Extensions dialog (1040)

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Use this dialog to enter the reply address for extension correspondence, to print the preparer's name on Form 4868; to elect to include projected estimated tax penalties in the balance due on extension; and to create electronically filed extensions without calculating tax liability or payment amounts.

To open this dialog, choose Setup > 1040 Individual > Federal tab, and click the Extensions button.

Note: Depending on your security configuration, you might be prompted to enter the master password before you can open an entity type tab.

Fields & Buttons

Choose the appropriate option to determine the reply address to use on extension correspondence.

Notes

  • When the preparer (agent) address is used for the reply address for extension correspondence, the taxpayer name will also print per IRS form instructions.
  • By default, UltraTax CS will use the preparer (agent) address on extension Form 2350. The taxpayer address will be used on extension Form 4868.
  • To set or override this option on a client-by-client basis, choose the appropriate selection from the drop-down list for the Address for extension correspondence field in Screen Ext in the Payments folder.
  • These are new client options. Only new clients added after making changes will be initialized with these options.

Mark this checkbox to print the preparer's name on the bottom of Form 4868.

Mark this checkbox to include any projected estimated tax penalty calculated on Form 2210/2210F at the time the extension is processed in the balance due on Form 4868 or 2350. Note that if there is an entry in the Balance due on extension (Force) field on Screen Est located in the Payment folder, no estimated tax penalty will be included. If this option is selected, any state extension processed also includes the estimated tax penalty in the balance due.

Mark this checkbox if you want to create an electronic extension without any tax liability or payment amount information when the Calculate extension field in Screen Ext is blank. The electronic extension will include only the taxpayer name, address, and Social Security number. The estimate of total tax liability and total payments fields (except for payments entered in the Paid with 4868 ext field in Screen Est) will be zero for the electronic file.

Clear this checkbox to create an electronic extension calculated with the total tax liability and total payment amounts based on the taxpayer's preliminary tax data even when the Calculate extension field in Screen Ext is blank.

Note: This option applies to electronic extensions only. Printed extensions will not calculate the total tax liability and total payment amounts when the Calculate extension field in Screen Ext is blank.

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