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

Show expandable text

New (tax) year, new help!

Fixed Assets and UltraTax CS 2023 help is now on Help and Support. We're still moving articles, but you can find most content for the 2023 tax year there. Continue using the Help & How-To Center for tax years 2022 and older.

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.

Note: Extension Form 8868 for Form 5227 can be electronically filed.

Related topic: 1041-US: Form 5227 FAQ's

Was this article helpful?

Thank you for the feedback!