Forms that are not eligible for e-filing

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Question

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

Answer

The following is a list of forms available in UltraTax CS that are not eligible for electronic filing. These forms would disqualify a return from electronic filing eligibility, unless indicated otherwise.

  • Dual-Status Return or Dual-Status Statement
  • Form 433-F, Collection Information Statement
  • Form 8283, Noncash Charitable Contributions
  • Form 8873, Extraterritorial Income Exclusion
  • Form 14039, Identity Theft Affidavit
  • Form W-7, Application for IRS Individual Taxpayer Identification Number
  • Form W-7(COA), Certificate of Accuracy for IRS Individual Taxpayer Identification Number

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