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Disaster area tax extensions

SOLVEDby IntuitProConnect Tax81Updated December 23, 2021

Help for Victims of Hurricane Ida:

Tax relief for taxpayers and businesses in disaster situations postpones various tax filing and payment deadlines, by extending the deadline to February 15th, 2022 for all or part of 6 qualifying states LA, MS, PA, NY, NJ, CT.

  • This date extension occurs during the annual Individual MeF shutdown period which historically occurs in late November when the system is updated in preparation for the next tax year which may affect the ability to e-file these returns (e-file historically re-opens in late January).  
  • During an MeF shutdown period, all returns must be signed and mailed to the IRS, any eSignatures will not be valid.

To determine whether your taxpayer/business is included in this extended deadline, see

General disaster relief information:

Taxpayers who reside in a federally declared disaster area which may qualify for a disaster relief extension.

  • A declared disaster doesn't change e-file schema rules. You must e-file e-file extensions before the regular due date.
  • During an MeF shutdown period, all returns must be signed and mailed to the IRS, any eSignatures will not be valid.
  • E-file payment of estimated taxes must be made by the original due date.
    • Filers can pay via the IRS Direct Pay website or by check with Form 4868.
  • The IRS resource Tax Relief in Disaster Situations contains a full list of recent tax relief items and related details.
    • Locate the applicable disaster to determine available relief and what changes to report on the tax return.

How do I delay a quarterly payment?

Estimates e-filed with the return can't be set to withdraw after the federal due date for all filers.

  • If first quarter estimates for taxpayers outside the disaster area are due April 15, you must select April 15 or earlier as the withdrawal date to e-file estimates with the return.

Can I delay the withdrawal of tax due when I e-file the return?

Like estimates, direct debit payment with an e-filed return can't be set to withdraw after the federal due date for all filers.

  • For example, if taxpayers outside the disaster area are required to pay their 1040 balance by April 15, then no payment date after April 15 can be selected.
  • Returns e-filed after the federal due date will use the date of the e-filed return as the withdrawal date.

How can my client make payments to the IRS after the original due date?

Clients who qualify to delay their tax payment, but choose to e-file their return before their desired payment date, can use another payment method:

IRS Direct-pay doesn't require having the taxpayer create an IRS.gov account. Payments can be made by simply verifying tax information from the tax returns on file with the IRS. See the IRS additional information for help.

Lacerte:

  1. Go to Screen 5.1, Invoice, Letter, Filing Instr.
  2. In the Client Letter section, enter the appropriate date in Due date of return [O].
  3. You can also select to include Credit card instructions: 1=yes, 2=no [O] or the Direct pay option on this screen.
  4. Use Screen 5.2 Custom Client Letter if you need to change the due date of any quarterly estimates.

ProSeries (only available in ProSeries Professional):

Use the letter editor to remove the applicable date code and type in the correct date.

ProConnect Tax:

  1. On the left-side menu, under General, select Letter.
  2. Enter the appropriate date in Due date of return [Override].
    • This entry will update the client letter paragraphs about when to mail Form 1040 and Form 1040-V with payment, if applicable.
    • Quarterly estimate due dates can't be overridden.

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