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.
