1041 E-file: Preparing the E-filed Return

You must create a data file for every return you wish to e-file. The following are major tasks to create a data file:

1. Enable e-file.
2. Enter PIN or signature information.
3. Attach any necessary supporting documents in PDF format.
4. Enter any additional information.
5. Check for e-file validation errors.
6. Review e-file diagnostics.
7. Create an e-file for the return.
8. Send the Qualified e-file to the IRS.
9. Check the status of the e-filed return.
10. View rejection notices.

 

 

 

E-file/1041_ef_return_1.htm/TY2020

Last Modified: 09/09/2019

Last System Build: 09/13/2021

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