Extensions overview (1040)

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Use Forms 4868 and 2350 to extend due dates as follows.
  • Form 4868: Use to apply for a 6-month filing extension for the following forms: 1040, 1040-SR, 1040-NR, 1040-NR-EZ, 1040-PR, or 1040-SS.

    For more information from the IRS, see Instructions for Form 4868.

  • Form 2350: Use to request a filing extension for Forms 1040 or 1040-SR if your client expects to file Form 2555 and the extension gives them time to meet either the bona fide residence test or the physical presence test.

    See the Instructions for Form 2350 for more information.

Data entry

UltraTax CS Extension Checklist Generator

Preparing 1040 extensions

Preparing batch electronic extensions

Entering extension PIN information

Penalties and payments

1040 Penalties

Paying a balance due extension via Electronic Funds withdrawal (EFW)

Payment by credit card

Input screens

Extensions dialog

Screen Ext - Extensions

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