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Common questions about electronic filing of extensions in Lacerte

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Common questions about electronic filing of extensions in Lacerte

Electronically Filing Federal Extensions for an Individual and/or Business Return:

For steps on generating and sending the extension see How do I file extensions in Lacerte?

A1. No tax return forms are transmitted when filing an extension electronically; only the extension form is transmitted.
A2. When e-filing an extension, the option for Start e-file extension wizard... should be selected.
A3. Yes, the Federal extension can be sent with our without a payment.  The balance due can be paid by check, credit card (via irs website), or direct debit. See Form 4868 instructions for more details.
A4. To set up payment of balance due via direct debt, see   Individual Extension Form 4868 Payments for more information.
A5. Individual -  Form 8878 - IRS e-file Signature Authorization for Application for Extension of time to file.  Corporate, S-Corporate and Fiduciary - Form 8878-A - IRS Electronic Withdrawal Authorization for Form 7004.  These forms are similar to Form 8879 and are required only when filing an electronic extension AND paying the balance due electronically.  These forms are not mailed to the IRS and are kept by the ERO for a period of 3 years.
A6. None, no forms should be mailed to the IRS when e-filing the extension.
A7. There is no confirmation number associated with an e-filed extension.  The Accepted acknowledgement from the IRS is confirmation of the extension of time to file.
A8. No, the acknowledgements for extension are retrieved in the same manner as that of an e-filed tax return.  Select Step 3: e-file Acknowledgement Statuses - Receive Acknowledgement Statuses... from within the E-File dropdown menu in Lacerte.
A9. No, the return can be filed on paper or electronically, after the e-file extension has been Accepted.  To file a paper return after e-filing the extension, remove the checkbox(es) on Screen 1, Client Information, with in the Electronic Returns section. (If you are not mandated to e-file)
A10. No, after the extension deadline has passed, the Lacerte e-file center will not accept extension returns with our without payments.  Any payments made outside of the return filing will need to be made using the method of payment options available on the IRS website.
A11. For information on e-filing a batch or group of extensions,
. For step by step instructions see E-filing Extensions in Batches.
A12. Yes, the extension should be marked for Form 1120-H in Screen 12, Automatic Extension (7004).
Electronically Filing State Extensions for an Individual Return:
A1. Yes, state extensions can be sent along with the Federal extension if the state requires one.
A2. Yes, payments will need to be mailed unless Lacerte supports electronic payment with the state extension. (See individual state instructions for more detail)

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