Form limitations for 1040 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.

  • Form 926 cannot be electronically filed when line 13a is required.
  • Form 5695 credit cannot be electronically filed for more than one main home.
  • Form 8854 can be electronically filed with Form 1040NR returns except when there is the following:
    • Situations that require an additional statement
    • Form 8854, Page 3, Section B
    • Form 8854, Page 4, Section C
  • Form 1040-PR or Form 1040-SS cannot be electronically filed with more than one Screen C or Screen F activity.

Common forms and schedules

The following are the IRS Modernized e-File (MeF) limitations for the most common forms and schedules. These restrictions are in addition to the standard IRS-mandated limitations on the number of forms and schedules.

For a complete list of form limitations, see the "Forms" section. For a complete list of schedule limitations, see the "Schedules" section.

Form Maximum number of forms
Form 1099R 20
Form 1116 No limit
Form 4835 4
Form W-2 50
Form W-2G No limit
Foreign Employer Compensation / Pension 10
Schedule C 8
Schedule E No limit
Schedule F No limit

Forms

These restrictions are in addition to the standard IRS-mandated limitations on the number of forms as follows:

Form Maximum number of forms
Form 926 No limit
Form 970 No limit
Form 982 1
Form 1040 1
Form 1040A 1
Form 1040EZ 1
Form 1040NR 1
Form 1040NR-EZ 1
Form 1040-PR 1
Form 1040-SS 1
Form 1042-S No limit
Form 1098-C No limit
Form 1099R 20
Form 1116 No limit
Form 1310 2
Form 2106, Page 1 1 per taxpayer
Form 2106, Page 2 2 per taxpayer
Form 2106-EZ 1 per taxpayer
Form 2120 4
Form 2210 1
Form 2210F 1
Form 2439 No limit
Form 2441 1
Form 2555 1 per taxpayer
Form 2555-EZ 1 per taxpayer
Form 3115 No limit
Form 3468 1
Form 3800 50
Form 3903 2
Form 4136 1
Form 4137 1 per taxpayer
Form 4255 No limit
Form 4562 No limit
Form 4684 No limit
Form 4797 1
Form 4835 4
Form 4952 1
Form 4970 1
Form 4972 1 per taxpayer
Form 5074 1
Form 5329 1 per taxpayer
Form 5405 1 per taxpayer
Form 5471 No limit
Form 5471, Schedule J No limit
Form 5471, Schedule M No limit
Form 5471, Schedule O No limit
Form 5695 1
Form 5884 1
Form 6198 No limit
Form 6251 1
Form 6252 No limit
Form 6478 1
Form 6781 No limit
Form 8082 No limit
Form 8271 1
Form 8275 2
Form 8275-R 2
Form 8283 No limit
Form 8288-A No limit
Form 8379 1
Form 8396 1
Form 8582 1
Form 8582-CR 1
Form 8586 1
Form 8594 No limit
Form 8606 25
Form 8609-A No limit
Form 8611 No limit
Form 8615 1
Form 8621 No limit
Form 8697 No limit
Form 8801 1
Form 8805 No limit
Form 8812 1
Form 8814 10
Form 8815 1
Form 8824 No limit
Form 8826 1
Form 8828 1
Form 8829 32
Form 8833 No limit
Form 8834 No limit
Form 8835 1
Form 8839 1
Form 8840 1
Form 8843 1
Form 8844 1
Form 8845 1
Form 8846 1
Form 8853 1
Form 8854 1
Form 8858 No limit
Form 8858, Schedule M No limit
Form 8859 1
Form 8861 1
Form 8862 1
Form 8863 1
Form 8867 4
Form 8874 1
Form 8880 1
Form 8881 1
Form 8882 1
Form 8884 1
Form 8885 1 per taxpayer
Form 8886 No limit
Form 8888 1
Form 8889 2
Form 8903 1
Form 8906 1
Form 8907 1
Form 8908 1
Form 8910 No limit
Form 8911 1
Form 8912 No limit
Form 8917 1
Form 8919 1 per taxpayer
Form 8925 8
Form 8931 1
Form 8932 1
Form 8933 1
Form 8936 1
Form 8938 1
Form 8941 2
Form 8949 1
Form 8959 1
Form 8960 1
Form 8962 1
Form 8965 1
Form 9465 1
Form T No limit
Form W-2 50
Form W-2G No limit
Form W-2PR 50
Foreign Employer Compensation / Pension 10
Publication 517 (Clergy) Worksheets 1 per taxpayer

Schedules

These restrictions are in addition to the standard IRS-mandated limitations on the number of schedules as follows:

Schedule Maximum number of schedules
Schedule A 1
Schedule B 1
Schedule C 8
Schedule C-EZ 1 per taxpayer
Schedule D 1
Schedule E No limit
Schedule EIC 1
Schedule F No limit
Schedule H 1 per taxpayer
Schedule J 1
Schedule R 1
Schedule SE 1 per taxpayer

Related topic: Entering data for 1040 electronic returns overview

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