2018 UltraTax CS
- Form 5695 credit cannot be electronically filed for more than one main home.
- Form 8854 can be electronically filed with Form 1040NR returns except when there is the following:
- Situations that require an additional statement
- Form 8854, Page 3, Section B
- Form 8854, Page 4, Section C
- Form 1040-PR or Form 1040-SS cannot be electronically filed with more than one Screen C or Screen F activity.
Common forms and schedules
The following are the IRS Modernized e-File (MeF) limitations for the most common forms and schedules. These restrictions are in addition to the standard IRS-mandated limitations on the number of forms and schedules.
For a complete list of form limitations, see the "Forms" section. For a complete list of schedule limitations, see the "Schedules" section.
| Form | Maximum number of forms |
|---|---|
| Form 1099R | No limit |
| Form 1116 | No limit |
| Form 4835 | 4 |
| Form W-2 | 50 |
| Form W-2G | No limit |
| Foreign Employer Compensation / Pension | 10 |
| Schedule C | 8 |
| Schedule E | No limit |
| Schedule F | No limit |
Forms
These restrictions are in addition to the standard IRS-mandated limitations on the number of forms as follows:
| Form | Maximum number of forms |
|---|---|
| Form 926 | No limit |
| Form 970 | No limit |
| Form 982 | 1 |
| Form 1040 | 1 |
| Form 1040NR | 1 |
| Form 1040NR-EZ | 1 |
| Form 1040-PR | 1 |
| Form 1040-SS | 1 |
| Form 1042-S | No limit |
| Form 1098-C | No limit |
| Form 1099R | No limit |
| Form 1116 | No limit |
| Form 1310 | 2 |
| Form 2106, Page 1 | 1 per taxpayer |
| Form 2106, Page 2 | 2 per taxpayer |
| Form 2120 | 4 |
| Form 2210 | 1 |
| Form 2210F | 1 |
| Form 2439 | No limit |
| Form 2441 | 1 |
| Form 2555 | 1 per taxpayer |
| Form 2555-EZ | 1 per taxpayer |
| Form 3115 | No limit |
| Form 3468 | 1 |
| Form 3800 | 50 |
| Form 3903 | 2 |
| Form 4136 | 1 |
| Form 4137 | 1 per taxpayer |
| Form 4255 | No limit |
| Form 4562 | No limit |
| Form 4684 | No limit |
| Form 4797 | 1 |
| Form 4835 | 4 |
| Form 4952 | 1 |
| Form 4970 | 1 |
| Form 4972 | 1 per taxpayer |
| Form 5074 | 1 |
| Form 5329 | 1 per taxpayer |
| Form 5405 | 1 per taxpayer |
| Form 5471 | No limit |
| Form 5471, Schedule J | No limit |
| Form 5471, Schedule M | No limit |
| Form 5471, Schedule O | No limit |
| Form 5695 | 1 |
| Form 5884 | 1 |
| Form 6198 | No limit |
| Form 6251 | 1 |
| Form 6252 | No limit |
| Form 6478 | 1 |
| Form 6781 | No limit |
| Form 8082 | No limit |
| Form 8271 | 1 |
| Form 8275 | 2 |
| Form 8275-R | 2 |
| Form 8283 | No limit |
| Form 8288-A | No limit |
| Form 8379 | 1 |
| Form 8396 | 1 |
| Form 8582 | 1 |
| Form 8582-CR | 1 |
| Form 8586 | 1 |
| Form 8594 | No limit |
| Form 8606 | 25 |
| Form 8609-A | No limit |
| Form 8611 | No limit |
| Form 8615 | 1 |
| Form 8621 | No limit |
| Form 8697 | No limit |
| Form 8801 | 1 |
| Form 8805 | No limit |
| Form 8812 | 1 |
| Form 8814 | 10 |
| Form 8815 | 1 |
| Form 8824 | No limit |
| Form 8826 | 1 |
| Form 8828 | 1 |
| Form 8829 | 32 |
| Form 8833 | No limit |
| Form 8834 | No limit |
| Form 8835 | 1 |
| Form 8839 | 1 |
| Form 8840 | 1 |
| Form 8843 | 1 |
| Form 8844 | 1 |
| Form 8845 | 1 |
| Form 8846 | 1 |
| Form 8853 | 1 |
| Form 8854 | 1 |
| Form 8858 | No limit |
| Form 8858, Schedule M | No limit |
| Form 8859 | 1 |
| Form 8862 | 1 |
| Form 8863 | 1 |
| Form 8867 | 4 |
| Form 8874 | 1 |
| Form 8880 | 1 |
| Form 8881 | 1 |
| Form 8882 | 1 |
| Form 8884 | 1 |
| Form 8885 | 1 per taxpayer |
| Form 8886 | No limit |
| Form 8888 | 1 |
| Form 8889 | 2 |
| Form 8903 | 1 |
| Form 8906 | 1 |
| Form 8907 | 1 |
| Form 8908 | 1 |
| Form 8910 | No limit |
| Form 8911 | 1 |
| Form 8912 | No limit |
| Form 8917 | 1 |
| Form 8919 | 1 per taxpayer |
| Form 8925 | 8 |
| Form 8931 | 1 |
| Form 8932 | 1 |
| Form 8933 | 1 |
| Form 8936 | 1 |
| Form 8938 | 1 |
| Form 8941 | 2 |
| Form 8949 | 1 |
| Form 8959 | 1 |
| Form 8960 | 1 |
| Form 8962 | 1 |
| Form 8965 | 1 |
| Form 9465 | 1 |
| Form T | No limit |
| Form W-2 | 50 |
| Form W-2G | No limit |
| Form W-2PR | 50 |
| Foreign Employer Compensation / Pension | 10 |
| Publication 517 (Clergy) Worksheets | 1 per taxpayer |
Schedules
These restrictions are in addition to the standard IRS-mandated limitations on the number of schedules as follows:
| Schedule | Maximum number of schedules |
|---|---|
| Schedule A | 1 |
| Schedule B | 1 |
| Schedule C | 8 |
| Schedule C-EZ | 1 per taxpayer |
| Schedule D | 1 |
| Schedule E | No limit |
| Schedule EIC | 1 |
| Schedule F | No limit |
| Schedule H | 1 per taxpayer |
| Schedule J | 1 |
| Schedule R | 1 |
| Schedule SE | 1 per taxpayer |
Related topic: Entering data for 1040 electronic returns overview