Appendix E - FAQs

Attachments

How do I attach additional detail or other attachments with a 1041 return that is being e-filed?

Additional detail or attachments cannot be sent electronically. The IRS does not support PDF attachments for estate/trust returns. However, supporting documentation for an estate/trust return can be attached to Form 8453-F, and mailed to the appropriate IRS Service Center.

Extensions

For which jurisdictions can 1041 extensions be e-filed?

Extensions may be e-filed for the following:

Massachusetts
New York
Federal 7004
Federal 8868

How do I e-file 1041 extensions?

Thomson Reuters supports e-file of extensions for 1041 and 5227 returns.

Form 5227/Form 8868

Can you e-file Form 5227 or its extension Form 8868?

No. The IRS does not support e-file of Form 5227. We do support extension Form 8868.

Form 8948

How do I activate Form 8948 - Preparer Explanation for Not E-Filing?

To activate Form 8948 - Preparer Explanation for Not E-Filing:

Go to Organizer > E-file > Additional Information > E-file Opt Out > Preparer Explanation.
Select an appropriate reason for not e-filing.

Federal Estimates

Can you e-file federal 1041 Estimates?

Yes. They are e-filed with the regular federal return. The estimate information can be reviewed at the end of the federal e-file XML file and are included with the federal return e-file. To find the information for direct debit for e-file of the federal estimates, go to Organizer > General Information > Bank Information and scroll down to bottom of screen to the Estimate – Direct Debit (Electronic Funds Withdrawal) section to locate the Estimate authorization to debit funds is along with the dates and amounts.

Form 2210

Why am I getting an e-file reject for 2210?

If you are getting this 2210 e-file reject: Form 2210: The Form 2210 has not been electronically filed even though the form was sorted with the hardcopy return per client return options selection. IRS reject code 725 (IRS Publication 1438) indicates that the return will be rejected if Form 2210 is filed and none of the boxes on Form 2210, page 1, part II are checked. This is because the return does not require the 2210 if no box is checked. If you still want to print the 2210 and not suppress the form, then go to Organizer > Estimates and Penalties > Underpayment Penalty > Penalty Options and Information (tab) > section: Underpayment Penalty Sort Option, and select Always sort Form 2210 immediately following Form 1041-ES.

E-file/faq_1041_ef.HTM/TY2020

Last Modified: 03/18/2021

Last System Build: 09/13/2021