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 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 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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