeat steps 2 – 9 to attach additional Forms 8865.
  10. When you have attached all applicable Forms 8865, click OK to close the dialog.
  11. Create the electronic file for the filer's return as you would for any other electronic return. UltraTax CS will include Form 8865 in the filer’s electronic file.

Notes

  • Form 8865 returns can be electronically filed only if filing Form 1040, 1041, 1120, 1120S, or 1065.
  • Multiple Form 8865 electronic files can be attached to the filer’s return, as needed.
  • Form 8865 electronic files should pass all UltraTax CS electronic filing error checking before you attach Form 8865 electronic files to the filer’s electronic file.

See also: Attaching Portable Document Format (PDF) files to electronic files

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