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Screen Ext - Extensions (1040)
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Use this screen to enter information to prepare Form 4868 and Form 2350.
Forms 4868 and 2350 Information
To print the preparer's name on Form 4868 for all clients, go to and mark the
Print preparer name on Form 4868
checkbox.Calculate extension
The foreign home address for Form 2350 uses information from the 2555 screen. If the filing status is married filing jointly and both the taxpayer and spouse file Form 2555, Form 2350 uses the taxpayer's information.
Extended due date
If you are filing Form 4868, the field defaults to the extended due date. You can enter a different date, if required.
If filing Form 2350, enter the extended due date in this field.
If this field doesn’t have a due date, extension Forms 2350 or 4868 don’t appear on the client invoice even if you previously printed them by selecting
File
, then Print Extensions
.note
- The due date is June 15,2026, if filing a Form 1040NR and there are no federal withholdings on effectively connected wages reported on Page 1.
- The filing instructions due date reflects the date in theDatefield in the Pen screen in the Payments folder when the return shows penalties and/or interest. If the2025return filedDatefield in the Pen screen is blank, you can enter a due date here, and it will print on the filing instructions.2025return filed
Estimate of total tax liability (Force)
Enter an amount here, to force the amount for Form 4868, line 4. The balance due calculation uses the amount entered here and the accumulation of the payment amounts throughout the return.
You may enter
0
(zero) in this field.Balance due on extension (Force)
To force the calculated amount for Form 4868 or 2350, enter an amount here. You may enter
0
(zero) in this field.note
- This amount is also entered in thePaid with 4868 extorPaid with 2350 extfields on the Est screen after you print or preview the extension. This doesn’t override a user-entered amount in thePaid with 4868 extorPaid with 2350 extfields.
- An entry in this field ignores theInclude the projected estimated tax penalty in the balance due on extensionoption in Setup, 1040 Individual, and then Extensions for this return.
- If theCalculate extensionfield is blank, an entry in this field calculates Form 4868.
- UltraTax CS calculates the total tax liability on Form 4868 from the amount in theBalance due on extension (force)field and the accumulation of the payment amounts.
Out of the country on 4/15/
2026
Enter
X
if the taxpayer qualifies for an automatic two-month extension as a result of being out of the country on April 15, 2026
. Marking this field also marks Form 4868, box 8. UltraTax CS automatically includes the tax election with the return, regardless of filing method. The date printed on the filing instructions for Form 4868 is June 15, 2026
.note
- If this field is marked, don't make the same election on the Elect screen in the Elections folder.
- UltraTax CS automatically marks this field if theOverseas extension explanationfield on the ELF screen contains data, or if the return is a 1040SS or 1040PR return and theBona fide resident of US possessionfield on the 1040 screen equalsAS,GU,MP, orVI.
Previous extension not requested this year
When calculating the 2350 extension, enter
X
if not previously granted an extension of time to file for this tax year.Address for extension correspondence
Select the reply address to use for extension correspondence.
note
To set this option for new clients globally, go to and select where you want correspondence to go. You can override the global option using this field client-by-client.
Date qualifying period begins
The beginning date of the qualifying period is the 1st full 24-hour day in the foreign country, usually the day after arrival.
Date qualifying period ends
The ending date is the date the taxpayer qualifies for special tax treatment by meeting the physical presence or bona fide residence test.
Date expected to return to the United States
Leave this field blank if a date is not planned.
Extension payment options
Use this section to select a payment option for extension filing instructions. To select an option for all 1040 clients, go to tab, then the
Refund or payment options for Screens Bank, Est, and Ext
field.Use this field to select a payment option for extension filing instructions. The program defaults to using
1 = Direct deposit/EFW
.- 1 Direct deposit/EFW (default): Use this option to direct debit (EFW) the payment using the bank information entered on the Bank screen. The information will be included in the electronic file. Go to the ELF screen to select the requested payment date and amount for direct debit (EFW). Check the diagnostic messages to make sure the information is entered correctly and if so, then the filing instructions will state that the amount will be direct debited from the bank account.
- 2 Direct pay from bank account: Use this option to direct taxpayers to visit the IRS website to pay a balance due directly from their bank accountfor free. This information isnotincluded in the e-file.
- 3 Debit/Credit card or Digital wallet: Use this option to direct taxpayers to visit the IRS authorized website to pay a balance due with a credit or debit card or a digital walletfor a fee. This information isnotincluded in the e-file
- 4 Individual Online Account: Use this option to direct taxpayers to pay a balance due with their IRS Individual Online Account. There are many payment options they can choose from in their account. This information isnotincluded in the e-file.
- 5 EFTPS (only existing accounts): Use this option to direct taxpayers to pay a balance due with the Electronic Federal Tax Payment System (EFTPS) or by calling 1-800-555-3453. This information isnotincluded in the e-file.
- 6 All payment options 2 - 5: Use this option to direct taxpayers to visit the IRS website to use any of the payment options 2 – 5. This information isnotincluded in the e-file.
- 7 Paper check: Use this option to direct taxpayers how to pay with a paper check and where to mail it to. The IRS recommends using direct debit or paying electronically as they are phasing out the use of paper checks.