E-file federal and state extensions of time to file

Federal Form 1041
Federal Form 5227
Federal Forms 990, 990-EZ, 990-PF, 990-T and/or Form 4720

About processing extensions for accounts requiring dual return processing

Process extensions

For each account you want to process an extension for, review the federal and/or state balance due payment option to ensure it is set to how you want to remit any payment that may be due. See 
Set the federal and state balance due payment options
 for details. The Pay with e-file method - not the Bulk payment method - is used to remit state extension payments for Massachusetts, Minnesota, New York, and Pennsylvania.
For state extensions, review the settlement date in the
Settlement date for state balance due payments (Does not apply to MI and RI before 2023, or MO for all years) [Date entered must have a four character year, i.e., MM-DD-YYYY]
Electronic Filing option. The settlement date should be a current year date that doesn’t fall on a weekend or legal holiday. See 
Set PAN level options for federal and state e-file and balance due payments
 for details.
For extensions for Form 4720, ensure the
Print the 4720
checkbox is marked in the
General Information/Schedule B Overrides
collapsible section on the Form 4720 page.
Complete one of the following to access the Process page or pop-up window:
Run a register that includes the accounts you want to process then select the accounts to process. To select one or more accounts, select the checkbox in the 2nd column on the left. Don’t select any checkboxes if you want to process all the accounts in the register. Select the
Process
subtopic.
Open the account binder for the account you want to process. Select
Process
from the account
Action
dropdown list.
Select
Tax Return Extension
from the
Request
dropdown list.
Select
Federal and state
,
Federal Only
,
State Only
or
5227
from the
Document Option
dropdown list.
Select
Process
.

From the account binder, select the
Documents
main topic.
Select
for the tax year that contains the extension print file you want to view, then select for the
Document: Extension
category.
There are 2 extension print files for accounts that require dual return processing: one for the 1041 return and one for the 990 return. In the
Document Option
column,
1st ext-Federal and state
indicates an extension Form 1041, and
990 ext
indicates an extension for the 990 return type.
Select the document link in the
Recipient
column. The extension print file displays in Adobe Acrobat Reader. If the File Download screen displays, select
Open
to open the tax return print file in Adobe Acrobat Reader.
For an extension that will be E-Filed, review the Electronic Filing Diagnostics and Electronic Filing XML Validation Errors sections of the Diagnostic Report. If a reject is listed, use the data identified in the diagnostic to make the correction then reprocess the extension. Before an extension can be e-filed, all electronic filing rejects must be corrected. If an electronic filing reject can't be corrected, the extension must be paper-filed.
Select
Close
when you finish your review.

Submit an extension e-file request

Access the File Electronically page. From a register, select the accounts you want to file an extension for then select the
File Electronically
subtopic. From the account binder, select the
Account
main topic then the
File Electronically
subtopic.
Select
Tax Return Extension
from the
Request
dropdown list.
Mark the
Federal
check .
Mark the
Return Type
checkbox. You can select
1041
,
990
or
5227
. Selecting a return type checkbox makes the other return type checkboxes not available for selection.
If you selected the
990
checkbox, select the form checkboxes for which you want to submit Form 8868 for e-filing. You can select as many checkboxes as is necessary. The available checkboxes are in the
990 Extension Type
grid and include:
990/990EZ/990PF
: Submits Form 8868 for Forms 990, 990-EZ, and 990-PF.
990T
: Submits Form 8868 for Form 990-T.
4720
: Submits Form 8868 for Form 4720.
Select
Process
.
Select
OK
when a message asking whether you want to submit the accounts for electronic filing displays.
Select
OK
when a message stating that the information was sent for validation and submission displays.

The
Current Requests
collapsible section lists the batch until the request completes.
The
Request History
collapsible section lists the batch after the request completes. The number of accounts that have errors are listed in the
#Errors
column. If the number in the
# Errors
column is not 0, use the
Request Errors
collapsible section to determine the error.

Access the File Electronically page. From a register, select the accounts you want to e-file an extension for then select the
File Electronically
subtopic. From the account binder, select
Account
then
File Electronically
.
Select
Tax Return Extension
from the
Request
dropdown list.
Select the
1041
or
5227
return type checkbox. Selecting a return type checkbox makes the other return type checkbox not available for selection.
Mark the
Request Option
checkboxes that correspond to the jurisdictions you want to include in the e-file request. You can mark the
Federal
,
Situs State
and
Non-Situs State
checkboxes individually or in any combination.
For a state 5227 extension e-file request, selecting the
Situs State
checkbox will complete the request only if the situs state is New Jersey.
If you marked the
Non-Situs State
checkbox, select the states you want to include in the extension e-file request from the
Non Situs States
grid. You can right-click within the grid to select all of the available states, or you can individually mark the checkbox for each state.
For a non-situs state 5227 extension e-file request, you can select the checkboxes for any states, but only a New Jersey or Pennsylvania selection will complete the request.
Select
Process
.
Select
OK
when a message asking whether you want to submit the accounts for electronic filing displays.
Select
OK
when a message stating that the information was sent for validation and submission displays.

State Extension Returns Qualified for Electronic Filing
State Extensions Rejected for Electronic Filing
State extensions accepted

Remit a federal extension payment electronically

Prepare the extension payment. To prepare the extension payment:
Select
HOME
,
Admin
then
Extension Payments
.
Enter the settlement date in the
Settlement Date
field. Use the format MM/DD/YYYY (where MM is the month, DD is the day and YYYY is the year).
Select  in the
Prepare
column for the
Federal EFTPS (1041 and 990)
filing.
Select the
Request and Status History
subtopic to track the prepared request using the grids on the Request Status and History page.
After the prepared request completes, the Extension Payments page displays
Complete
in the
Preparing Status
column. The  icon displays in the
File
column for the extension payment file you prepared.
File the extension payment request. To file the extension payment:
Select
HOME
,
Admin
then
Extension Payments
.
Under the
Prepare and File Extension Payments
collapsible section, select in the
File
column for the
Federal EFTPS (1041, 990 and 5227)
filing.
Review payment information in the grid on the Submit Federal Extension Payments pop-up window.
The grid lists all the payments included in the EFTPS file. The total number of accounts and the total payment amount is listed before the grid. The
Extension SubType
column identifies payments associated with 990-T or 4270. A blank value in the
Extension SubType
column indicates the payment is associated with a 990-PF or 1041 return. For accounts requiring dual return processing, 2 payments (one for the 1041 and one for the 990) are listed.
Select to export this grid.
Select
OK
. The settlement date is validated and the payment file is created.

Balance Due Payment Confirmation
: Use this register to determine the total amount that should be available for withdrawal from your organization's ACH debit account.
Balance Due payments Requested but not sent
: Use this register to review the accounts that were excluded from the transmission to the TFA.
Taxpayer Balance Due Payment Detail
: Use this register to review the accounts that were transmitted to the TFA and the corresponding account information. This register can help you determine the payment amount for each taxpayer.