Question

I want to file an extension but not an "easy extension". I want to file and mail it in with my payment by May 1, 2025. I am a Florida resident. How to update my return?

Forum|Forum|1 year ago
April 17, 2025
1 reply
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If I create, print and file a paper 4868, how do I include it in my Federal return when I file in the fall?

When you finish your return to file it by the due date after filing an extension, the main thing you need to take into account is any payment that was made with the extension.

To enter the payment that was made with your extension you will go to Deductions and Credits > Estimates and Other Taxes Paid > Other Income Taxes then click Start or Update. Next click Start or Update beside Payment with 2024 Federal Extension to enter the payment that you made when you file your extension.

This will update your return to include the extension payment so that your remaining refund or balance due takes that amount into account.

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Bobgolf49rAuthor

Hello! Since I am entitled to file for an extension up to May 1, 2025, will TurboTax allow me to put "05/01/2025" on my payment with Form 4868 or will TurboTax erroneously calculate a late payment penalty and interest or should I enter 04/15/2025 instead of 05/01/2025 to get the correct calculations? I am skeptical about this "corner case" for filing my extension on May 1, 2025 and NOT having TurboTax calculate any penalty and interest for late payhment. TIA!

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Opus 17

I am a Florida resident affected by Hurricane Milton. See IRS bulletin FL-2024-10, Oct. 11, 2024.

@Bobgolf49r wrote:

I am a Florida resident affected by Hurricane Milton. See IRS bulletin FL-2024-10, Oct. 11, 2024.

You can't e-file the extension, I think. If you want to file on time by May 1, just e-file. Turbotax may think it is late, but you can ignore that. The IRS should know you qualify based on your zip code. There should also be a function in Turbotax where it asks if you are affected by any disasters or other situations that change the deadlines, although I don't know where that function is.

If you need the extension, and it is too late to e-file, you fill out and mail in the form 4868. The IRS should get the disaster extension based on the zip code, but you can write "Hurricane Milton IRS notice FL-2024-10" on the form if you want.

If Turbotax tries to calculate a late filing or late payment penalty, I would refuse, don;t include a penalty calculation with your return (I think you can do that). Wait and see if the IRS actually bills you.