Skip to main content

Legal

Tax & Accounting

Trade & Supply

Risk & Fraud

News & Media

Books

Developers

Help articles

Prepare Form NJ-630 extension

Use the
NJExt
 screen in the
Payments
 folder to generate the Form NJ-630 extension. The New Jersey Division of Taxation may waive certain penalties if the taxpayer files an extension, provided that other criteria are met. One of the key steps to having the penalty waived is to file an extension request by the original due date. Federal Form 4868 can serve as an extension request. New Jersey Form NJ-630 can be used for both the extension request and the accompanying voucher for making a payment.
note
Details on the Form NJ-630 extension:
  • New Jersey also accepts federal Form 4868 as the extension request.
  • If not making a payment, the New Jersey Division of Taxation still accepts Form NJ-630 without a payment amount.
  • The New Jersey Division of Taxation supports electronic funds withdrawal for extensions.
Payments and filing criteria:
Taxpayers who don't pay all of their income tax by the original return due date are typically subject to late penalty. However, the New Jersey Division of Taxation waives certain late penalties on the unpaid balance of tax that's due as of April 15,
2024
 if the taxpayer meets all of the following criteria.
  • Taxpayer pays at least 80 percent of the tax by the original due date, April 15,
    2024
    . (This may be accomplished via withholding, estimates, additional payments, etc.)
  • Taxpayer files extension request via New Jersey Form NJ-630 or federal Form 4868 by the original due date, April 15,
    2024
    . (This includes making any federal or state payments online.)
  • Taxpayer files Form NJ-1040 or Form NJ-1040NR by the extended due date, October 15,
    2024
    .
  • Taxpayer pays remainder of the tax due by the extended due date, October 15,
    2024
    .

Prepare the extension

Use the following information to complete Form NJ-630, Application for Extension of Time to File.
Enter the extension data
Use the
NJExt
 screen to complete Form NJ-630.
  • UltraTax CS calculates the amount based on current data entered:
     Enter X the
    Calculate Extension
     field on the
    NJExt
     screen. Select
    Setup
    ,
    1040 Individual
    , the
    Federal
     tab, then
    Extensions
     to select the method for calculating the amount.
    note
    When using
    File
     then
    Print Extensions
     to select multiple clients at once for electronic filing, UltraTax CS marks the
    Calculate Extension
     field if the
    Setup
    ,
    1040 Individual
    ,
    Federal
     tab,
    Extensions
    , then the
    Create an extension without total tax liability amounts
     checkbox isn't marked.
  • Force the amount to pay with Form NJ-630:
     Enter an amount in the
    Balance due on extension (Force)
     field on the
    NJExt
     screen.
  • Let the taxpayer decide the amount:
     Leave the
    Calculate extension
     and
    Balance due on extension (Force)
     fields blank on the
    NJExt
     screen. When this option is used, UltraTax CS leaves the payment amount field blank on Form NJ-630.
Select
File
 then
Print Extensions
 to print Form NJ-630 when data entry is complete on the
NJExt
 screen.

Prepare the return after filing an extension

When preparing an extended return, make sure you have the following information from the extension.
  • Amount actually paid with extension:
     The amount paid with extension is included on the line for Estimated Tax Payment on Form NJ-1040 or Form NJ-1040-NR. Enter the amount on the
    NJExt
     screen in the
    Extension payment actually made; reportable on main return
     field. UltraTax CS populates this field when the extension was created if UltraTax CS calculated the amount or if the amount was forced. Change the data entry if the taxpayer paid some other amount.
    note
    If an extension was filed another way other than UltraTax CS, enter the actual amount paid with the extension in the
    Force
     field. This will automatically complete data entry in other fields, including fields for extended due date and amount actually paid with extension.
  • Indicate extension has been filed; attach federal extension:
     If federal Form 4868 was used for the extension request, mark the
    Federal extension application attached
     field on the
    NJExt
     screen and attach a copy of federal Form 4868 to the return when paper-filing. (Certain information in the scannable area of Form NJ-1040 is based on this data entry. Note that UltraTax CS marks the related data entry field on the
    NJExt
     screen when using
    File
     then
    Print Extensions
     to print the federal or New Jersey extension.
    • If the federal extension was filed online, enter the
      On-line federal extension confirmation
       number on the
      NJExt
       screen. This information is reported on Form NJ-1040 and in the electronic record.
    • If a New Jersey extension was previously filed and Form NJ-1040 is being filed electronically, enter
      1
       in the
      New Jersey extension filed
       field on the
      NJExt
       screen. This information is used in the electronic record.
    • It's not necessary to include a copy of Form NJ-630 with paper-filed Form NJ-1040.
  • Date return filed:
     Enter the
    Date return filed
     on the
    NJPen
     screen. If the date exceeds the extended due date, UltraTax CS calculates a late penalty on the unpaid balance due.

error-icon

Triva isn't available right now.

Check out the support page for our phone number and hours

error-close