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.
The following links provide information about miscellaneous guidelines that do not refer to specific input screens, as well as information about IRS limitations to the number of characters that can be entered in certain fields. Follow these guidelines to create IRS-acceptable electronic files. You can find a more complete list of these guidelines and procedures for the Form 1041 e-File Program in the IRS publication.
Note: Further information is available at the IRS website at www.irs.gov/forms-instructions.
Data-entry guidelines for alpha, numeric, alphanumeric, and special characters
How to include information in the electronic return
IRS field size limitations for UltraTax/1041
Descriptions of default government print collations with editing information
Name control field information
Data-entry guidelines for trust or estate names
How to enter names that include titles or suffixes in UltraTax/1041
Related topic: Entering data for 1041 electronic returns overview
Was this article helpful?
Thank you for the feedback!