Generating Extension Form 2350 for US Citizens and Resident Aliens Abroad in Lacerte

This article will show you how to generate Form 2350, Application for Extension of Time to File U.S. Income Tax Return, in the Individual module of Lacerte.

To generate Form 2350:

1. Go to Screen 9, Extension (4868, 2350).
2. Scroll down to the  Extension for Taxpayers Abroad (2350) section
3. Enter a 1 in 1 = Form 2350, 2 = blank (MANDATORY)
4. Complete all other necessary entries
5. Click on Settings
6. Click on Options
7. Select the Tax Return tab
8. Scroll down to the Federal Tax Options section
9. Select Yes from the Form 2350 with Return drop down menu
10. Select OK to save changes.

Form 2350 needs to be filed on or before the due date of Form 1040.  See the IRS Instructions for Form 2350 for more information.