1040-US ELF: Form RRB-1099-R is supported for 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 RRB-1099-R will be included in the electronic file when there is federal tax withheld.

Note: Forms 1099-R and RRB-1099-R records are required when Federal withholding is being reported. 

Internal notes

Support: IT 404412 has information if a client states that the IRS has indicated form RRB-1099-R is e-filable through the Martinsburg e-filing office. While the source document itself can be sent to the IRS via an Accounting package via e-file, the RRB-1099-R record cannot be attached to the electronic file for a Form 1040 Individual Income Tax Return.

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