Form 4868

[geraldgintercpa]

I have a new client that hasn't filed their 2024 taxes. Their previous tax preparer filed form 4868 for 2024. The client provided the Submission ID from the IRS. How do I get that information onto my version of their tax return? Or, do I even need to worry about it since the IRS has the Form 4868 on file? I just don't want to file this tax return and have it seem like the client didn't do anything.

[abctax55]

Unless a payment was made with the extension, there's nothing to do (at least re: the submission ID info).

In Lacerte, there's a place to tag that the extension was filed - but that's mainly to get the correct wording onto the letter.  I would guess PS has the same procedure.  @IRonMaN ?  @Just-Lisa-Now-  ?

[Just-Lisa-Now- · Accepted solution]

Unless they made a payment with the extension that needs to be entered on the Tax Payments worksheet, theres nothing else you need to do... at this late of a date, the IRS either has the extension or it doesn't, there's nothing that shows up o the tax return anywhere about the extension unless there was a payment to include.

If YOU Efiled the 4868, the Form 9325 would indicate it, but if they filed it themselves or someone else filed it, the 9325 wont show it.

[Jim-from-Ohio]

I would also call up the Interest and Penalty Worksheet and complete that as apprprirate to avoid taxpayer receiving an additonal bill. 

[geraldgintercpa]

Thank you!

[geraldgintercpa]

hanks!