ProSeries Frequently Asked Questions

Products Affected:

• ProSeries/1040
• ProSeries Basic/1040

Follow these instructions to electronically file Form 4868, Application for Automatic Extension of Time To File U.S. Individual Income Tax Return.

Notes:

• Payment instructions are at the bottom of Form 4868.
• Form 4868 cannot be electronically filed after the filing deadline.

When you are ready to electronically file Form 4868:

Complete the Federal Information Worksheet

1. Open the client's return.
2. On the Federal Information Worksheet, scroll down to Part VII - Electronic Filing of Extension Information and check the "File Form 4868 electronically" box. (The File the federal return electronically and File the state(s) electronically boxes can be checked, but they don't need to be.)
3. If Form 4868 does not have a balance due or the client wants to pay the balance due by check, skip to step 9.
4. To pay the balance due on Form 4868 by withdrawal from a bank account, scroll down to Part VIII - Direct Deposit/Electronic Funds Withdrawal Information of the Federal Information Worksheet, for "Use electronic funds withdrawal of Form 4868 balance due " check the Yes box.
5. Enter the bank account information or verify the transferred information is current.
6. Click the first QuickZoom button to QuickZoom to the Form 4868 Electronic Filing Worksheet.

Complete the Form 4868 Electronic Filing Worksheet

7. Complete the Electronic Funds Withdrawal - Amount paid with Form 4868 section by entering the payment date. The amount you are paying flows from Form 4868, line 7.
8. Complete the Practitioner PIN Information for Form 4868 section.
   Note: There are two places to enter the taxpayer Practitioner PIN information in ProSeries, on the EF Worksheet and on the 4868 EFWks. The PIN information for the extension must be entered on the 4868 EF Wks.

Complete Form 4868

9. Open Form 4868 .
   Note: To open this form in ProSeries Basic/1040, scroll to the top of the Form 4868 Electronic Filing Worksheet (4868 EF Wks) and click the first QuickZoom button, QuickZoom to Form 4868 to mark the freeze...
10. In the Important Information section, check box A, Check this box to freeze the amounts flowing to this form .
11. Enter the Amount You Are Paying with Form 4868, if any, on line 7.

Review, convert, and transmit

12. Review the return for errors.
    • ProSeries/1040 - Go to the Information menu and select Final Review.
    • ProSeries Basic/1040 - On the left of your screen, click the tab for Federal Final Review.
13. Correct any Form 4868 errors and other errors categorized as You must fix this error. (If your program is showing all the Return errors in Red make sure you have the Electronic Filing of the Federal Return is not marked for E-File in part VI of the Federal Information Worksheet.)
14. Convert and transmit the return the same way you would for an electronically filed return.
15. Check for acknowledgments the same way you would for a completed return.