Federal extension status NOT automatically flowing to state return

9 replies
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Discovered on the Indiana Information Worksheet - Extension status - Yes box is not populating automatically that a federal extension has been filed. Any other states having the same issue ?

Now I wonder for how long ??? If the client is receiving a refund it will generally will not matter. However it does matter when claiming the Unified Credit for the Elderly after the due date - no extension you lose the credit.

ProSeries Professional

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PATAX

Level 12

Thanks for the heads up... I'll have to check that more diligently now for individual and business returns... That is something that ProSeries should do automatically for all state returns, no excuse...

BobKamman

Level 15

Same situation with Arizona. The box on the information worksheet has to be checked I'm not sure we should expect the software to do that automatically. If there is a balance due on the state return, a separate extension form should be filed with payment. Should the program always assume that was done? Should it assume that no state extension was requested if none was filed for federal?

PATAX

Level 12

If the state automatically accepts a federal extension that was filed then that box should be automatically checked yes... I believe that is the case in Indiana...

BobKamman

Level 15

The Form 4868 can be denied if not filed timely. Out of luck with IRS, out of luck with the state also, right? How does the software know that an extension request was timely filed? Even if e-filed it could be missing a name or SSN that was corrected later.

There are a lot of "automatics" that IRS prohibits software vendors from using. This could be one that states won't approve, even if it's not obvioius why they don't like it.

Skylane

Intuit Community Champion

NJ started requiring proof of the federal extension when filing a late return a couple of years ago… if you’ve filed a federal extension, you can it file the NJ return until you attach a pdf of the federal 4868 to the NJ1040….

it’s a pita but works pretty well

If at first you don’t succeed…..find a workaround

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