Prepare Form M-4868 extension

Prepare Form M-4868

Have UltraTax CS calculate the extension payment amount based on current data entered:
 
Enter
X
in the
Calculate Extension
field on the
MAExt
screen.
Select
Setup
,
1040 Individual
, the
Federal
tab, then
Extensions
to select the method for calculating the extension amount.
note
Selecting multiple clients for electronic filing via
File
,
Print Extensions
causes UltraTax CS to mark the
Calculate Extension
field if the
Create an extension without total tax liability amounts
checkbox isn't marked.
Force the amount to pay with Form M-4868:
Enter an amount in the
Balance due on extension (Force)
field on the
MAExt
screen.
If no balance is due:
The Massachusetts Department of Revenue requests that taxpayers don't submit Form M-4868 unless there's an accompanying payment.

Print the extension

Prepare the return after filing an extension

Amount actually paid with extension:
The amount paid with extension is reported in the Payments section of Form 1-NRPY. Enter the amount in the
Extension payment actually made; reportable on main return
field on the
MAExt
screen. UltraTax CS populates this field when you create the extension. Change the data entered for this amount if the taxpayer paid some other amount.
note
If you filed an extension via means other than UltraTax CS, enter the actual amount paid with the extension in the
Force
field. By doing so, UltraTax CS will automatically complete data entry in other fields, including fields for extended due date and amount actually paid with extension.
Date return filed:
Enter the
Date return filed
on the
MAPen
screen. If the date exceeds the extended due date, UltraTax CS calculates a late penalty on the unpaid balance due.
No need to attach the extension to the return:
Since the filing of an extension request isn't needed, the Massachusetts Department of Revenue doesn't need a copy of the federal or state extension when filing the return on paper.