Electronic filing guidelines for Screen 1041

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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.

The following field descriptions provide information about entering data for required fields on Screen 1041.

Field

Description

Type of entity

Only a decedent's estate, simple trust, complex trust, or grantor trust and the amended returns for these estate / trusts may be filed electronically. UltraTax CS does not prepare an electronic return for an agency, bankruptcy estate, charitable trust, electing small business trust, pooled income fund, or qualified funeral trust.

Family name for electronic filing name control

UltraTax CS uses the information entered to calculate the name control for the electronically filed return. If you leave this field blank and the Name control (Force) field is blank on Screen ELF, the return will be rejected for electronic filing.

Bankruptcy estate UltraTax CS does not prepare an electronic file for Bankruptcy estate - Ch 7 returns, Bankruptcy estate - Ch 11 returns, or Qualified Disability Trust returns.
Split-interest trust type Split-interest trust returns file Form 5227, which is not eligible for electronic filing. These types of returns must be filed on paper.
Prepare Form 1040NR Nonresident alien trust returns file Form 1040NR, which is not eligible for electronic filing. These types of returns must be filed on paper.
Special processing Information you enter is displayed at the top of the return you are filing, but is not included in the electronic file.

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