Filing an Extensions in MSO (Form 4868)

To File an Extension enter basic data required to complete a return. 

  1. Open return requiring the extension.
  2. Select Next at the bottom of the Worksheet page.
  3. This will populate the Summary Page; located on the bottom is a link to apply for Automatic Extension.
  4. Input required data & select Save. The program will take you back to the Worksheet with Form 4868 attached (Processing)
  5. Proceed through the return selecting Next till the Tax Return Submission page populates.
  6. Verify the E-file radial is selected, put a check mark in Submit box and select File.
  7. The return with extensions will populate data under the Ext. column; They can also be found listed in the Extension Returns location.