1040-US: Printing a copy of the extension with the tax return

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Our Support department is closed on [[date]]. However, limited UltraTax CS phone support is available on that date from 9 AM - 5 PM ET due to the approaching deadline.

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To print a copy of the extension form with the client and preparer collation of the tax return, complete the following steps. 

  1. Choose Setup > 1040 Individual.
  2. Click the Federal tab.
  3. Click the Other Return Options button.
  4. On the Return Presentation tab, mark the Print copy of extension with tax return checkbox.

Note: In order for the extension to be included when printing the main return, the extension must be previewed, printed or e-filed prior to printing the return.

Related topic: Extensions FAQs (1040)

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