1065-US: Preparing a Form 1065-B return (FAQ)

Alerts and notices
Leave feedback

Internal Employees: Submit feedback

Contact information (optional):

Leave this blank:

Please tell us how we can make this information more helpful.


Characters left:

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

How do I prepare a Form 1065-B return?

Answer

Follow these steps to prepare a Form 1065-B return.

  1. Choose File > Client Properties with a 1065 client open.
  2. From the 1065 field drop-down list, select Large Ptnrshp (1065B).

You can change a return from partnership to electing large partnership and back again without losing any previously entered data. The same screens are used for both types of partnership returns, except that you can also enter data in Screen 1065-B for the Form 1065-B return. This input screen is not available in the regular partnership return.

Related topic: Form 1065-B FAQs (1065)

Share This