Entities and years supported for electronic filing (FAQ)

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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.

Question

Which entities does the IRS support for electronic filing, and what years are supported for those entities?

Answer

Note: Electronic files are not accepted during IRS maintenance downtimes. Refer to the IRS Modernized e-File (MeF) Status Page for maintenance downtimes.

1040 

Notes

  • You can electronically file most state returns separate from the federal return, except for tax years 2014 and earlier, which you must paper file. The deadline for submitting state electronic files is within three calendar years.
  • For more information about filing state returns electronically (such as the application procedures for each state, state electronic filing methods, what returns are allowed by each state, and more) please see State general electronic filing information.

1120 

The current year and two previous years of returns for regular, superseded, or amended electronic returns. For the 2017 tax year, you can file 2017, 2016, and 2015 tax year returns.

1065 

The current year and two previous years of returns for regular, superseded, or amended electronic returns. For the 2017 tax year, you can file 2017, 2016, and 2015 tax year returns.

1041 

The current year and two previous years of returns for regular, superseded, or amended electronic returns. For the 2017 tax year, you can file 2017, 2016, and 2015 tax year returns.

990 / 990-PF / 990-EZ / 990-N 

The current year and two previous years of returns. For the 2017 tax year, you can file 2017, 2016, and 2015 tax year returns.

706 / 709

The IRS does not support electronic filing for 706 and 709 returns.

2290 

The current year and two previous years of returns are available.

Notes

  • 2015 UltraTax CS supports 2290 electronic files for the 2015 and 2016 tax periods.
  • 2290 returns for tax periods prior to 2015 cannot be processed using UltraTax CS.

5500 

See 5500-US ELF: Years supported for electronic filing (FAQ).

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