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KTS2021
Level 2
April 15, 2024
Question

Filing Federal extension when State return expects a refund

  • April 15, 2024
  • 1 reply
  • 6 views

Hello community!

I have a return that needs an extension on the Federal, but the state return shows a refund.  The client wants to file an extension on the Fed.  

How do I file in this scenario? 

Is there a way to file the Fed extension only (hold the state return) at this time, and file the final Fed and the State returns together later?  

Thank you!

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    1 reply

    Level 10
    April 15, 2024

    What are the state rules about filing an extension?  States are different. For example, California doesn't require an extension unless the TP is making a payment.

     

    In LC, the Federal 4868 can be filed without the state extension. I'm sure there is a way to do that in PS.