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How to E-file an Extension for transferred Clients in Pro series?

Tax_Pro
Level 2

Hi Every one!

I just wanted to know how I e-file the federal extension for clients who are transferred from year 2020. I have not prepared the returns for e-filing for these clients yet and there are a lot of red marked errors in the final review which are not related to extension. You think I can prepare and e-file the extensions still without correcting all those errors. Because I will be preparing the whole return to e-file if I decide to correct all the e-file errors and there will be no purpose of filing an extension at that point. 

Your reply and help would be highly appreciated.

 

Thank you!

 

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1 Best Answer

Accepted Solutions
jeffmcpa2010
Level 11

The return errors dont matter.

Check the box on the info worksheet Part VII, go to the 4868 check box A to freeze the info. Complete part II save and your ready to transmit.

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2 Comments 2
jeffmcpa2010
Level 11

The return errors dont matter.

Check the box on the info worksheet Part VII, go to the 4868 check box A to freeze the info. Complete part II save and your ready to transmit.

Tax_Pro
Level 2

THANK YOU SO MUCH. I WILL TRY THAT AND SEE WHAT HAPPENS. I WILL UPDATE ON IT SOON. 

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