1041-US ELF: Printing Form 8879-F before creating the electronic file (FAQ)

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Question

How can I print Form 8879-F prior to creating the electronic file?

Answer

Ordinarily, UltraTax/1041 will not complete Form 8879-F until all of the required PIN fields have been completed. You can print the return with Form 8879-F and the filing instructions for your client for them to complete and return to you and then enter the remaining PIN information. To generate Form 8879-F and the filing instructions, mark the Print Form 8879-F field on Screen ELF. Note that if you mark this field, UltraTax/1041 will generate error codes if all fields do not have complete data. Therefore, you must enter all applicable PIN information before you create the electronic file.

Related topic: 1041-US ELF: Electronic filing FAQs

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