This article will help you:
- Complete the required entries to generate an extension
- E-file an extension
- Batch print extensions for multiple clients at once
To generate a Form 4868 for Individual:
- Go to Screen 9, Extensions (4868, 2350)
- In the 1=automatic extension 2=blank (MANDATORY) field, enter a 1.
How do I e-file an extension?
We recommend you review your e-file critical diagnostics for any that reference the extension before filing.
- Click on the Clients tab.
- Highlight the client(s) to e-file.
- From the E-File menu choose Start e-file Extension Wizard.
Use caution when selecting the e-file Extension Wizard. If you choose the incorrect wizard the return itself will be transmitted and cannot be canceled. An amended return would need to be filed.
- Verify the Client Name is correct and the correct extensions are selected under Federal and State Extensions when applicable and click Next.
- Once the extension is validated click on the Send e-file Returns Now.
To e-file after 4/15 for filers abroad:
Certain taxpayers who are out of the country on the tax deadline have until 6/15 to request an extension using Form 4868. To e-file these extensions after the original tax deadline, you must verify that box 8 of the form is checked, and that your client's tax home isn't listed as a U.S. address.
- Go to Screen 9, Extensions (4868, 2350)
- Enter a 1 in 1=automatic extension, 2=blank (MANDATORY).
- Scroll down to the Extension Pursuant to Regulation 1.6081-5(a) section.
- Enter a 1 to indicate your client's tax home was outside the U.S. on 4/15.
- Go to Screen 1, Client Information.
- Verify that your client's complete foreign address is entered here. The program won't allow you to transmit an extension after 4/15 for a client with a domestic address.
Related Topics:
- Electronic filing deadlines and perfection periods for individual returns and extensions (1040, 1040SR, 1040NR)
- Electronic filing deadlines and perfection periods for business returns and extensions (1120, 1120S, 1065, 1041)
- 1040 state extension frequently asked questions
- Common questions about electronic filing of extensions in Lacerte