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The following field descriptions provide information about entering data for required fields on Screen 1041.
Field |
Description |
---|---|
Type of entity |
Only a decedent's estate, simple trust, complex trust, or grantor trust and the amended returns for these estate / trusts may be filed electronically. UltraTax CS does not prepare an electronic return for an agency, bankruptcy estate, charitable trust, electing small business trust, pooled income fund, or qualified funeral trust. |
Family name for electronic filing name control |
UltraTax CS uses the information entered to calculate the name control for the electronically filed return. If you leave this field blank and the Name control (Force) field is blank on Screen ELF, the return will be rejected for electronic filing. |
Bankruptcy estate | UltraTax CS does not prepare an electronic file for Bankruptcy estate - Ch 7 returns, Bankruptcy estate - Ch 11 returns, or Qualified Disability Trust returns. |
Split-interest trust type | Split-interest trust returns file Form 5227, which is not eligible for electronic filing. These types of returns must be filed on paper. |
Prepare Form 1040NR | Nonresident alien trust returns file Form 1040NR, which is not eligible for electronic filing. These types of returns must be filed on paper. |
Special processing | Information you enter is displayed at the top of the return you are filing, but is not included in the electronic file. |
Tip: For details on other input screens and their corresponding guidelines for creating IRS-acceptable electronic files, see the following topics.
- 1041 IRS filing deadlines & electronic filing information
- Electronic filing guidelines for 1041 Screen 1116
- Electronic filing with multiple installations of UltraTax CS and/or multiple client data locations
- Configuring UltraTax CS for 1041 electronic returns overview
- Entering data for 1041 electronic returns overview
- Creating the 1041 electronic file and correcting errors overview
- Transmitting electronic 1041 returns via CS Connect overview
- UltraTax/1041 electronic filing overview
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