taxsoftware
Level 3
05-01-2023
04:55 PM
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It IS necessary to qualify for the extension to attach a statement, and ProSeries is the only program that doesn't seem to do this automatically. Heck, even TurboTax can do it. By October you might think 4868 has been filed but many a client has walked in my door late in the year to start the process and it matters that you make the note that they qualify for the 6/15 filing date. Their address is meaningless for this, as many may live abroad but use a US address for mail or lived abroad on 6/15 of the prior year but no longer do.