Generating Extension Form 2350 for US Citizens and Resident Aliens Abroad in Lacerte

This article will show you how to generate Form 2350, Application for Extension of Time to File U.S. Income Tax Return, in the Individual module of Lacerte.

To generate Form 2350:

1. Go to Screen 9, Extension (4868, 2350, 8868).
2. Scroll down to the  Extension for Taxpayers Abroad (2350) section
3. Enter a 1 in 1 = Form 2350, 2 = blank [MANDATORY]
4. Complete all other necessary entries in this section

To generate Form 2350 with Return:

1. Click on Settings at the top of screen
2. Select Options
3. Select the Tax Return tab
4. Select Federal Tax Options on the left panel
5. Locate the field labeled Form 2350 with Return, and select Yes from the drop down menu
6. Select OK to save changes.

Note: Form 2350 needs to be filed on or before the due date of Form 1040. See the IRS Instructions for Form 2350 for more information.