1040 E-file: E-filing Extensions

The IRS allows e-file of Form 4868 and Form 2350. This system:

uses XML to format return data and transmit to IRS
eliminates drains, processes transmission files, and provides acknowledgment files faster
uses redesigned Business Rules (diagnostics)
uses a standardized Acknowledgment File structure across all form types.

Taxpayers can e-file extensions and pay tax obligations at the same time.

In order to e-file a federal extension, you must obtain an EFIN from the IRS by submitting Form 8633. To e-file a specific state, you must complete required state applications and/or registrations (if any).

Not all extensions qualify for e-file. Our e-file application generates appropriate diagnostics when it encounters a return that does not qualify for e-file and rejects the non-qualifying return.

List of Accepted Forms

The following forms and schedules are currently allowed and accepted by the IRS for extensions e-file:

Form 2350: Application for Extension of Time to File U.S. Income Tax Return (for U.S. Citizens and Resident Aliens Abroad)
Form 4868: Application for Automatic Extension of Time to File U.S. Individual Income Tax Return
Electronic Payment.

Steps to E-filing Extensions

Prepare the electronic part of the extension.
Prepare the paper part of the extension.
Create an e-file for the extension.
View and send qualified extensions to the IRS.
Verify acknowledgment of receipt by the IRS.

Preparing the Electronic Part of the Extension

You must create a data file for every locator you wish to e-file. The following major tasks to create a data file are detailed below:

Enable e-file.
Enter PIN information.
(Optional) Enter debit information.
Review forms included in extension e-file.
Review e-file diagnostics.
Create an e-file for the extension.

E-file/1040_ef_ext_1.htm/TY2021

Last Modified: 08/13/2020

Last System Build: 08/30/2022