E-filing return before 4/15, after setting up 4/15 auto-debit ext payments?

Forum|Forum|2 years ago
April 5, 2024
1 reply
4 views

I'm sure I'm overthinking this, but would love some reassurance.

I had a handful of clients lagging on getting me stuff. I hold my boundaries, it's time to extend so we don't rush and make mistakes. For the clients that owe, I offer auto-debit through Lacerte, queued up for 4/15.

Once I get everyone filed/extended, and if I have bandwidth before 4/15, can I go back and finalize those extended returns where clients have gotten me everything?

i.e., Can I file the return pre-4/15 saying ext payment of $X has been made when that e-payment transaction hasn't happened? Or should I just hold them for after 4/15 for the extension payments to settle?

I can't imagine the efile would interrupt the extension payment auto-debit, but will there be a mismatch/rejection for extension payments not yet made at time of efile?

Lacerte Tax

Best answer by Intuit_Kallana

I understood your question. I happen to be a preparer myself and the answer is still the same. The IRS does not normally reject for an extension payment that has not processed as it would still show in their system as pending 🙂

Intuit_Kallana

Level 7

Yes you can do as you are thinking. The system does not generally reject for payments in process given that Intuit does not have any control or links to the IRS payment system. We only transmit your request for payment.

K

Karl

Author

Intuit Community Champion

Hi Kallana, I appreciate you weighing in, but that wasn't my actual question. I'm not worried about the extension payment rejecting, or even the return e-file rejecting.

I'm asking if anyone knows if the IRS will have an issue processing a return e-filed (today, for example), denoting an extension payment, when that extension payment won't draft until next Monday.

*If this (or another answer/reply) solves your problem, please click "Accept as Solution" to get this post out of the "Unanswered" queue of posts.*

Intuit_KallanaAnswer

Level 7

I understood your question. I happen to be a preparer myself and the answer is still the same. The IRS does not normally reject for an extension payment that has not processed as it would still show in their system as pending 🙂

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