When trying to e-file an extension in Lacerte, the following diagnostic may generate:
e-file: Extension: For an electronically filed extension that has a Total Payment Amount (Line 2), the taxpayer must pay this amount via an electronic payment. Make sure the required entries have been made in $ {screen:3 }, under the New York Direct Deposit/Electronic Funds Withdrawal section. (ref. #9375)
Diagnostic Ref. 9375 generates due to a NY e-file specification.
To resolve diagnostic Ref. 9375:
To e-file the NY extension:
- Go to Screen 3, Miscellaneous Information/Direct Deposit.
- Scroll to the section Direct Deposit of Refund / Electronic Payment.
- Under the subsection Electronic Filing Only, Extension, select the box Electronic payment of tax due with extension.
If the NY extension was paper filed, you can remove the diagnostic message:
- Go to Screen 9, Extension (4868, 2350).
- In the Automatic Extension section, remove the 1 from the field 1=automatic extension, 2=blank (Mandatory).
This will cause the Client Letter to show an April 15 filing date.
The following diagnostic may also generate but won't prevent you from filing the NY tax return itself.:
Extensions (Form IT-370) are included in the e-file mandate. If you are required to e-file your clients' tax returns, you must also e-file extensions. There are two ways to e-file extensions. With either method, you get an acknowledgment that the request for extension was received:
- You can e-file extensions through your software provider with your tax preparation software. If the extension has a balance due, the balance must be paid with a direct debit (electronic fund withdrawal). Check your e-file software to see if it supports e-file for extension and the electronic funds withdrawal payment option.
- You can also e-file and extension directly on the NYS Tax Department web site, and pay the amount owed by check, credit card, or electronic funds withdrawal. Note that your software may link you to our website.
Although NY Form IT-370 is included in a printed copy of the NY tax return, an e-copy of NY IT-370 isn't included in the e-file package sent to NY, regardless of whether you filed an extension or not.
