Diagnostic says 1041 w/ FY ending before 12/2021 can't be e-filed, yet IRS accepts efile of current year two prior years. Is this unique to Intuit/ProConnect?

[brannigan]

I have a 1041 tax return for an estate that ends on 10/30/2021. ProConnect says I can't efile it: "Federal 1041 returns with a fiscal year ending before December of 2021 cannot be e-filed. File the 1041 return as a conventional paper return." Yet IRS lists Intuit as approved IRS Modernized e-File Business provider for 2019-2021 (https://www.irs.gov/e-file-providers/1041-modernized-e-file-mef-providers). Has anybody run into this?

[sjrcpa · Accepted solution]

If the year on that return began in 2020 you need to prepare it in the 2020 software.

It sounds like you are using 2021.

[brannigan]

Thanks, that was it. Seems counterintuitive to me, but that error message went away when using 2020 software.

[sjrcpa]

You're welcome.