Prepare Form 4 extension

Form 4 payment, filing, and late penalty

Don't mail Form 4 if you expect the Department of Treasury to issue a refund. The Department of Treasury considers any Form 4 received without a payment as invalid. Use Form 4 only to make a payment.
The Michigan Department of Treasury doesn't support electronic filing of Form 4. You can make payments online by going to www.michigan.gov/iit and selecting
Pay Your Taxes Due Online
.
Use Michigan Form 4 to make any extra payments by the April due date.
If the federal return is extended, then the Michigan return is automatically extended. Don't mail Form 4 if you expect the Treasury to issue a refund. Use Form 4 only to mail payments.

Prepare Form 4

To have UltraTax CS calculate the amount based on current data entered:
Enter
X
in the
Calculate Extension
field on the
MIExt
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 with
File
then
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.
To force the amount: Enter an amount in the
Balance due on extension (Force)
or the
Estimate of total tax liability (Force)
field on the
MIExt
screen.
If no balance is due or there's a calculated amount: You don't need to file Form 4 as the Michigan Department of Treasury views Form 4 solely as a payment voucher.

Print the extension

Prepare the return after filing an extension

Amount actually paid with extension:
The amount paid with extension is reported in the Refundable Credits and Payments section of Form MI-1040. Enter the amount in the
Extension payment actually made; reportable on main return
field on the
MIExt
screen. UltraTax CS populates this field when you create the extension. Change the data entry for this amount if the taxpayer paid some other amount.
note
If you filed an extension via some means another other than UltraTax CS, enter the actual amount paid with the extension in the
Force
field. By doing so, this 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
MIPen
screen. If the date exceeds the extended due date, UltraTax CS calculates a late penalty on the unpaid balance due.
Extension not required to be attached to return:
The Michigan Department of Treasury doesn’t need a copy of Form 4 or the federal extension when filing Form MI-1040.