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1041 efile

russ1
Level 2

Hi

I have a client with two 1041s in the same year -2022.  The first is for FYE 8/1/2022-7/31/2023.  Which I filed.  The second is for short year 8/1/2023-10/31/2023 final -attempting to file. 

Should I paper file this short year as I am getting a critical diagnostic on using 2022 forms for 2023 activity.  Note, I think I can ignore the diagnostic as the 1041 has nothing by small losses and there are no 2023 tax changes that will affect the return.  I appreciate your thoughts.

Thanks,

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1 Solution

Accepted Solutions
George4Tacks
Level 15

Paper file. I would even highlight the short year and cross out 2022 on the form and write 2023

If there are K-1s, do the same on those forms to give to the beneficiaries. 


Here's wishing you many Happy Returns

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2 Comments 2
George4Tacks
Level 15

Paper file. I would even highlight the short year and cross out 2022 on the form and write 2023

If there are K-1s, do the same on those forms to give to the beneficiaries. 


Here's wishing you many Happy Returns
russ1
Level 2

Thanks for your response.  It is very helpful.