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This article walks you through the extra steps needed to e-file an extension.

Have your extension information ready and plan to review the return and 4868 before e-filing.

📊 Step-by-Step Guide

Select the correct Self-Select / Practitioner PIN option for the 4868

On the Main Info sheet, move down to the Self-Select and Practitioner PIN section. Under the “What forms are you filing using PINs?” section, select one of these options for the 4868 based on the taxpayer’s situation.
Enable the “4868 is being used” checkbox

The second step is the checkbox at the top needs to be selected to show it is being used.
Review and e-file

After this, review the return and 4868 to ensure everything is in order for your taxpayer, then run Diagnostics like normal. Notice the normal E-file button has now changed to an Extension E-file button.

The process after this is the same as sending a return normally.

If you are having trouble, contact our support team:

Phone: 1-800-516-9442

Tags: federal,form