Learn how to correctly file a tax extension with detailed guidance on electronic and mail submissions, as well as state-specific requirements. Secure your extended deadline efficiently and avoid penalties by understanding the proper procedures for filing Form 4868.

How to Properly Submit a Tax Filing Extension

Meeting tax deadlines each year is crucial. If you need more time, you can request a six-month extension by submitting the appropriate form to the IRS. Form 4868 is used to extend the deadline for your individual income tax return. The submission process is straightforward and can be completed online or by mail.
Electronic Filing
The IRS’s e-file system allows you to submit your extension request electronically, including Form 4868, directly to the IRS servers.

By filing Form 4868 online via IRS e-file or using tax professionals, taxpayers can easily secure an extension to submit their returns. The IRS confirms receipt with an electronic acknowledgment, which should be kept for records. If your gross income is around $64,000, you can utilize free software options through the IRS Free File program, offering free federal tax preparation and filing services.

Many commercial tax software providers also offer fillable forms for taxpayers earning over $64,000, simplifying the extension process.

Mail-In Filing Method
You can also file your extension by mailing a paper Form 4868. Forms are available for download from the IRS website or can be requested by phone. Many taxpayers opt for this method, especially at the fiscal year-end.

State-Specific Extension Rules
Each state has its own rules regarding tax extensions. Some states offer a standard six-month extension, while others require a specific form submitted before the original deadline. States without income tax do not require filing or extensions. You can generate these forms via state websites or use commercial software. Remember, extensions give additional time to file, not to pay owed taxes. Paying estimates early can prevent penalties and interest.