1041 E-file Guide

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Overview of E-file

• Overview
• Authorization to Participate in E-file Program
• E-filing Returns
• 1041 E-file: Steps to E-filing Returns

Setting E-file Tax Defaults

• Setting Up General Defaults
• Setting Up 1041 Defaults

E-file Mandate

• 1041 E-file: Mandate
• 1041 E-file: Preparer Explanation for Not E-filing
• 1041 E-file: E-file Opt Out: Taxpayer Statement
• 1041 E-file: FAQs on the E-file Mandate

Elections

• 1041 E-file: Elections - General Guidelines
• 1041 E-file: Examples of Election Formats
• 1041 E-file: Using the Application
  • Predefined Elections
  • Account-defined Elections
  • Preparer-defined Elections

Using the E-file Spreadsheets

• 1041 E-file: Using the E-file Spreadsheets
• 1041 E-file: Return Spreadsheet Tab

• 1041 E-file: Return - 990-T Spreadsheet Tab

• 1041 E-file: Extension Spreadsheet Tab
• 1041 E-file: Form 8868 Extension Tab
• 1041 E-file: Estimates Spreadsheet Tab

Preparing the E-filed Return

• 1041 E-file: Preparing the E-filed Return
• 1041 E-file: Enabling E-file
• 1041 E-file: Entering Signature Information
• 1041 E-file: Entering Attachments
• 1041 E-file: Entering Additional Information
  • Forms Included in E-file
  • Business Name Control
  • E-file Opt Out: Preparer Explanation
  • E-file Opt Out: Taxpayer Statement
• 1041 E-file: Checking for E-file Validation Errors
• 1041 E-file: Reviewing E-file Diagnostics
• 1041 E-file: Creating the E-file
  • Deleting an E-file
• 1041 E-file: Sending Qualified E-filed Returns to the IRS
• 1041 E-file: Checking the Status of the E-filed Return
• 1041 E-file: Viewing Rejection Notices

Preparing the Paper Return

• Preparing the Paper Return
• Form 8948

E-filing the Form 7004 Extension

• 1041 E-file: E-filing the Form 8868 Extension
  • List of Accepted Forms
  • 1041 E-file: Steps to E-filing Extensions
  • 1041 E-file: Preparing the Electronic Part of the Extension
• 1041 E-file: Enabling E-file for Form 7004
• 1041 E-file: Extension - Entering Signature Information
• 1041 E-file: Extension - Entering Additional Information
• 1041 E-file: Extension - Checking for E-file Validation Errors
• 1041 E-file: Extension - Reviewing E-file Diagnostics
• 1041 E-file: Creating the E-file for the Extension
• 1041 E-file: Sending Qualified Extensions to the IRS
• 1041 E-file: Checking the Status of the E-filed Extension
• 1041 E-file: Extension - Viewing Reject Notices

E-filing the Form 8868 Extension

• 1041 E-file: E-filing the Form 8868 Extension
  • List of Accepted Forms
  • 1041 E-file: Steps to E-filing Extensions
  • 1041 E-file: Preparing the Electronic Part of the Extension
• 1041 E-file: Enabling E-file for Form 8868
• 1041 E-file: Extension - Entering Signature Information
• 1041 E-file: Extension - Entering Additional Information
• 1041 E-file: Extension - Checking for E-file Validation Errors
• 1041 E-file: Extension - Reviewing E-file Diagnostics
• 1041 E-file: Creating the E-file for the Extension
• 1041 E-file: Sending Qualified Extensions to the IRS
• 1041 E-file: Checking the Status of the E-filed Extension
• 1041 E-file: Extension - Viewing Reject Notices

Aggregating Third Party XML Files

• 1041 E-file: Aggregating XML Files

• 1041 E-file: Aggregating International Forms from Returns Created with Third Party Software

• 1041 E-file: Completing the Aggregated Return

• 1041 E-file: Aggregating Beneficiary K-1s

Appendices

• 1041 E-file: Appendix A - Accepted Forms and Schedules
  • Forms and Schedules for E-file
  • Other Documents for E-file
  • Exclusions from E-file
• 1041 E-file: Appendix B - State E-file Availability
• 1041 E-file: Appendix C - E-file Payment Reference
  • Balance Due Returns: Payment Information
  • Overpayment
• 1041 E-file: Tips for Troubleshooting E-file Rejections
• Appendix E - FAQs

 

 

 

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Last Modified: 07/19/2022

Last System Build: 08/30/2022

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