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Level 2
posted Apr 9, 2024 3:25:29 AM

Is it even possible to file for an extension from the desktop turbotax deluxe 2023 (electronically)?

I have been looking for a way to file for an extension (personal tax return) from within the Turbotax Deluxe Edition, desktop version, for a greater length of time than I would like to admit. Am I delusional? Should I order a fresh set of printer ink cartridges and secure a spot at the post office? 

 

thanks for any help

6 25 22104
1 Best answer
Level 15
Apr 9, 2024 6:12:44 AM

@iDas Even if you are using the CD/download to prepare your return, you are allowed to use the EZ extension online if you want to.

https://turbotax.intuit.com/irs-tax-extensions/

 

24 Replies
Level 15
Apr 9, 2024 5:22:17 AM

In desktop software--

 

Go to Federal>Other Tax Situations>Other Tax Forms>File an Extension

Level 2
Apr 9, 2024 6:07:05 AM

I take it there's no option to apply for an extension electronically ...

 

Mailing the extension is pointless. they probably won't even open the mail until Dec.

Level 15
Apr 9, 2024 6:12:44 AM

@iDas Even if you are using the CD/download to prepare your return, you are allowed to use the EZ extension online if you want to.

https://turbotax.intuit.com/irs-tax-extensions/

 

Level 2
Apr 9, 2024 6:25:23 AM

You're a godsend, Champ! thank you

Level 1
Apr 14, 2024 1:24:10 AM

didn't work---doesn't give you a choice of using the file already filled out. Can't find the spot to actually SEND it electronically.

Employee Tax Expert
Apr 14, 2024 5:31:04 AM

It is easier to do it online.

 

Click here to file an extension.  Remember an extension is just for extra time to file, not extra time to pay.  If you are going to owe anything, you will still need to pay by April 15th. 

 

You can pay directly via the IRS website which is the recommended way or you can pay by check.  Be sure to include your SSN on your check and the tax year. 

 

Level 3
Apr 14, 2024 5:44:32 AM

@Vanessa A Please address the 90% rule and paying when filing for an extension. The nature of an extension is that your return may not be right yet and one may not fully know what is due.

Level 1
Apr 14, 2024 9:52:15 AM

Use the free e-file version on the turbotax online.  

New Member
Apr 14, 2024 11:41:01 AM

I had the same issue and figured it out... not intuitive... (geesh Intuit)

 

You have to completely exit the Turbo tax desktop software and reload it.  From the front page, instead of picking your return to work on, go find the box down below that says "File an Extension"

 

Hope that helps. 

Returning Member
Apr 14, 2024 11:50:29 AM

 

 

 

 

 xmasbaby0
Level 15
 
This worked flawlessly, unfortunately after I went through something similar, but more clunky and superfluous, on the Intuit site. However, it begs the question:
Do you think that was an Intuitive way to figure out how to file an extension?!?

 

In desktop software--

 

Go to Federal>Other Tax Situations>Other Tax Forms>File an Extension

Level 3
Apr 14, 2024 12:41:03 PM

Tried it. Got out & went thru the step by step extension process from the beginning of Turbo tax Software, only to be told we had to print & mail extension in. NO MENTION of OPTION To file Extension Electronically thru Turbo tax website. TURBOTAX FAIL!!  

New Member
Apr 14, 2024 7:57:14 PM

the Federal Taxes -> Other Tax Statements -> file extension option only prints and tells you where to mail the forms, it does not e-file.

Level 2
Apr 14, 2024 9:25:27 PM

I had the same question, and after clicking on "File an Extension" as mentioned in other replies and answering the few questions, I saw a link for payment options (on the page where it tells you where to mail your printed form). I clicked on the link and it took me to the IRS website to make a payment. From there, I clicked on "Pay Now with Direct Pay". There was (of course!) another link on that page about other associated forms...so I clicked it and read this:

  • Use IRS Direct Pay to make a full or partial payment on your taxes in order to receive an extension without having to file Form 4868.

I looked at the FAQ's and there was this information as well:

 

Between January 1st and the original due date of your return, visit the main Direct Pay page and select the “Make a Payment” button. On the page that follows,

  • Select "Extension” as your “Reason for Payment.” (The "Apply Payment to..." field will then start with "4868," the IRS number for the extension request form) 
  • Verify your identity and make a payment

If you complete this process successfully, your payment will be credited towards the tax year for which you are requesting a filing extension, and you will automatically receive the extension. You will not need to file a separate Form 4868, Extension of Time to File Your Tax Return.

You can verify your extension by logging into your account

You can pay what you expect to owe or a portion of it. However, a filing extension does not extend the deadline to pay what you owe. It only gives you more time to file your return. If you don’t pay what you owe by the original deadline, you could still owe penalties and interest.

The extension is typically until mid-October of the same year, even in years when the original return is due later than April 15. You don’t get to choose the length of a filing extension. It’s the same for most taxpayers, usually 6 months. Check our page on extension of time to file or this year's Form 4868 to be sure you don’t miss the extended deadline.

 

From my experience last year, if you don't go through the steps to file the extension in TurboTax desktop, it won't recognize that you actually filed the extension when you go to finish your taxes and submit. So I would go through the steps (and you'll see the amount of Federal Tax Due at the top go to zero) before going to the IRS website to pay and file the extension. That's what I plan to do!

New Member
Apr 15, 2024 5:45:58 AM

This works well.  Doesn't require IRS PIN like the Turbo Tax online extension filer.   You can do the "file for extension" in desktop Turbotax after completing the above.  This generates a 4868 form to mail (which you should do because you did it online) and informs Turbotax desktop of the amount you paid with the extension.  

Employee Tax Expert
Apr 15, 2024 5:48:14 AM

Here is an FAQ: How to File an Extension

Level 2
Apr 15, 2024 11:49:54 AM

It's NOT possible to E-file the Federal extension from TT Desktop. You need to print it and mail it. It must co$t them extra to allow you to do that so it's not included.

Level 1
Apr 15, 2024 1:37:33 PM

i dont 'owe', and anticipate a refund.  subsequently, on the page for "Your extension results", the ONLY button option is the "PRINT EXTENSION" button.

 

are we suggesting that i chose the "i owe button" and then pay a 'made up amount' JUST so i can electronically file for an extension?

 

Secondly... IF i DO have to print, Q: as long as its mailstamped with todays date, it should be ok?

Level 2
Apr 15, 2024 2:07:21 PM

You cannot e-file the federal extension from the TT desktop app. You need to go on the TT online version if you would like to e-file. Or you can go to another vendor online as well. I used TaxAct.

Level 2
Apr 15, 2024 7:09:05 PM

How ridiculous! You can't file electronically after paying $95 for TurboTax. What is their problem? They will help you fill out a form and then give you a mailing address.

Level 1
Apr 15, 2024 7:53:02 PM

U can’t e-file an extension while in the TTax app

   You have to go to the website, log in, scroll to the bottom (below the part where they try to sell you se you already bought) and THEN CLICK extension

 

yiu fillnin a few things, create a 5 digit passcode and then it will tell you success

 

i got an email confirming it was processed.  And then a couple hours later I got confirmation it was accepted 

Employee Tax Expert
Apr 15, 2024 8:17:05 PM

Extension links for federal and states below.

 

File federal extension online here

State extensions can be found here if needed. 

 

Returning Member
Apr 16, 2024 3:54:05 AM

Sorry. No. The online thing was too klunky and not easy to find what values to enter. Not to mention, it was a whole other out of app login. I went with the tip to go through help to find the secret handshake to get the desktop app to get you to where it should have been readily apparent option in the first place, like every year preceding this one..

Returning Member
Apr 16, 2024 3:59:45 AM

Thans. Looks like that takes you to the online version. Not interested.

Returning Member
Apr 16, 2024 4:02:51 AM

Agreed. In my case I had to also pay some. However, I did notice on first time back to TT desktop it seems confused that owe $0. But I think that's OK as I had not changed any values yet since sending the form and check out.