Support Center

<- Back to Main Page

Filing an 4868 extension for 1040 Individual

---

📊 Step-by-Step Guide

Step 1: Mark the correct extension option

Use this when you need to choose the right 4868 type based on whether the client owes or is expecting a refund.

To file an extension is pretty simple. On the main information sheet, make sure to select which option you need:

• If they owe money to the IRS, mark 4868 with direct debit.
• If the client is getting a refund, mark 4868 without direct debit.

Step 2: Confirm the 4868 populates in the forms tree

Use this to ensure the extension form was generated after you marked 4868.

Once you have marked the 4868, it will populate that form in the forms tree. Simply fill that out.

Step 3: Complete and e-File like normal

Use this to finish the extension and make sure it is included in the e-File process.

Once completed, you can go ahead and e-File like normal. Just make sure the 4868 is being used by making sure that box is checked.

🔍 How to Verify the Extension Was Created

Verify for the Web Version

Use this to confirm the extension appears correctly in the Web Version.

To verify that extension was created for the Web Version, simply go under TAX RETURNS and look at the list and make sure it looks like this:

Verify for the Install Version (after diagnostics)

Use this to confirm the extension is ready to e-File in the Install Version.

To verify that extension was able to be created for the Install Version after running diagnostics it will say extension e-File.

Tags: federal,form,install,web