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This article applies to:

  • Product: UltraTax CS
  • Return type: 1040 Individual,1120 Corporation,1065 Partnership,1041 Fiduciary,990 Exempt Organization
  • Subject: Foreign income

File Form 8865 electronically

You can e-file foreign partnership Form 8865 if it's attached to an e-filed 1040, 1041, 1065, 1120, or 990 return. You can't e-file Form 8865 separately.
note
If the filer doesn't have to file an income tax return, they need to separately paper file Form 8865 to the IRS. File at the time and place where they would need to file an income tax return.
Complete the following to file Form 8865 electronically.
  1. Create a new 1065 return, or go to
    File
    Client Properties
     to edit an existing one.
  2. In the
    1065
     dropdown, select
    Foreign Ptnrshp (8865)
    .
  3. Enter data and prepare the return.
  4. Create an electronic file for the Foreign Partnership return as you would for any other electronic return. Make sure the e-file passes error checking.
  5. Close the Foreign Partnership return.
  6. Repeat these steps for as many Form 8865 returns you need.
  7. Open the tax return you're attaching Form 8865 to.
  8. Select
    Edit
     from the menu, then
    Electronic Filing Attachments
    .
  9. Select
    Add
    .
  10. Select
    Federal
     from the
    Product
     field dropdown.
  11. Select
    Tax Return
     from the
    Return
     field dropdown.
  12. Enter or select
    8865 E-file
     in the
    Attachment title
     field.
  13. In the
    Attachment file source
     area, select
    8865
    .
  14. Select
    Browse
     and find the
    .xef
     file. The default location for this file is in
    X:\Wincsi\UTYYData\$SYSDATA\attachments
     where
    X:\
     is the location UltraTax CS is installed, and
    YY
     is the year of UltraTax CS you're using.
  15. Select
    Open
    .
  16. If you want to proforma this attachment next year, select the
    Proforma information to next year
     checkbox.
  17. Select
    OK
     to return to the
    Electronic Filing Attachments
     window.
  18. Repeat these steps to attach more 8865 forms, if necessary.
  19. Select
    OK
     to close the window when you've attached all Forms 8865.
  20. Create the electronic file for the filer's income tax return. UltraTax CS will include Form 8865 in the filer’s electronic file.
  21. E-file the return as you normally would.

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