1041-US ELF: Mandate for electronically filing fiduciary returns (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

Is there a mandate for electronically filed fiduciary returns?

Answer

Yes. Beginning January 2012, any paid preparer or firm who reasonably anticipates preparing and filing 11 or more combined Form 1040 or Form 1041 returns generally must electronically file returns. However, clients who file the forms may independently choose to file by paper. If a client files by paper, the preparer should include Form 8948 with the return.

Related topic: 1041-US ELF: Electronic filing FAQs

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