Configuring Return Configuration Set 1041/Fiduciary Electronic Filing Options

The 1041/Fiduciary window in the return configuration set displays electronic filing configuration options that apply to Fiduciary returns. You can override electronic filing options in the return configuration set using the General > Electronic Filing worksheet.

To configure 1041/Fiduciary electronic filing options, do the following:

  1. Open Dashboard, click Application Links on the navigation panel, and then click Configuration > Return configuration sets under Tax.
  2. Double-click a return configuration set on the navigation panel.
  3. Click Electronic Filing Options > 1041/Fiduciary on the navigation panel.
  4. Enter information for 1041/Fiduciary filing options in the various areas. ClosedExplain the 1041 options.
  5. Click Save to save your changes and continue working in the return configuration set, or click Save & Close to save your changes and close the return configuration set.