To file a tax extension for your U.S. federal income tax return, follow these steps:
- File Form 4868 : This is the "Application for Automatic Extension of Time To File U.S. Individual Income Tax Return." You can file it electronically or by mail. Filing this form gives you an automatic extension until October 15 to submit your tax return
- Filing Methods :
- Electronically : Use IRS Free File (available regardless of income) or an IRS e-filing partner. Tax software and tax professionals can also file Form 4868 on your behalf
* **By Mail** : Complete Form 4868 and mail it to the IRS postmarked by the tax deadline (usually April 15)
- Pay Any Taxes Owed by the Original Deadline : The extension only gives you more time to file your return, not to pay any tax due. You should estimate your tax liability and pay what you owe by the April deadline to avoid penalties and interest. You can make payments online via IRS Direct Pay, debit/credit card, or digital wallet, and indicate the payment is for an extension. This can sometimes eliminate the need to file Form 4868 separately
- Deadline : The extension request must be submitted by the original tax filing deadline, typically April 15. If you file for an extension, your new filing deadline will be October 15
- Special Situations : U.S. citizens or residents living abroad on the due date may get an automatic two-month extension without filing Form 4868. Certain military personnel and disaster area residents may have additional extensions or special rules
In summary, to file a tax extension, submit IRS Form 4868 electronically or by mail by April 15, pay any estimated taxes owed by that date, and then you have until October 15 to file your full return without penalty for late filing
