1065-US ELF: Forms that are not included in the partnership return electronic file (FAQ)

Alerts and notices

Question

Which UltraTax/1065 forms are not included in the partnership return electronic file?

Answer

The following forms are available in UltraTax/1065 but are not included in the partnership return electronic file. The forms are not included because either the forms are filed to the IRS separately from Form 1065 or 8865, or the IRS has not yet released updated schemas.

  • Form 1065X, Amended Return or Administrative Adjustment Request (AAR) (A PDF attachment is not required. To electronically file an amended return, enter the reason for the amended return in Screen 1065 and complete the data entry for Form 8082, as required, in the Non Calculating folder. UltraTax CS marks Form 1065, Page 1, item G(5) and includes the reason the return is amended in the electronic file. See IRS Publication 4163, Part III for more information about filing an amended partnership return.)
  • Form 2848, Power of Attorney and Declaration of Representative
  • Form 4506, Request for Copy of Tax Return
  • Form 4506-T, Request for Transcript of Tax Return
  • Form 8082, Page 2 only, Notice of Inconsistent Treatment or Administrative Adjustment Request (AAR)
  • Form 8275, Page 2 only, Disclosure Statement
  • Form 8275-R, Page 2 only, Regulation Disclosure Statement
  • Form 8752, Required Payment or Refund Under Section 7519
  • Form 8804, Annual Return for Partnership Withholding Tax (section 1446)
  • Schedule A (Form 8804), Penalty for Underpayment of Estimated Section 1446 Tax by Partnerships
  • Form 8805, Foreign Partner's Information Statement of Section 1446 Withholding Tax
  • Form 8813, Partnership Withholding Tax Payment Voucher (section 1446)
  • Form 8821, Tax Information Authorization
  • Form 8822-B, Change of Address - Business
  • Form 8879-PE, IRS e-file Signature Authorization for Form 1065 (ERO retains this form)
  • Form 8918, Material Advisor Disclosure Statement
  • Form SS-4, Application for Employer Identification Number
  • Form W-9, Request for Taxpayer Identification Number and Certification
  • Form W-12, IRS Paid Preparer Tax Identification Number (PTIN) Application and Renewal
  • FinCEN Form 114a, Record of Authorization to Electronically File FBARs (ERO retains this form)

Note: Forms 3115, 8832, and 8886 are filed twice. One copy is attached to Form 1065 and the second copy (if required) is filed separately directly with the IRS. The copy filed with Form 1065 is included in the electronic file. The second copy is not electronically filed and must still be separately paper filed with the IRS.

Related topic: 1065-US ELF: Electronic filing FAQs