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1041 Estate Efile

PostPosted: 9-Jul-2019 9:19am
by HowardS
I'll be preparing the initial fiscal year and the final (short year) returns for an estate in 2019. The estate will have been open 16 months and both of the ending dates will be 2019, can I efile both or must I paper file the 2nd one?

Re: 1041 Estate Efile

PostPosted: 9-Jul-2019 9:45am
by DavidG
You can efile both, I have had this situation many times.

Re: 1041 Estate Efile

PostPosted: 9-Jul-2019 10:39am
by HowardS
Thanks David.

Re: 1041 Estate Efile

PostPosted: 9-Jul-2019 4:12pm
by MSchmahl
It does depend on the software provider, though. I use Drake software for 1041 returns, and they prevented the second one from being efiled because it was a "duplicate".

Re: 1041 Estate Efile

PostPosted: 9-Jul-2019 6:37pm
by HowardS
Good point, I'll contact my software provider (TaxACT).

Re: 1041 Estate Efile

PostPosted: 10-Jul-2019 2:22pm
by HowardS
TaxACT says no to efiling the second return.

Re: 1041 Estate Efile

PostPosted: 11-Jul-2019 9:13am
by ATSMAN
Most tax prep software will prevent a second e-file for the same tax ID # and year and same form. In MA you can file an amended return directly on their website.