Filing Extension

Forum|Forum|3 years ago
May 14, 2023
3 replies
10 views

How do I show that the taxpayer filed an 1040 extension before I started work with them as my client?

ProConnect Tax

This topic has been closed for replies.

puravidapto

Level 7

The IRS record transcript should have an entry.

-- Click here to vote.

B

bzellmerAuthor

Level 2

How do I navigate to that / or look at it?

Is there an input opportunity in ProConnect to show an extension was filed when the extension was not filed from ProConnect? If so, how do I access this?

T

TaxGuyBill

Level 15

There generally shouldn't be a need to enter that an extension was filed.

Or are you trying to do something that you NEED to tell the software that, such as calculating late penalties?

B

bzellmerAuthor

Level 2

Yes, I would like it to calculate penalties. For the 2021 return I am doing, my understanding is that they will not be different as they are at maximum. However, I am also doing a 2022 return for the same client and there will be late payment but no late filing because the client filed an extension.

BobKamman

Level 15

Are you also doing a state return? Various states have various requirements. The Arizona return has a box to check to indicate an extension was filed -- I think you do that from a question on the information worksheeet, with ProSeries.

B

bzellmerAuthor

Level 2

Yes, I am also doing a North Carolina return

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