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Filing

File and attach Form 8865 to electronic files

You can file Form 8865 electronically only if it's attached to the filer's Form 990, 1040, 1120, 1120S, 1065, or 1041 return. You can't electronically file Form 8865 filed separately with the IRS.
note
  • You can attach multiple Form 8865 electronic files to a return.
  • Create and attach all Form 8865 electronic files to the return before creating the filer's electronic file.
  • The Form 8865 electronic file should pass all electronic filing error checking before you attach the Form 8865 electronic file to the filer's electronic file.
  1. In UltraTax CS, create the electronic file for the Form 8865 return.
  2. With the filer's client return open, select
    Edit
    , then
    Electronic Filing Attachments
    .
  3. Select
    Add
    .
  4. Select
    Federal
     from the dropdown in the
    Product
     field.
  5. Select
    Tax Return
     from the dropdown in the
    Return
     field.
  6. Select
    8865 E-file
     from the dropdown in the
    Attachment title
     field.
  7. In the Attachment file source section, select
    8865
    ,
    Browse
    , then go to and select the Form 8865 electronic file. It will have an
    .xef
     extension.
    note
    • The 8865 electronic file is located in
      X:\Wincsi\UT22Data\$SYSDATA\attachments
      .
    • If you're running UltraTax CS through Virtual Office CS or Software as a Service (SaaS), go to
      Y:\UT22Data\$SYSDATA\attachments
       to select the XEF file. This location is selected by default when you select
      Browse
      .
  8. Select
    OK
     to go back to the
    Electronic Filing Attachments
     window.
  9. Repeat steps 3–8 if you need to attach more Form 8865 electronic files.
  10. Select
    OK
     when you've added all Form 8865 electronic files.
  11. Create the electronic file for the filer's return. UltraTax CS merges the attached Form 8865 electronic files into the filer's electronic file.

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