1040-US: Extension form is not appearing in forms list

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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.


I do not see the extension form in the list of forms in Form View. Why?


By default, only the forms that print with the return are shown in the list of forms in Forms View. Because the extension form prints separately from the main return, the form is not in the default list. To see forms that do not print with the return for this client, right-click anywhere in Forms View and select the Display all forms option. You can set the tax application to automatically display all forms for all clients by marking the Show all forms on data entry forms list checkbox in Setup > User Preferences > Data Entry tab.

Note: To print a copy of the extension form with the main return, see Printing a copy of the extension with the tax return.

Related topic: Extension FAQs (1040)

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