This article applies to:

Product: ONESOURCE Income Tax Express RS
Return type: 1065 Partnership
State: California,Connecticut,Idaho,Illinois,Kentucky,Maryland,Minnesota,Montana,Nebraska,New Jersey,New York,North Carolina,Ohio,Pennsylvania,Texas,Utah,Wisconsin
Subject: e-file

F1065-040-02 e-file error

This error occurs when Schedule B, Line 2a is marked "Yes" but Schedule B-1 information isn't included in the return.

F1065-040-02: If Form 1065, Schedule B, Line 2a 'EntOwnInt50PctOrMorePrtshpInd' is "Yes", then Schedule B-1 must be present in return.

Go to

Organizer
General Information
Questions
Schedule B Questions
Question 2a - is yes

.

Select Question 2a - is yes
to open the related controls.

Select the if yes, provide detail
hyperlink for Question 2a.

Enter the required Schedule B-1 information in the Schedule B, line 2a - Overrides
fields.

note

Make sure all Name
and EIN
fields are completed where applicable.

Do a full recompute, then recreate the e-file.