1040-US ELF: Sending source documents to the IRS and state agencies (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

How are source documents sent to the IRS and state agencies?

Answer

Data in source documents that have federal and/or state withholding, such as Forms W-2, W-2G, and 1099-R, is included in the electronic file when you create the file, but you must enter demographic information (for example, the Employer Identification Number [EIN] and address) that was not necessary when paper filing the return.

For example, you must complete Form W-2, boxes B and C to include the EIN and address in the electronic representation of Form W-2. Once you enter this information, the information will proforma to the following year. In addition, the data sharing feature in UltraTax CS automatically completes this demographic information for employers who are common among your clients, which eliminates the need to send the paper version of these source documents to the IRS and state agencies.

Note: For federal 1040 returns, only in certain situations are paper attachments sent with Form 8453, U.S. Individual Income Tax Transmittal for an IRS e-file Return. Only the forms listed on Form 8453 are allowable attachments. Forms W- 2, W-2G, and 1099-Rs are not allowable attachments to Form 8453. Comprehensive UltraTax CS diagnostics and error checking alerts you to missing or incomplete source document data entry; therefore, you should review diagnostic messages before you create the electronic file.

Related topic: 1040-US ELF: Electronic filing FAQs

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