Prepare 1041 federal extensions for e-filing
Do the following to prepare 1041 federal extensions for e-filing.
- Enter the client's tax data. Make sure you follow the guidelines for entering data.
- Select theElectronic Filingfolder and open theELFExtscreen.
- EnterXin theFile extension electronicallyfield.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 theELFExtscreen in theElectronic Filingfolder. Enter the bank account information on theBankscreen in theGeneralfolder.
- Form 7004 extension for Form 1041 and Form 8868 extension for Form 1041-A and Form 5227 are eligible for electronic filing.
- Select the PIN authorization indicator, then complete theTaxpayer PIN,Signature date, orERO PINfields.
- SelectFile, thenPrint Extensions.
- Mark theCreate electronic filecheckbox.
- SelectOptions, then theExtension Print Optionstab.
- Select the option in the Which section to generate the 1st or 2nd extension.
- SelectOK.
- SelectCheck E-Fileto check the electronic file for errors without creating the electronic file. SelectE-Fileto check the electronic file for errors and create the electronic file. UltraTax CS creates the electronic file only when you selectE-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 theThe selected clients will not be printed because their entity does not support the extension selectedwhen you print or create an electronic extension, selectFile,Print Extensions, mark theCreate electronic filecheckbox, selectOptions, then theExtension Print Optionstab, and select the correct option in the Which section.
- Reset your extension print options toFirst extensionafter printing or creating a 2nd extension.
