Support CenterCompleting Form 2350 for Electronic Filing
🔍 Completing Form 2350 for Electronic Filing
To complete Form 2350, follow the steps below to prepare your client’s return for electronic filing.
⚠️ Before You Begin
Make sure you:
- Complete your client’s return as accurately as possible.
đź“Š Step-by-Step Guide
Step 1: Complete your client’s return
Use this when you need to ensure the return is ready for Form 2350.
Complete your client's return as accurately as possible.
Step 2: Choose the correct Form 2350 option in the PIN section
Use this to select the correct Form 2350 setup based on whether direct debit is used.
In the PIN section on the Main Information Sheet, select either Form 2350 without direct debit or Form 2350 with direct debit.
Step 3: Complete required additional entries
Use this when the program prompts for extra information.
Complete the additional entries on the Main Information Sheet that become required.
Step 4: Open Form 2350 and fill in required entries
Use this to enter the information required on the form.
Open Form 2350 and fill in required entries.
Step 5: If direct debit is involved, complete ACH EXT
Use this when you need to set up the direct debit details.
If direct debit is involved, open the form called ACH EXT and enter the amount to be debited, bank Routing Transit Number, taxpayer account number, and date for the withdrawal to be made.
Step 6: Create the extension e-file (choose one option)
Use this to generate the e-file for the extension.
Do one of the following:
- Run diagnostics from inside the return and click the Extension E-File button.
- Open the Tools menu and select Make Extensions e-files.
❌ Important PIN Authorization Note
If the taxpayer or spouse authorizes the ERO to enter his PIN instead of entering the PIN himself, you must print Form 8878 and the taxpayer and/or spouse must sign it. You must keep this form on file for three years from the return due date or IRS received date, whichever is later. See IRS instructions for Form 8878 for more information.
Step 7: Clear the Form 2350 checkbox before creating the finished return e-file
Use this to ensure the finished return e-file is created correctly.
You must clear the Form 2350 check box on the Main Information Sheet before creating the e-file for the finished return.
đź“ž Still Need Help?
If you are having trouble, contact our support team:
Phone: 1-800-516-9442
Tags: federal,form