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Form 8948 paper filing exception
General information
1041 Federal mandatory e-filing falls under the greater than 10 return combined 1040 + 1041 mandate.
Client-specific exception
To complete Form 8948, Preparer Explanation for Not Filing Electronically, go to the
ELF
screen in the Electronic Filing
folder. Complete the Form 8948 - Paper Filing Exceptions section.- Taxpayer chose to file the federal return on paper: EnterXif the taxpayer chooses to file the return on paper.
- IRS error reject code (ERC): ERC number: The IRS issues an Error Reject Code (ERC) when it rejects a return. Error Code 825 is an example of a Master File Rejection by the IRS. To view the IRS rejections once you retrieve the acknowledgments, selectUtilities,Electronic Filing Status, double-click the client to expand the tree, then selectDetails
in the Comment column to display the error code numbers and text. - IRS error reject code (ERC): Number of attempts to electronically file this return: Enter the number of attempts made to file the return electronically. You'll need to make at least 1 attempt.
- UltraTax CS error reject code (ERC): ERC Number: Enter the ERC received in UltraTax CS that you can't resolve. For example, enter916for Code US0916.
- UltraTax CS error reject code (ERC): Number of attempts to electronically file this return: Enter the number of attempts made to file this return electronically. You'll need to make at least 1 attempt.
- Other circumstance preventing this return from being electronically filed: Enter any explanation of a circumstance that prevents you from filing this return electronically.
- Form not supported for electronic filing by UltraTax CS: Enter the schedule or form number if this return includes 1 of the forms listed in the following table and in the dropdown.C-EZNet profit from business8820Orphan Drug Credit8829Expenses for Business Use of Home8864Bio-Diesel and Renewable Diesel Fuels Credit8874New Markets Credit8881Credit for Small Employer Pension Plan Startup Costs8882Credit for Employer-Provided Childcare Facilities and Services8896Low Sulfur Diesel Fuel Production Credit
- Suppress Form 8948: EnterXto suppress the printing of Form 8948 to create the efile check for errors. If you enter waiver information in theElectronic Filing Mandatewindow atSetup,Office Configuration,Preparers, thenExceptions, Form 8948 will print with all clients. You may elect to suppress the printing of Form 8948 on a client-by-client basis.
Global exception
If the number of 1040 and 1041 returns the firm files from all preparers totals less than 11, select
Setup
, Office Configuration
, then Electronic Filing
and mark the Electronic filing mandate
checkbox. This indicates that the firm isn't covered by the electronic filing mandate, and you don't need to attach Form 8948 to paper returns. If a firm has 1 preparer and that preparer isn't a specified tax return preparer per IRS rules, mark this checkbox as well. There's currently no reporting requirement with the IRS that needs to accompany the tax return.To enter an exception for a specified tax return preparer not filing covered returns electronically, select
Setup
, Office Configuration
, Preparers
, then Exceptions
.note
If you aren't a specified tax return preparer, don't complete these fields. Instead, refer to the previous exception under
Setup
, Office Configuration
, then Electronic Filing
. The fields include the waiver letter data, reference number (as a result of filing Form 8944 and receiving approval), and a list of reasons.This article applies to:
- Product: UltraTax CS
- Return type: 1041 Fiduciary