How do I handle a new client already on extension in Lacerte?

Forum|Forum|5 days ago
July 8, 2026
3 replies
92 views

Hi everyone,

I have a new client who has e-filed an extension Form 4868 with FreeTax USA.

How do I handle the existing extension when preparing his 2025 tax return? Do I attach a .pdf?

Thank you!!

Best answer by abctax55

Just mark, in Screen 9, the box “1” for automatic extension. Don’t mark the box for ‘efile’ extension as it’s past the due date. That will trigger the October 15 filing date.

Attaching a pdf is pointless; the IRS already knows plus no one at the IRS reads the attachments anyway.

abctax55Answer

Level 15

Just mark, in Screen 9, the box “1” for automatic extension. Don’t mark the box for ‘efile’ extension as it’s past the due date. That will trigger the October 15 filing date.

Attaching a pdf is pointless; the IRS already knows plus no one at the IRS reads the attachments anyway.

HumanKind... Be Both

D

DGEmbryAuthor

Level 4

Hi abctax55,

Thank you for your reply. So when I check the box “1” it generates Form 4868 which means that it will be e-filed with the return I prepare. But the amounts will be different than those the client e-filed on extension. Does that matter? Can I ignore the data the client provided and just prepare the 1040 as it should?

I always wonder about why they ask to attach any .pdf forms. For example, they want us to attach Form 172 for NOLs. How do you handle F172?

Thank you!