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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.

E-file mandate

The Iowa Department of Revenue (DOR) does not have an e-file mandate for fiduciary returns.

Forms included in the e-file

The State of Iowa and UltraTax/1041-IA support electronic filing of the following:

• Complex trusts,
• Simple Trusts,
• Estate trusts,
• Grantor trusts,
• Pooled trusts,
• Qualified disability,
• Bankruptcies,
• Amended returns

Forms not supported for e-filing

The State of Iowa does not accept electronic filing of the following:

• Withholding,
• Extensions,
• ESBTs
• Agencies
• Charitable trusts
• QFTs

Payment methods

The Iowa DOR accepts electronic funds withdrawal (EFW) for balance due returns only. Paper checks must be mailed for payments for estimates and extensions.

Related topic: 1041 Iowa frequently asked questions

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