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e-File

Disqualifying Conditions

Conditions that result in disqualification of a return from e-file are listed below.

Federal 1041 Returns

  • Returns with a year end before December 31 of current tax year
  • Agency accounts
  • Incomplete or missing name or address lines for the account or any beneficiary listed on the account
  • Invalid EINs or SSNs for the account or beneficiary
  • Incorrect BNC

Federal 990 Return Types

  • Returns where the name changed
  • Returns showing a change in accounting period
  • Returns using a non-U.S. mailing address
  • Final returns
  • Short period returns
  • Returns filed before end of tax year
  • Prior year returns
  • Returns with non-IRS forms attached, such as Form LM-2 or LM-3
  • Returns with non-numbered attachments or schedules where an IRS format has not been developed, such as third party documents, brochures and organization charters
  • Organizations, such as churches and government agencies, excluded from the filing requirement pursuant to IRS Reg. 1.6033-2(g)

This article applies to:

  • PRODUCT: ONESOURCE Trust Tax
  • Subject: e-file