Filing Form 2350 extensions electronically (1040)

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Preparing to file a Form 2350 extension electronically

  1. Enter 3 in the Calculate extension field in Screen Ext, in the Payments folder, to calculate Form 2350.

    Note: You must also enter data in the following fields in Screen Ext for electronic filing.

    • Date first arrived in the foreign country
    • Date qualifying period begins
    • Date expected to return to the United States
  2. Enter 2350 in the File extension electronically field in Screen ELF in the Electronic Filing folder.
  3. Complete the appropriate fields for the required self-selected Personal Identification Number (PIN) data in Screen PIN in the Electronic Filing folder. You must use a PIN when filing Form 2350 because a signature is required on each form.
  4. Verify that the client's foreign address has been entered (in its entirety) in the statement dialog for the Foreign address field in Screen 2555 in the Foreign Exclusion folder.
  5. Review the diagnostic messages (press CTRL+D or choose View > Diagnostics).

Note: To access extension options for all clients, choose Setup > 1040 Individual, click the Federal tab, and click the Extensions button. These options include setting correspondence addresses, printing the preparer's name on Form 4868, and including the projected estimated tax penalty in the balance due on extension.

Creating the electronic file

  1. Choose File > Print Extensions.
  2. Mark the Create electronic file checkbox.

  3. Click the Options button, and then click the Extension Print Options tab. Verify that the 2350 (1040 only) option in the Which group box is selected.

    Note: UltraTax CS defaults to your extension print selections, so you may need to update these selections the next time you print an extension.

  4. Click OK.
  5. If you want to choose multiple clients, click the Clients button and select the extension clients you want to transmit.
  6. Click the E-File or the Print button to check for errors and create the extension electronic file. If any errors are generated when you create the electronic file, an error report will open. You must correct each error and re-create the electronic file. If there are no errors, proceed to step 7.
  7. Follow the normal procedures to transmit the electronic returns using CS Connect.

For more information, see the Form 2350 instructions.

For information about resolving electronic filing errors and rejections, see the E-File Help Center > Resolving E-File Errors > 1040 Individual page.

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