UltraTax CS
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UltraTax CS enables you to enter as much information as will print in the fields on the federal partnership income tax forms. However, the IRS allows only a certain number of characters in the fields of an electronically filed return. In some cases, the maximum number of characters you can enter in an UltraTax CS field is more than the maximum number of characters the IRS allows for that field in an electronically filed return. If you enter too many characters in a field, UltraTax CS truncates the text as necessary in the electronic file.
The following table lists the fields that are affected by this difference in field size, the screens in which those fields appear, the number of characters UltraTax CS allows, the number of characters the IRS allows, and the destination of the information on the form. Input screen fields are listed first, followed by noncalculating forms (if applicable).
If you are filing an electronic partnership return for a client, make sure the number of characters in the fields listed in the table that follows does not exceed the number of characters listed in the # of char in ELF column. If any of these fields exceeds the maximum number of characters allowed by the IRS, UltraTax CS automatically limits the information in that field within the electronic file.
| Screen ID or location | Field(s) | # of char in UltraTax CS | # of char in ELF | Destination |
|---|---|---|---|---|
| Setup > System Configuration > Firm tab | Firm address | 40 | 35 | Paid Preparer Use Only signature section on Form 1065, Page 1 |
| 3115 | Description of other type of change and citation of IRS guidance | Unlimited | 100 | Form 3115, Page 1, Part I, line 1(b) |
| 4562 or Asset tab | Listed property detail: Description of property (in statement dialog) | 45 | 20 | Form 4562, lines 26a and 27a |
| 4562 or Asset tab | Amortized property detail: Description of property (in statement dialog) | 25 | 20 | Form 4562, line 42a |
| 5471-3 | Shareholder name and address | Unlimited | 24 | Form 5471, Page 2, Schedule B (only 24 shareholders from the statement dialog in Screen 5471-3 are included in the electronic file) |
| 6478 | Qualified second generation biofuel (in gallons) | 12 | 9 | Form 6478, line 1a |
| 8865 | IRS service center where 1065 filed | 27 | 12 | Form 8865, Page 1, line H2 |
| 8865 | Identification of separate unit(s) under Regulations section 1.1503(d)-1(b)(4) or 1.1503(d)-1(b)(4)(ii): Separate Unit (in statement dialog) | 45 | 20 | Form 8865, Page 1, line H10a |
| F-2 | Other expenses | 29 | 20 | Schedule F, lines 32a - f |
| M3 | Other (specify) | 24 | 20 | Schedule M-3, Part 1, line 4b(5) |
| OthInfo | Other (specify) | 34 | 20 | Form 1065, Schedule B, line 1f |
| Sale or Asset tab | Description | 45 | 20 | Form 4797, lines 2a and 10a |
| Sale or Asset tab | Description | 45 | 40 | Form 4797, line 19a |
| 8275 (a non-calculating form) | Item of Group of Items | 24 | 18 | Form 8275, Part I, lines 1(b), 2(b), 3(b), 4(b), 5(b), and 6(b) |
| 8275 (a non-calculating form) | Internal Revenue Service Center where the pass-through entity filed its return | 26 | 12 | Form 8275, Part III, line 4 |
| 8275-R (a non-calculating form) | Item of Group of Items | 24 | 18 | Form 8275-R, Part I, lines 1(b), 2(b), 3(b), 4(b), 5(b), and 6(b) |
| 8275-R (a non-calculating form) | Internal Revenue Service Center where the pass-through entity filed its return | 26 | 12 | Form 8275-R, Part III, line 4 |
| 8611 (a non-calculating form) | Building Identification Number | 11 | 9 | Form 8611, line D (the Electronic Filing utility removes dashes, hyphens, and spaces) |
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