Extension - Form 4868

This article will show you how to add the 4868 to file an extension for your 1040 returns.  The desktop version is shown but works similarly to the online version. 

If you are looking to do an extension for a return, two additional steps will need to be done in order to E-file the extension.

First, on the Main Info sheet, move down to the Self-Select and Practitioner PIN section. Under the “What forms are you filing using PINs?” section, there are two options for the 4868. Select one of these depending on the taxpayer’s situation.

In the Forms Tree, you will notice the 4868 form has been pulled in.

The second step is the checkbox at the top needs to be selected to show it is being used.

After this, review the return and 4868 to ensure everything is in order for your taxpayer, then run Diagnostics like normal. Notice the normal E-file button has now changed to an Extension E-file button.

The process after this is the same as sending a return normally.

This applies to all years of the UltimateTax software.

NOTE: For 2022, an AGI of $1 is required to e-file.

Filing a Return After Extension