1041-US ELF: Forms that are not included in the electronic file (FAQ)

Alerts and notices

Question

Which UltraTax/1041 forms are not included in the electronic file, but allow the return to be filed electronically?

Answer

The following is a list of forms available in UltraTax/1041 that are not included in the electronic file, but allow the return to be filed electronically because the forms are filed separately from Form 1041.

  • Form 56, Notice Concerning Fiduciary Relationship
  • Form 706-GS(D), Generation-Skipping Transfer Tax Return for Distributions
  • Form 706-GS(D-1), Notification of Distribution from a Generation-Skipping Trust
  • Form 706-GS(T), Generation-Skipping Transfer Tax Return for Terminations
  • Form 706-QDT, U.S. Estate Tax Return for Qualified Domestic Trusts
  • Form 1041-A, Trust Accumulation of Charitable Amounts
  • Form 1041-T, Allocation of Estimated Tax payments to Beneficiaries
  • Form 1045, Application for Tentative Refund
  • Form 2848, Power of Attorney and Declaration of Representative

    Note: To electronically file Form 2848 via the IRS website, point your browser to www.irs.gov/taxpros and click the e-service - Online Tools for Tax Professionals link.

  • Form 4506, Request for Copy of Tax Return

    Note: To electronically file Form 4506 via the IRS website, point your browser to www.irs.gov/taxpros and click the e-service - Online Tools for Tax Professionals link.

  • Form 4506-T, Request for Transcript of Tax Return

    Note: To electronically file Form 4506-T via the IRS website, point your browser to www.irs.gov/taxpros and click the e-service - Online Tools for Tax Professionals link.

  • Form 4720, Return of Certain Excise Taxes
  • Form 4810, Request for Prompt Assessment
  • Form 5227, Split-Interest Trust Information Return
  • Form 5495, Request for Discharge from Personal Liability
  • Form 8404, Interest Charge on DISC-Related Deferred Tax Liability
  • Form 8609, Low-Income Housing Credit Allocation and Certification
  • Form 8821, Tax Information Authorization

    Note: To electronically file Form 8821 via the IRS website, point your browser to www.irs.gov/taxpros and click the e-service - Online Tools for Tax Professionals link.

  • Form 8822-B, Change of Address - Business
  • Form 8855, Election to Treat a Qualified Revocable Trust as Part of an Estate
  • Form 8918, Material Advisor Disclosure Statement
  • Form 8945, PTIN Supplemental Application for U.S. Citizens Without a Social Security Number Due to Conscientious Religious Objection
  • Form 8946, PTIN Supplemental Application for Foreign Persons Without a Social Security Number
  • Form SS-4, Application for Employer Identification Number
  • Form W-12, IRS Paid Preparer Tax Identification Number (PTIN) Application

    Note: To apply for a PTIN via the IRS website, point your browser to www.irs.gov/taxpro, click the e-service - Online Tools for Tax Professionals link, and click the Sign up for PTIN link.

Related topic: 1041-US ELF: Electronic filing FAQs