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Prepare Form REV-276 extension

Use the
PAExt
 screen in the
Payments
 folder to generate the Pennsylvania Form REV-276 extension.

Form REV-276 payment, filing, and late penalty

  • The Pennsylvania Department of Revenue waives certain penalties if you file an extension request by the original due date of April 15, 2024, and meet certain other criteria.
  • Pennsylvania also accepts federal Form 4868 as the extension request.
  • The Pennsylvania Department of Revenue supports electronic funds withdrawal of the extension payment.
  • The Pennsylvania Department of Revenue also lets taxpayers make payments online or via telephone.
Pennsylvania has a fail to pay penalty and a fail to file penalty.
  • To avoid a fail to pay penalty, the taxpayer needs to pay 100 percent of the tax liability by the original due date, April 15, 2024. Filing federal Form 4868 or Form REV-276 without payment doesn't affect the calculation of the fail to pay penalty.
  • To avoid a fail to file penalty, the taxpayer needs to file federal Form 4868 or Form REV-276 by the original due date, April 15, 2024, then pay 100 percent of the tax liability by the extended due date, October 15, 2024.
  • To make an extra payment by the April 15, 2024 due date, use Pennsylvania Form REV-276.

Prepare Form REV-276

Use the PAExt screen to complete Form REV-276. You can either have UltraTax CS calculate the payment amount, or manually force it.
  • To have UltraTax CS calculate the amount based on current data entered:
    1. Enter
      X
       in the
      Calculate Extension
       field on the PAExt screen.
    2. Select
      Setup
      ,
      1040 Individual
      , the
      Federal
       tab, then
      Extensions
       to select the method for calculating the extension amount.
  • To force the extension payment amount: Enter an amount in the
    Balance due on extension (Force)
     field on the PAExt screen.
  • To force a 0 amount on Form REV-276: Enter
    0
     in the
    Balance due on extension (Force)
     field on the PAExt screen.

Print the extension

When you finish entering data on the PAExt screen, select
File
, then
Print Extensions
 to print Form REV-276.

Prepare the return after filing an extension payment

Make sure you do the following when preparing an extended return:
  • Amount actually paid with extension
    : Enter the amount on the PAExt screen in the
    Extension payment actually made; reportable on main return
     field. UltraTax CS populates this field when you create the extension. Change the data entry for this amount if the taxpayer paid a different amount.
  • Date return filed
    : Enter the
    Date return filed
     on the PAPen screen. If the date exceeds the original due date, UltraTax CS calculates a late penalty on the unpaid balance due.
  • Attach the federal or state extension
    : UltraTax CS doesn't automatically attach a copy of federal Form 4868 to Form PA-40 when you select
    File
    , then
    Print Extensions
     to print the federal extension. When filing on paper, include a copy of the federal extension Form 4868 with Form PA-40. Also, if you file Form REV-276, you don't need to attach a copy of the extension to Form PA-40.
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