1041-US: Electronically filing a return with Form 1041 and Form 5227 (FAQ)

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IRS filing deadline update

The IRS MeF system is now processing returns, and the filing deadline has been extended to 11:59 PM on Wednesday, April 18, 2018. For the latest details, see UltraTax CS alerts and notices.

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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