Field size limitations for 1065 partnership return 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.

UltraTax CS enables you to enter as much information as will print in the fields on the federal partnership 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 partnership 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.

Screen ID or location Field(s) # of char in UltraTax CS # of char in ELF Destination
Setup > System Configuration > Firm tab Firm address 40 35 Paid Preparer Use Only signature section on Form 1065/1065-B, Page 1
3115 Description of other type of change and citation of IRS guidance Unlimited 100 Form 3115, Page 1, Part I, line 1(b)
4562 or Asset tab Listed property detail: Description of property (in statement dialog) 45 20 Form 4562, lines 26a and 27a
4562 or Asset tab Amortized property detail: Description of property (in statement dialog) 25 20 Form 4562, line 42a
5471-3 Shareholder name and address Unlimited 24 Form 5471, Page 2, Schedule B (only 24 shareholders from the statement dialog in Screen 5471-3 are included in the electronic file)
6478 Qualified second generation biofuel (in gallons) 12 9 Form 6478, line 1a
8865 IRS service center where 1065 or 1065-B filed 27 12 Form 8865, Page 1, line H2
8865 Identification of separate unit(s) under Regulations section 1.1503(d)-1(b)(4) or 1.1503(d)-1(b)(4)(ii): Separate Unit (in statement dialog) 45 20 Form 8865, Page 1, line H8a
F-2 Other expenses 29 20 Schedule F, lines 32a - f
M3 Other (specify) 24 20 Schedule M-3, Part 1, line 4b(5)
OthInfo Other (specify) 34 20 Form 1065, Schedule B, line 1f
Sale or Asset tab Description 45 20 Form 4797, lines 2a and 10a
Sale or Asset tab Description 45 40 Form 4797, line 19a
8275 (a non-calculating form) Item of Group of Items 24 18 Form 8275, Part I, lines 1(b), 2(b), 3(b), 4(b), 5(b), and 6(b)
8275 (a non-calculating form) Internal Revenue Service Center where the pass-through entity filed its return 26 12 Form 8275, Part III, line 4
8275-R (a non-calculating form) Item of Group of Items 24 18 Form 8275-R, Part I, lines 1(b), 2(b), 3(b), 4(b), 5(b), and 6(b)
8275-R (a non-calculating form) Internal Revenue Service Center where the pass-through entity filed its return 26 12 Form 8275-R, Part III, line 4
8611 (a non-calculating form) Building Identification Number 11 9 Form 8611, line D (the Electronic Filing utility removes dashes, hyphens, and spaces)

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