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Screen PAExt - Pennsylvania Extension (1040)

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Overview

Use this screen to complete Form REV-276. If information transferred from UltraTax/1040 doesn't require additional data or coding, UltraTax/1040-PA shows it on the form only, not in the input screen.
For additional information on filing Form REV-276, see Electronic Extension, Form REV-276.

Extension Information

Use this section to calculate an extension and extend the due date of the return.
Calculate extension
Enter
X
 if you want UltraTax CS to calculate the extension. To print the extension, select
File
, then
Print Extensions
. UltraTax CS also enters the applicable due date in the
Extended due date
 field.
Extended due date
If an extension is printed by selecting
File
, then
Print Extensions
, or an entry is made in the
Calculate extension
 field, the extended due date automatically appears in this field. Otherwise, the date manually entered in this field is used as the extended due date in the filing instructions and when calculating late filing penalties.
Extension payment actually made; reportable on main return
Each time you print the extension (via the
File
,
Print Extensions
 option), UltraTax CS:
  • Calculates the extension payment amount and enters it in this field, and
  • Prints this amount on the main return, not on the extension.
Alternatively, you can overrule the calculated amount by entering the amount actually paid with the current-year extension in this field. UltraTax CS then displays the new amount in black.
note
  • To delete the overruled amount and restore the original calculated amount, right-click the field and select
    Delete overrule
    .
  • To confirm the accuracy of the overruled amount, right-click the field and select
    Acknowledge overruled data
    . UltraTax CS then disables the acknowledge functionality from the right-click menu. To restore the original amount later, you'll need to enter it manually.
  • You can set a user preference to mark fields for which you overruled the calculated amounts and to list all overruled amounts in the Diagnostics window.
Balance due on extension (Force)
If you enter an amount in this field, UltraTax CS calculates the amount of total tax using the estimated payments and withholding entered, marks the
Calculate extension
 field, completes the
Extended due date
 field, and transfers the amount that you enter in the
Extension payment actually made; reportable on main return
 field.
Additional payment
Enter the payment amount and the date of the payment. This information is used in the calculation of late filing payment penalties and interest, if applicable.
For joint returns, UltraTax CS uses the Taxpayer / Joint column for the
Additional payment: Date paid
 field for both the taxpayer and spouse. For split returns, both
Additional payment: Date paid
 fields are utilized. The payment amount entered isn't reflected on the Pennsylvania REV 1630 form. If no payment date is entered, UltraTax CS defaults the date paid to the original due date of the return. The amounts entered in the
Additional payment: Amount
 fields are applied to the estimated installment payments line on Form PA-40, Page 2.

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