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To complete Form 4868 (Automatic Extension of Time To File) within your TaxAct Professional Edition:

  1. Open the client return by double-clicking the client's name in Client Manager.
  2. Click Return in the top menu.
  3. Click Application for Extension.
  4. Choose Federal or State (choose which state if you have more than one; in some cases choose City).

This will take you to the Q&A method of filing the extension, where you can follow the prompts to complete the form.

If you prefer to use Forms View:

  1. Open the client return by double-clicking the client's name in Client Manager.
  2. In the left navigation pane, expand the Federal folder, then expand the Federal Forms and Schedules folder.
    Note. For a state return, scroll down to locate and expand the applicable state folder instead.
  3. Scroll down to locate and expand the Form 4868 - Application for Automatic Extension of Time to File folder (or use the Search bar at the top of the navigation pane).
  4. Double click Add Copy. The form will open in the right pane.

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