Extension

[SandiR1]

My tax guy filed an extension for me and then he died. I filed my taxes but I could not figure a way to add the form 9325. Will the IRS penalize me? If so, what do I do. I have the information regarding the accepted extension.

Sandi

[KarriC]

Form 9325  is a confirmation form from the IRS. It confirms that the tax return or extension has been received through the efile process and been accepted by the IRS.

Your tax preparer's business should be able to give you confirmation of the extension filing. He would have had to file the extension by April 15, 2024. Whoever is handling the business records should be able to give you the confirmation of filing form. Since you didn't have it to send with your amended return, the IRS might send you a letter.

If the IRS doesn't have record of an extension being filed under your Social Security number, that would mean no extension was filed. We are all required to file our taxes by April 15 of the following year. If we owe any taxes, the amount is due on April 15. Payments made after April 15 will be subject to interest and possible penalties. Extensions don't give us extra time to pay, everything is payable on April 15. If we've filed an extension, we must file our return by October 15 or incur a penalty.

IF you receive a letter from the IRS, don't  panic! You have confirmation of the extension, even if it's not the Form 9325. Just read the letter, see what they're specifically asking for, and send just that. You have the documentation, so you'll be fine!

Also, I'm sorry your tax guy passed away. I know that's a hard thing to deal with. BUT, we'd love to be your new tax people. You can even have the same tax preparer each year in Full Service. Check this great service we offer next tax season! We'll make your taxes less taxing!

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[marctu]

So, IRS Form 9325  is an Acknowledgement and General Information for Taxpayers Who File Returns Electronically, which is  used to convey information to customers by an Electronic Return Originator ("ERO"), and would be completed by the ERO as the filer of the return.   An ERO is the authorized IRS e-file provider who originates the electronic submission of a return to the IRS. The ERO is usually the first point of contact for most taxpayers filing a return using IRS e-file.

So you would not add a form 9325 when you file the actual tax return sometime after the extension was filed the ERO would.  Since you have the information from the extension being accepted from the ERO, which was your tax guy (Sorry to hear that they passed.)  you should not have an issue with a failure to file penalty.  

Thank you for the opportunity to answer your questions @SandiR1 

All the best,

Marc T.

TurboTax Live Tax Expert