Preparing 1041 returns or extensions for electronic filing overview

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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.

After you enter all of the data for the 1041 electronic return, you must complete steps to finalize the return and create the electronic file. Refer to the following topics for more information.

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