To file for a tax extension, you need to request additional time to file your federal income tax return by the original tax deadline, typically April 15. Here are the main ways to file for an extension:
- File IRS Form 4868 (Application for Automatic Extension of Time To File U.S. Individual Income Tax Return). You can submit this form:
- Electronically via IRS Free File (available to all income levels),
- Through IRS e-filing partners or tax software,
- By mail, ensuring it is postmarked by the tax deadline
- Make an estimated tax payment online using IRS Direct Pay, debit/credit card, or digital wallet, and indicate that the payment is for an extension. This can serve as your extension request without filing Form 4868 separately
Key points to keep in mind:
- Filing an extension gives you until October 15 to file your tax return but does not extend the time to pay any taxes owed. You should estimate and pay any tax due by April 15 to avoid penalties and interest
- If you expect a refund, you can still file an extension to avoid late-filing penalties if you later owe taxes.
- Taxpayers living abroad or in certain special circumstances may qualify for automatic extensions without filing Form 4868
- You can file an extension yourself online, use tax software, or have a tax professional file it for you
In summary, to file a tax extension, submit Form 4868 electronically or by mail by April 15, or make an online payment indicating an extension request. This gives you until October 15 to file your return but does not extend your payment deadline
