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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

Which forms in UltraTax/1040 are not eligible for electronic filing?

Answer

The following is a list of forms available in UltraTax/1040 that are not eligible for electronic filing. These forms would disqualify a return from electronic filing eligibility, unless indicated otherwise.

• Form 1040X, Amended U.S. Individual Income Tax Return
• Dual-Status Return or Dual-Status Statement
• Form 433-F, Collection Information Statement
• Form 8873, Extraterritorial Income Exclusion
• Form 14039, Identity Theft Affidavit
• Form W-7, Application for IRS Individual Taxpayer Identification Number
• Form W-7(COA), Certificate of Accuracy for IRS Individual Taxpayer Identification Number

Related topic: 1040-US ELF: Electronic filing FAQs

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