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How do I e-file Form 4868 extensions in SureFire?

🔍 How do I e-file Form 4868 extensions in SureFire?

This guide explains important rules for e-filing Form 4868 extensions and what you need to do in SureFire to create and submit the extension e-file correctly.

⚠️ Before You Begin

You should know the following before attempting to e-file Form 4868 extensions:

  • Form 4868 e-files are not accepted as a first-time filed document after the IRS deadline for timely filed extensions.
  • However, the ERO can re-send a Form 4868 e-file after the due date if the original, timely filed return was rejected.

Note: Even though the CCH SFS Electronic Filing Center (EFC) will accept Form 4868 returns after the due date, the IRS will reject them with rejection code4868-001 once they receive the late extension forms from CCH SFS.

📊 Step-by-Step Guide

Step 1: Use the correct SureFire option to create the extension e-file

The most important item to remember when filing extension forms is that you must create the extension e-file using the Make Extension e-files option on the Tools menu of SureFire or the Extension E-file button in Diagnostics.

Step 2: Follow the PIN requirements for extension e-filing

In order to e-file the 4868 extension, you must mark one of the PIN boxes on the Main Information Sheet.

  • Pins are not required for a regular extension, but they are required if the Taxpayer wants an ACH debit (money taken out of a bank account).
  • All extension e-filing requires that you use a PIN program.
  • Please see F1 Help on the Main Information Sheet for information on how to use both the Self-Select and Practitioner PIN programs.
  • Practitioner PIN can be used for the ACH debit extension.
  • For Form 2350, you must have the PINs entered.

Step 3: Complete ACH information only when required

You do NOT have to complete any ACH information unless you have a balance due and are using ACH.

Step 4: If using direct debit, be prepared for Form 8878

If you check the 4868 with direct debit box on the Main Information Sheet, Form 8878 will be required.

✅ Tips for e-filing Form 4868 extensions

  • You can find instructions for e-filing Form 4868 in SureFire F1 Help.
  • Make sure you create the extension e-file using the Make Extension e-files option on the Tools menu of SureFire or the Extension E-file button in Diagnostics.

📞 Still Need Help?

If you are having trouble, contact our support team:

Phone: 1-800-516-9442

Or submit a support ticket



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