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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.
    note
    • To request an electronic funds withdrawal to pay a balance due extension for Form 1041, complete the necessary fields in the Form 7004 and 8868 - Extension Information section on the
      ELFExt
       screen in the
      Electronic Filing
       folder. Enter the bank account information on the
      Bank
       screen in the
      General
       folder.
    • Form 7004 extension for Form 1041 and Form 8868 extension for Form 1041-A and Form 5227 are eligible for electronic filing.
  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
    .
note
  • UltraTax CS defaults to the previous extension print selection, so you may need to reset your extension print options. If you get a prompt that says the
    The selected clients will not be printed because their entity does not support the extension selected
     when you print or create an electronic extension, select
    File
    ,
    Print Extensions
    , mark the
    Create electronic file
     checkbox, select
    Options
    , then the
    Extension Print Options
     tab, and select the correct option in the Which section.
  • Reset your extension print options to
    First extension
     after printing or creating a 2nd extension.

This article applies to:

  • Product: UltraTax CS
  • Return type: 1041 Fiduciary

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