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How to create and electronically file Form 4868 in Keep It Simple Desktop and Online
Preparation and Filing of Form 4868:
- Create new return as 1040 (If a tax return is already created, edit the existing tax return)
- Complete the Personal Information page for the taxpayer.
- Click SAVE.
- Add Form 4868.
- Complete the form and click SAVE.
You have a few options with the 4868.
- If income and with-holdings have been entered into the tax return, software will fill in lines 4 and 5. By checking the box “I have calculated the tax liability and would like to submit Form 4868 with those values.” We will allow manual entry to the lines.
- This page can be filed with all 0’s. By saving the blank 4868 entry page, we will transmit with no values, only personal information.
- If you are paying with the extension electronically, complete the Electronic Funds Withdrawal information on the screen before saving.
- NOTE: When using EFW with a filed extension, this is the only time Form 8879 must be completed.
- After completing the 4868 and 8879 (if needed), choose to CLOSE the return entries. You will NOT mark the return as Complete and you will NOT complete Client Payment.
- We will display the following message: “You have prepared Form 4868 for this client. In order to file extension, you need to transmit this information to SIMPLETAX.CO”
- Click OK
Click “Transmit NOW” next to EXTENSION on the PAYMENT AND EFILE DETAILS.
Receiving Extension Acknowledgements:
To check the status of extensions, go to the E-file Tab, and click on Extension.