Skip to main content

Legal

Tax & Accounting

Trade & Supply

Risk & Fraud

News & Media

Books

Developers

Filing

Prepare 1041 federal extensions for e-filing

Do the following to prepare 1041 federal extensions for e-filing.
  1. Enter the client's tax data. Make sure you follow the guidelines for entering data.
  2. Select the
    Electronic Filing
     folder and open the
    ELFExt
     screen.
  3. Enter
    X
     in the
    File extension electronically
     field.
  4. Select the PIN authorization indicator, then complete the
    Taxpayer PIN
    ,
    Signature date
    , or
    ERO PIN
     fields.
  5. Select
    File
    , then
    Print Extensions
    .
  6. Mark the
    Create electronic file
     checkbox.
  7. Select
    Options
    , then the
    Extension Print Options
     tab.
  8. Select the option in the Which section to generate the 1st or 2nd extension.
  9. Select
    OK
    .
  10. Select
    Check E-File
     to check the electronic file for errors without creating the electronic file. Select
    E-File
     to check the electronic file for errors and create the electronic file. UltraTax CS creates the electronic file only when you select
    E-File
    .

This article applies to:

  • Product: UltraTax CS
  • Return type: 1041 Fiduciary
Chat now

error-icon

Triva isn't available right now.

Check out the support page for our phone number and hours

error-close