Screen INExt - Indiana Extension (1040)

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See also: 1040 Indiana frequently asked questions

Overview

Use this screen to complete Form IT-9, Application for Extension of Time to File. If information transferred from UltraTax/1040 does not require additional data or coding, UltraTax/1040-IN shows it on the form only, not in the input screen.

Use Form IT-9 to make a payment with an extension or to extend a return.

IN DOR waives the late penalty on unpaid balance of tax due as of April 17, 2018 if taxpayer meets all of the following criteria:

Calculate extension payment to reflect all amounts expected to be paid.

When the Include the projected estimated tax penalty in the balance due on extension field on the Extension dialog is marked, the default calculation for the Form IT-9 extension payment includes state and county income tax due (including use tax, household employment tax, and 529 credit recapture) as well as underpayment penalty.

Calculate extension payment to include minimum amount needed to avoid late penalties and interest.

When the Include the projected estimated tax penalty in the balance due on extension field on the Extension dialog is blank, the default calculation for the Form IT-9 extension payment includes state and county income tax due (including use tax, household employment tax, and 529 credit recapture) but excludes underpayment penalty.

No payment due:

Indiana accepts the Form IT-9 extension voucher even if there is no accompanying payment. Indiana also accepts Form 4868 in lieu of Form IT-9 if taxpayer is not making a payment for Indiana.

Electronic Filing:

Indiana does not support electronic filing of Form IT-9 via third party software such as UltraTax CS.

See the States that accept the federal extension topic for more information on filing extensions in other states.

Extension Information

Use this section to calculate an extension and extend the due date of the return.

Enter X to calculate a balance due with extension. To print the Form IT-9 extension voucher, choose File > Print Extensions. UltraTax CS also enters the applicable due date in the Extended due date field.

Choose Setup > 1040 Individual > Federal tab > Extensions to choose the approach for calculating the extension payment.

Calculate extension payment to reflect all amounts expected to be paid.

When the Include the projected estimated tax penalty in the balance due on extension field on the Extension dialog is marked, the default calculation for the Form IT-9 extension payment includes state and county income tax due (including use tax, household employment tax, and 529 credit recapture) as well as underpayment penalty.

Calculate extension payment to include minimum amount needed to avoid late penalties and interest.

When the Include the projected estimated tax penalty in the balance due on extension field on the Extension dialog is blank, the default calculation for the Form IT-9 extension payment includes state and county income tax due (including use tax, household employment tax, and 529 credit recapture) but excludes underpayment penalty.

If an extension is printed by choosing File > Print Extensions, or an entry is made in the Calculate extension field, the extended due date automatically appears in this field. Otherwise, the date manually entered in this field is used as the extended due date in the filing instructions and when calculating late filing penalties.

Each time you print the extension (via the File > Print Extensions), UltraTax CS does the following:

  • Calculates the extension payment amount and enters the amount in this field, and
  • Prints this amount on the main return, not on the extension.

Alternatively, you can overrule the calculated amount by entering the amount actually paid with the current-year extension in this field. UltraTax CS then displays the new amount in black.

  • To delete the overruled amount and restore the original calculated amount, right-click the field and choose Delete overrule.
  • To confirm the accuracy of the overruled amount, right-click the field and choose Acknowledge overruled data. UltraTax CS then disables the acknowledge functionality from the right-click menu. To restore the original amount later, you will need to manually enter the amount.
  • If desired, you can set a user preference to mark fields for which you overruled the calculated amounts and to list all overruled amounts in the Diagnostics window.

If you enter an amount in this field, UltraTax CS calculates the amount of total tax using the estimated payments and withholding entered, marks the Calculate extension field, completes the Extended due date field, and transfers the amount that you enter in the Extension payment actually made; reportable on main return field.

UltraTax CS marks the Schedule 7 or Schedule H checkboxes pertaining to the filing of federal Form 4868 and Form IT-9 based on federal and state data entry. Use these fields to change the response.

UltraTax CS proformas, to these fields, the estimated 2017 county income tax as calculated in the 2016 version of UltraTax/1040-IN. The amounts in these fields are used in the default calculation of the taxpayer and spouse components of county tax due on Form IT-9.

UltraTax/1040-IN calculates the total extension payment amount based on state income tax liability, taxpayer and spouse county tax liability, and any related withholding or estimates already paid toward the current year liabilities. The Indiana Department of Revenue requires taxpayers to report the portion of total extension payment attributable to taxpayer and spouse county income tax due. UltraTax/1040-IN allocates these amounts based on the current year county tax from Schedule CT-40 or Schedule CT-40PNR less any related county withholding and county estimates paid. Use these fields to enter amounts different than the calculated amount.

Amounts entered here affect only the distribution of county tax due and state tax due reported on Form IT-9. Amounts entered here do not affect the total extension payment amount. Use the fields above to change the total extension payment reported on Form IT-9.

When one field has data entry and the other field is missing data entry, the field with missing data entry is treated as 0 (zero) for purposes of reporting county tax due on Form IT-9.

The Indiana Department of Revenue calculates late penalties based on total payment due instead of breaking down payment amounts into amount of state income tax due and amount of county income tax due. However, for reporting purposes, the Department requires payment with extension to be allocated into amount attributable to state income tax and amount attributable to county income tax.

Enter the payment amount and the date of the payment. This information is used in the calculation of late filing payment penalties and interest, if applicable.

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