1041-US ELF: Printing Form 8879-F before creating the electronic file (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.


How can I print Form 8879-F prior to creating the electronic file?


Ordinarily, UltraTax/1041 will not complete Form 8879-F until all of the required PIN fields have been completed. You can print the return with Form 8879-F and the filing instructions for your client for them to complete and return to you and then enter the remaining PIN information. To generate Form 8879-F and the filing instructions, mark the Print Form 8879-F field on Screen ELF. Note that if you mark this field, UltraTax/1041 will generate error codes if all fields do not have complete data. Therefore, you must enter all applicable PIN information before you create the electronic file.

Related topic: 1041-US ELF: Electronic filing FAQs

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