Form limitations for 1041 electronic filing

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.

For this tax year, the IRS will not accept returns for electronic filing under the following conditions.

  • The return is an agency trust.
  • The return is a bankruptcy estate.
  • The return is for a pooled income fund.
  • The return is a charitable trust filing Form 5227.
  • The return is a trust filing Form 1040NR.
  • The return is a Qualified Funeral Trust.
  • The return includes Form 8990.
  • The return has a Form 1041-A, Trust Accumulation of Charitable Amounts.
  • Any date field that displays "Various" instead of an actual date when the specifications require a date. If the specifications allow a blank date, UltraTax CS will convert the "Various" to blank in the electronic file.
  • More than one Form 4970 is in the return.
  • The 1041 tax payment is greater than $99,999,999.
  • The estimated tax payment is greater than $99,999,999.

Related topic: Entering data for 1041 electronic returns overview

Was this article helpful?

Thank you for the feedback!