Diagnostic: 61669 - "Electronic Filing.  Form 8865. The Federal return has been disqualified from electronic filing, as it includes international information on 8865 Schedule K-2 and..." with a 1065 return using CCH® ProSystem fx® Tax and CCH Axcess™ Tax.

  • Article Type:
  • Problem Resolution
  • Last Modified:
  • 07/22/2022

Symptoms

Full Diagnostic Text

Electronic Filing.  Form 8865. The Federal return has been disqualified from electronic filing, as it includes international information on 8865 Schedule K-2 and K-3 and contains more than 50 partners. Generating PDF attachments for 8865  Schedules K-2 and K-3 in order to electronically file a return of this size will slow or possibly prevent the upload of this return and other returns attempting to upload at the same time. Please extend this return until further guidance is available for 8865 Schedules K-2 and K-3 from the IRS.

Environment

  • CCH® ProSystem fx® Tax
  • CCH Axcess™ Tax
  • Partnership - 1065

Cause

N/A

Resolution

If the return contains more than 50 partners with Form 8865 Schedule K-2 and K-3s, then the return should be paper filed.
  • If the return contains Form 8865 Schedule K-2 and K-3s prepared for 50 partners or less, then Schedules K-2 and K-3 will be attached to Form 1065 electronically as PDF files.
  • The IRS does not plan, and has not planned, to release an electronic filing schema XML including Form 8865 Schedule K-2 and K-3(s) to software vendors for tax year 2021.
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