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Level 4
March 21, 2025
Solved

extension with online payment

  • March 21, 2025
  • 2 replies
  • 12 views

Client made Federal extension payment at IRS.gov.  IRS instructions say don't file (or efile) the 4868 form - the payment will act as the (approved) extension request.  How do I report that on ProSeries so I don't get an error when we eventually e-file?  Note that client is leaving the country for an extended vacation up until 4/15 so we had to deal with the extension now - in case you're wondering!  I'm leaning toward e-filing the 4968 anyway just to cover the bases?  Thanks!

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Best answer by dkh

I  efile the 4868s when extension payments are done by IRS Direct Pay. 

 It's my CYA process.

2 replies

dkh
dkhAnswer
Level 15
March 21, 2025

I  efile the 4868s when extension payments are done by IRS Direct Pay. 

 It's my CYA process.

JADinAZAuthor
Level 4
March 21, 2025

Thanks.

Just-Lisa-Now-
Intuit Community Champion
April 8, 2025

The money counts as an extension because theoretically you wouldn't owe any money on the return so no extension is needed.  But many extensions are a guessing game and you may very well still end up with a balance due, play it safe and file the extension!

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