Professional Editions - Form 4868 Extension

You can complete Form 4868 Application for Automatic Extension of Time to File within your TaxAct Professional Edition program.

To complete Form 4868 in the Q&A:

  1. From within your TaxAct Professional Edition, click Clients to view the Client Manager screen (if it is not already visible), then double-click the client you are filing Form 4868 for.
  2. Click Return in the upper menu bar, then hover your mouse over Application for Extension.
  3. Click Federal, or hover your mouse over State, then click which state you need to file for (in some cases, choose City.
  4. You will be directed to the File Extension screen of the Q&A, and you can follow the on-screen instructions to complete the form (if it is too early in the tax season, the Q&A will state on the screen that it will not support completion of the form yet).

To complete Form 4868 with Forms View:

  1. Open the client return by double-clicking the client's name in the Client Manager.
  2. In the left navigation pane, expand the Federal folder, then expand the Federal Forms and Schedules folder.
    (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.