1065-US: Preparing Form 8865 and related schedules (FAQ)

Alerts and notices
Leave feedback

Internal Employees: Submit feedback

Contact information (optional):

Leave this blank:

Please tell us how we can make this information more helpful.


Characters left:

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.

Question

How do I prepare Form 8865 and related schedules?

Answer

Follow these steps to prepare Form 8865 and related schedules.

  1. Choose File > Client Properties with a 1065 client open.
  2. From the 1065 field drop-down list, select Foreign Ptnrshp (8865).

You can change a return from partnership to foreign partnership and back again without losing any previously entered data. Generally, you can use the same screens for both types of partnership returns, except that you also enter data in Screens Filer, 8865, 8865-2, and 8865-3 for Form 8865. Screens Filer, 8865, 8865-2, and 8865-3 are not available for the regular partnership or electing large partnership returns.

Related topic: Form 8865 FAQs (1065)

Share This