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I have a new client that hasn't filed their 2024 taxes. Their previous tax preparer filed form 4868 for 2024. The client provided the Submission ID from the IRS. How do I get that information onto my version of their tax return? Or, do I even need to worry about it since the IRS has the Form 4868 on file? I just don't want to file this tax return and have it seem like the client didn't do anything.
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Unless a payment was made with the extension, there's nothing to do (at least re: the submission ID info).
In Lacerte, there's a place to tag that the extension was filed - but that's mainly to get the correct wording onto the letter. I would guess PS has the same procedure. @IRonMaN ? @Just-Lisa-Now- ?
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Unless they made a payment with the extension that needs to be entered on the Tax Payments worksheet, theres nothing else you need to do... at this late of a date, the IRS either has the extension or it doesn't, there's nothing that shows up o the tax return anywhere about the extension unless there was a payment to include.
If YOU Efiled the 4868, the Form 9325 would indicate it, but if they filed it themselves or someone else filed it, the 9325 wont show it.
♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
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I would also call up the Interest and Penalty Worksheet and complete that as apprprirate to avoid taxpayer receiving an additonal bill.
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Thank you!
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hanks!