ELF (All entities): E-Filing footnotes and election statements

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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.

Review the table below to see if General Footnotes and / or Election Statements accompany the electronically filed return:

Entity General Footnote Election Statement
1040 Yes Yes
1120 Yes Yes
1065 Yes Yes
1041 Yes Yes
5500 No No
990 Yes Yes
990 PF Yes Yes
2290 Yes N/A


Note: It is per IRS e-filing specifications that 5500 returns cannot include the general footnote and election statements in the e-file.

In addition, any custom election statements included in the return will be included in the electronic file.

States

States vary on whether footnotes or election statements are included in the electronic file.

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