To file for a federal tax extension, you need to request additional time to file your individual income tax return by the regular tax deadline, typically April 15. Here are the main ways to file for an extension:
- File IRS Form 4868 : This is the Application for Automatic Extension of Time To File U.S. Individual Income Tax Return. You can submit Form 4868 electronically using IRS e-file through an IRS partner, by mail, or through a tax professional. The form requires your personal information and an estimate of your tax liability for the year
- Use IRS Free File : Regardless of income, taxpayers can electronically request an automatic extension through IRS Free File on the IRS website, which is free to use
- Make an online payment and check the extension box : If you owe taxes, you can pay the estimated amount due using IRS Direct Pay, debit/credit card, or digital wallet, and indicate that the payment is for an extension request. This method does not require submitting Form 4868 separately and you will receive a confirmation number
- Mail Form 4868 : You can also mail the completed Form 4868 to the IRS postmarked by the tax deadline. Keep proof of mailing
Important details:
- Filing an extension only gives you more time to file your return, not to pay any taxes owed. You must pay your estimated tax liability by the original filing deadline to avoid penalties and interest
- The extension extends your filing deadline to October 15.
- If you live outside the U.S. on the regular due date, you may automatically get a two-month extension without filing Form 4868
- Only one extension per tax return is allowed
In summary, to file for a tax extension, submit Form 4868 electronically or by mail by April 15, or make an online payment indicating it is for an extension. This will give you until October 15 to file your tax return without penalties for late filing, though payment is still due on time
