@Anonymous

@IntuitCharlene

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@IntuitBettyJo

I don't know if this fixes it but on the Ohio Information Worksheet, in part X there is a box to check for the federal return being extended. 

It seems to me that there was a similar issue a couple of years back with the software not checking a box for an extension.  But I don't recall if it was OH or if it was another state with a similar requirement.

Thanks, Jim! Yes, that box was checked on the Information Worksheet, but still no carryover to the front of the Ohio return. I looked at some others filed with that federal extension box checked on the Info Worksheet, and none of them are carrying over to the front of the return. (You can only see that box on page 1 on a pdf or paper copy.)

How about yours? It's directly to the right of the Ohio Nonresident Statement.

interesting.. I have checked that box in the Ohio Information Worksheet for the federal return being extended but I don't think that X in the box actually prints out anywhere on the actual Ohio tax form.  Should that X actually print out on the face of the Ohio return?

Yes, here is a snip of pg 1 of the IT-1040. See to the left RIGHT of the Ohio Nonresident Statement box.

I tested it on my side and got the same no check on front of ohio return.. I wonder though if the ohio return is efiled that somehow the state gets the info still that the federal was extended

The Ohio Dept. of Taxation agent I spoke with this morning on the phone said they did not get the information. He said on his side it shows the box was not checked.

That is why I always file state extensions for All State returns, regardless of whether the state accepts the federal extension or not. I would rather be a safe nerd, than a fool lookin nerd.😉🤓🐕☝

Just curious, how do you file a state extension for a state that doesn't have a state extension?

@IRonMaN which state are you talking about Willis?

Ohio seems to be a popular topic today, so how about that for a random choice 😀

As far as I can remember The Ohio returns that I have done I have always finished by the deadline. But you are right they do not have a separate extension form. They do have form it40p that allows to make an extension payment. I wonder if this can be filed, e filed or paper filed, even if zero payment and accepted as a legitimate extension? Or can a copy of the federal extension be mailed directly to Ohio and accepted by them? Maybe Jim from Ohio or someone else from Ohio can answer this.

Have the same issue with Indiana IT-40.  If I remember correctly, PS stopped automatically checking the extension on the  Indiana state return with the 2020 version (may be 2021).   

I complained about it to PS staff.  It didn't get anything changed.   

I make myself open each return on extension and check the box on the Indiana information worksheet.... it is a pain in the donkey.

My memory is better than I thought - I was thinking it was Indiana but I wasn’t positive 

@Anonymous Can i ask where on the 4868 do you mark it so the X shows up on the ohio return?  thank you. 

You should be able to get the X on the Ohio Return by checking the "Check this box to freeze the amounts flowing to this form" on the Federal Form 4868. 

I have the freeze box checked but it still does not check the ohio return

Same here.

same for Indiana

I am still having this problem with the 2024 Ohio and SD returns.  Had the same problem with 2023 returns.  For the 2024 returns, I checked all the proper boxes for the extensions, then previewed the Ohio return on every return to be extended and the extension box WAS checked on the front page of the Ohio return.  Then I e-filed the Federal extension and after its acceptance I previewed the Ohio return and the box for the extension WAS NOT MARKED!!!  Also, the Ohio diagnostics says to attach Form 4868 or Federal extension to the return. In 2024 I attached the Federal extension confirmation to Ohio returns via a PDF attachment.  After a telephone confirmation with the OH/SD department, the agent told me they don't automatically look at the attachments and therefore they do not record the extension unless you tell them to look at it.

I was wondering if you were still having problems with the Ohio box not marked for the 2024 returns using ProSeries?  If not, can you explain how you fixed this problem?

Thanks in advance!

I just checked one, and it's still not checking it on the Ohio return in the 2024 software. I'll admit I had forgotten about this. I hadn't verified whether it was fixed until your post showed up.

On the SD return, you can now manually check the box on pg. 1 of the SD return. But that option isn't available on the IT 1040.

Where is that box that can be manually checked on the SD return? I don't even see that extension box on the printed SD return like there is on the IT-1040. I also don't see anything in any of the input screens in ProSeries Ohio module. The only thing I can find is in Part X - Extension status where you can mark boxes "yes or no" to the question "Has the tax return due date been extended for six months?"  The YES answers do NOT go to the OH/SD returns via e-filed returns per phone with a SD agent.

On the SD input screen: It's not easy to see. I have to look twice every time I'm preparing a school district return after April 15. It appears right above the Filing Status section on the SD 100. Here's how it looks on the input screen:

 Sorry about the blurry pic!

On the printed 2024 SD 100, it prints at the top of the first page, to the right of the SSN's.

Thank you!  Almost 30 years of using this software, I can honestly say I have never seen this!  LOL