1040 e-filing FAQs

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The following includes answers to common questions about electronic filing.

General

Which forms in UltraTax CS/1040 are not included in the electronic file, but allow the return to be filed electronically?

Which forms in UltraTax CS/1040 are not eligible for electronic filing?

Is there an application that I need to file in order to file returns electronically?

How many years of 1040 Individual returns does the IRS support for electronic filing?

Is there a mandate for electronically filing individual returns?

How do I answer the questions on the IRS e-file application?

How is the name control determined?

Can I electronically file Form 1040-SS or Form 1040-PR?

How do I enter a suffix like "Jr" in the taxpayer, spouse, and/or dependent name field?

Is there a limit to the number of Schedule D transactions for electronically filed returns?

Where do I mail Form 8453, U.S. Individual Income Tax Transmittal for an IRS e-file Return?

When reviewing the return, I noticed that the bank account information I entered in Screen Bank is not the bank account information showing on Form 1040, Page 2. What is causing this?

Can I use an APO/DPO/FPO address with an electronically filed return?

How do I enter a Form W-2 with Combat Pay Exclusion for electronic filing?

How can I generate Form 4852 (a substitute for Form W-2 or Form 1099-R) when filing electronically?

How do I complete the prior year PIN and prior year AGI when electronically filing Form 1040 for first-time filers?

FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR)

How do I extend FinCEN Form 114 (FBAR)?

Do I need to register with the BSA E-File System to file FBAR/FinCEN Form 114 through UltraTax CS?

How do I suppress the FBAR/FinCEN Form 114 electronic file?

Can prior-year FinCEN Forms 114 be electronically filed using UltraTax CS?

How do I read FBAR / FinCEN Form 114 reject descriptions?

Why is the country code on Form 114 different from the country code selected in the input screen?

What is the deadline for electronically filing FinCEN Form 114?

Dual-status returns

Can I electronically file a dual-status return?

Error codes and rejections

My client's electronically filed return was rejected. Can I view a list of business rules and potential reasons and resolutions?

What action can I take to resolve IRS Master File rejections?

Extensions

How to I prepare an extension?

How do I create a batch of electronic extensions?

Payments and refunds

Can I electronically file Form 1040-ES separately from the tax return?

How do I designate estimated tax payments from Form 1040-ES for next year to be automatically debited from a client's bank account on their electronically filed income tax return? And can all four estimates be designated for withdrawal with the electronically filed return?

What issues might cause a refund delay on an electronically filed return?

How do I file for an Electronic Refund Disbursement Service (ERDS)?

How do I designate a balance due on an electronically filed income tax return to be automatically debited from a client's bank account?

States

What states offer electronic filing?

What should I do if I have electronically transmitted a return within the last 24 to 48 hours and have not yet received an acknowledgment from the IRS?

Are there state electronic filing requirements?

Personal Identification Number (PIN)

How do I use the self-select Personal Identification Number (PIN) signature?

How do I use the Practitioner Personal Identification Number (PIN) signature?

Why does Form 8878 or 8879 not print even when Screen PIN data entry is completed for the Self-Select PIN and the Self-Select PIN disclosure form prints?

When does UltraTax CS automatically complete the Name of Electronic Return Originator field on the IRS e-file Signature Authorization form?

What is the Practitioner PIN and who can participate in the program?

How can I print the PIN forms and filing instructions without entering all of the required information?

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