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 includes answers to common questions about electronic filing.
General
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?
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?
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
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?
What issues might cause a refund delay on an electronically filed return?
How do I file for an Electronic Refund Disbursement Service (ERDS)?
States
What states offer electronic filing?
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?
What is the Practitioner PIN and who can participate in the program?
Was this article helpful?
Thank you for the feedback!