E-filing state extensions for an individual return in Lacerte

Table of contents:

Can the state extension be sent with the federal extension?

Yes.

State extensions can be sent along with the federal extension if the state requires one.

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Will the state e-filed extension payments need to be mailed?

Yes.

Payments will need to be mailed unless Lacerte supports electronic payment with the state extension. See individual state instructions for more details.

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How do I e-file a state extension?

Before you start

• If the state requires an extension to be filed, make sure the extension is marked to be e-filed on Screen 9, Extensions.
• If you're making a payment electronically, make sure the payment is marked to be paid with the extension on Screen 3, Miscellaneous Info./Direct Deposit.

Once the extension is properly marked on the Details tab, do the following:

1. From the E-File menu, select Start e-file Extension Wizard.
2. In the wizard, make sure that the appropriate state returns are checked to be e-filed.
3. Proceed through the e-file Extension Wizard.

Acknowledgments will show up with either an accepted or rejected status, much like they would for an e-filed return.

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Where can I find information on filing state extensions in Lacerte?

Refer to this article for more information on filing state extensions in the program.

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Can I e-file Form 4868 after the original due date?

Form 4868 must be e-filed by the due date of the tax return unless you meet the requirements of a U.S. Citizen and Resident Alien living abroad as defined by the IRS. Refer to U.S. Citizens and Resident Aliens Abroad - Automatic 2 Month Extension of Time to File for more information.

Lacerte will let you e-file Form 4868 during the automatic 2-month period as long as there's a foreign address listed on Screen 1, Client Information.

Disaster area tax relief available:

Filing deadlines and estimated tax due dates may be extended for taxpayers in parts of Alabama, Alaska, California, Florida, Georgia, Kentucky, North Carolina, South Carolina, Tennessee, Virginia, and IRS for taxpayers living abroad. See here for more details.

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Looking for more info about electronic filing of extensions for federal returns? See here.