1040-IN: Preparing the extension

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Summary

Use Screen INExt, in the Payments folder, to generate Form IT-9 extension request / payment voucher. One of the key steps to having the penalty waived is to file an extension by the original due date. Federal Form 4868 can serve as an extension request. Indiana Form IT-9 can be used for both the extension request and the accompanying voucher for making an extension payment.

Details on Form IT-9 extension and late penalty criteria.
  • The Indiana Department of Revenue may waive certain penalties if taxpayer files an extension, provided that other criteria are met.
  • If you are not making a payment, the Indiana Department of Revenue still accepts Form IT-9 without a payment amount.
  • The Indiana Department of Revenue does not support electronic filing of Form IT-9 via third party software such as UltraTax CS.
  • The Indiana Department of Revenue does provide a means for taxpayers to make payments online or via telephone.

Payments and filing criteria

Taxpayers who do not pay all of their income tax by the original return due date are typically subject to late penalty. However, the Indiana Department of Revenue waives certain late penalties on the unpaid balance of tax that is due as of April 18, 2017 if the taxpayer meets all of the following criteria:

  • Taxpayer pays at least 90 percent of the tax by the original due date, April 18, 2017. (This may be accomplished via withholding, estimates, additional payments, etc.)
  • Taxpayer files an extension request via Indiana Form IT-9 or federal Form 4868 by the original due date, April 18, 2017. (This includes making any federal or state extension payments online.)
  • Taxpayer files Form IT-40 or Form IT-40PNR by the extended due date, November 14, 2017.
  • Taxpayer pays remainder of the tax due by the extended due date, November 14, 2017.

Preparing the extension

Use the information below to prepare Form IT-9.

Entering extension data

Enter data on Screen INExt to complete Form IT-9, Application for Extension of Time to File. There are various approaches to preparing an extension:

Printing the extension

Choose File > Print Extensions to print Form IT-9 when data entry is complete on Screen INExt.

Preparing the return after filing an extension

When preparing an extended return, ensure you have the following information from the extension.

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