1041-US: Electronically filing a return with Form 1041 and Form 5227 (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 transmit e-files from CS Connect. Find out more.

Question

Can a pooled income or charitable lead trust return with Form 1041 and Form 5227 be electronically filed?

Answer

Form 1041 may be electronically filed, but Form 5227 must be filed on paper.

Related topic: 1041-US: Form 5227 FAQ's

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