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Client made Federal extension payment at IRS.gov. IRS instructions say don't file (or efile) the 4868 form - the payment will act as the (approved) extension request. How do I report that on ProSeries so I don't get an error when we eventually e-file? Note that client is leaving the country for an extended vacation up until 4/15 so we had to deal with the extension now - in case you're wondering! I'm leaning toward e-filing the 4968 anyway just to cover the bases? Thanks!
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I efile the 4868s when extension payments are done by IRS Direct Pay.
It's my CYA process.
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I efile the 4868s when extension payments are done by IRS Direct Pay. (IDP)
Tried IDP and result was try another year for verification, still the same result. Used exact
name and address on prior returns. Note both T/P's are deceased in 2024 so unless someone
has another suggestion will just e-file extension showing RTN and Account number and payment
Granted there are other payment options available but seems the e-file option would be the best
considering unable to use IDP.
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Just-Lisa-Now-
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The money counts as an extension because theoretically you wouldn't owe any money on the return so no extension is needed. But many extensions are a guessing game and you may very well still end up with a balance due, play it safe and file the extension!
♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
