Extension payment — electronic funds withdrawal

Generate an extension payment

Conditions to generate electronic record, signature forms, and filing instructions

On the federal
ELF
screen:
Mark the
File the return electronically
checkbox.
Clear the
Suppress the creation of State electronic file(s)
checkbox.
Clear the
Suppress the creation of Both federal and state electronic files
checkbox.
Mark the
File state extension electronically
checkbox.
note
This checkbox is marked automatically when generating the 1040-Federal electronic extension. Otherwise, you'll need to mark it manually.
On the federal
1040
screen: Enter the
Daytime telephone
.
On the federal
IDAuth
screen:
Enter the identifying information for the taxpayer and spouse, as needed, including the document number if the identification was issued by the state of New York.
Alternatively, enter the
3 — no applicable identification
if the taxpayer/spouse doesn't have identification.
On the
NYELF
screen, clear the
Suppress New York e-file
checkbox.
On the
NYEROCer
screen, mark the
For authorization of electronic payment for extension: I have read the certification above and agree
checkbox.
On the
NYBank
screen, mark the
Enable electronic funds withdrawal for extension payment
.
Bank information:
Routing transit number.
Name of financial institution.
Depositor account number.
Type of account.
Bank account type.
note
Bank information is needed to create the electronic record for electronic funds withdrawal of the extension payment.