Steps to E-File an Extension in TaxWise Online
Navigate to the Main Info Form
Open the tax return and go to the Main Info form.
Select the Extension Form
Locate the question: "What form(s) are you e-filing using PINs?"
Mark Extension Form 4868 as the selected form.
Choose Payment Option (If Applicable)
Decide whether the taxpayer will make a payment with the extension.
If required, enter the PINs for verification.
Complete Form 4868
Fill out all necessary details on Form 4868, ensuring accuracy.
Run Diagnostics
Go to the Diagnostics section to check for any errors.
Fix any messages that appear before proceeding.
Create the E-File Extension
Once the form is complete and error-free, generate the E-file Extension.
Transmit the Extension
Submit the extension just like a regular e-filed return.
Final Notes
✔️ Ensure that all required fields are completed before transmitting.
✔️ Double-check payment details if a tax payment is being submitted with the extension.
✔️ Form 4868 grants an extension to file taxes, but it does not extend the deadline for tax payments.
By following these steps, you can successfully e-file an extension using TaxWise Online (TWO).