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CCH Axcess Tax

Form 1128 - Application to Adopt, Change, or Retain a Tax Year

Entries on the Application to Adopt, Change , or Retain a Tax Year worksheet are used to prepare Form 1128. This is a standalone form and most of the information needed to generate the form and required statements or attachments is based on your entries on these sections.

Form 1128 can only be submitted by itself on a paper return to applicable IRS address. If no option is selected on the Application to Adopt, Change , or Retain a Tax Year worksheet, Part I, General Information, Filing Form 1128 options, the form is assumed to be attached to income tax return and no special filing instruction letter for Form 1128 is generated. To produce special filing instruction letters, please select either option for Part II or Part III. This form is required to be signed by an authorized officer when it is filed as application to adopt, change or retain a tax year. Please refer to IRS Form 1128 filing instructions for details and exceptions on filing requirements.

To include a copy of Form 1128 as a PDF attachment, please use the Electronic Filing worksheet; PDF Attachment - Required section with the code of 12.

"Part I - General Information" section is used for all applicants to complete Form 1128, Part I - General Information.