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.
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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.
- Create a new 1065 return, or go to to edit an existing one.
- In the1065dropdown, selectForeign Ptnrshp (8865).
- Enter data and prepare the return.
- 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.
- Close the Foreign Partnership return.
- Repeat these steps for as many Form 8865 returns you need.
- Open the tax return you're attaching Form 8865 to.
- SelectEditfrom the menu, thenElectronic Filing Attachments.
- SelectAdd.
- SelectFederalfrom theProductfield dropdown.
- SelectTax Returnfrom theReturnfield dropdown.
- Enter or select8865 E-filein theAttachment titlefield.
- In theAttachment file sourcearea, select8865.
- SelectBrowseand find the.xeffile. The default location for this file is inX:\Wincsi\UTYYData\$SYSDATA\attachmentswhereX:\is the location UltraTax CS is installed, andYYis the year of UltraTax CS you're using.
- SelectOpen.
- If you want to proforma this attachment next year, select theProforma information to next yearcheckbox.
- SelectOKto return to theElectronic Filing Attachmentswindow.
- Repeat these steps to attach more 8865 forms, if necessary.
- SelectOKto close the window when you've attached all Forms 8865.
- Create the electronic file for the filer's income tax return. UltraTax CS will include Form 8865 in the filer’s electronic file.
- E-file the return as you normally would.
