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Forms not included in the e-file

The following forms available in UltraTax CS aren't included in the electronic file. However, you can still file returns that contain these forms electronically since you'll need to file the forms separately from Form 1041.
  • Form 56, Notice Concerning Fiduciary Relationship
  • Form 706-GS(D), Generation-Skipping Transfer Tax Return for Distributions
  • Form 706-GS(D-1), Notification of Distribution from a Generation-Skipping Trust
  • Form 706-GS(T), Generation-Skipping Transfer Tax Return for Terminations
  • Form 706-QDT, U.S. Estate Tax Return for Qualified Domestic Trusts
  • Form 1041-A, Trust Accumulation of Charitable Amounts
  • Form 1041-T, Allocation of Estimated Tax payments to Beneficiaries
  • Form 1045, Application for Tentative Refund
  • Form 2848, Power of Attorney and Declaration of Representative
    note
    To file Form 2848 electronically via the IRS website, go to www.irs.gov/taxpros and select
    e-service - Online Tools for Tax Professionals
    .
  • Form 4506, Request for Copy of Tax Return
    note
    To file Form 4506 electronically via the IRS website, go to www.irs.gov/taxpros and select
    e-service - Online Tools for Tax Professionals
    .
  • Form 4506-T, Request for Transcript of Tax Return
    note
    To file Form 4506-T electronically via the IRS website, go to www.irs.gov/taxpros and select
    e-service - Online Tools for Tax Professionals
    .
  • Form 4720, Return of Certain Excise Taxes
  • Form 4810, Request for Prompt Assessment
  • Form 5227, Split-Interest Trust Information Return
  • Form 5495, Request for Discharge from Personal Liability
  • Form 8404, Interest Charge on DISC-Related Deferred Tax Liability
  • Form 8609, Low-Income Housing Credit Allocation and Certification
  • Form 8821, Tax Information Authorization
    note
    To file Form 8821 electronically via the IRS website, go to www.irs.gov/taxpros and select
    e-service - Online Tools for Tax Professionals
    .
  • Form 8822-B, Change of Address - Business
  • Form 8855, Election to Treat a Qualified Revocable Trust as Part of an Estate
  • Form 8918, Material Advisor Disclosure Statement
  • Form 8945, PTIN Supplemental Application for U.S. Citizens Without a Social Security Number Due to Conscientious Religious Objection
  • Form 8946, PTIN Supplemental Application for Foreign Persons Without a Social Security Number
  • Form SS-4, Application for Employer Identification Number
  • Form W-12, IRS Paid Preparer Tax Identification Number (PTIN) Application
    note
    To apply for a preparer tax identification number (PTIN) via the IRS website, go to www.irs.gov/taxpro, select
    e-service - Online Tools for Tax Professionals
    , then
    Sign up for PTIN
    .

This article applies to:

  • Product: UltraTax CS
  • Return type: 1041 Fiduciary

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