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What is IRS Form 4868?

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IRS Authorized E-file Provider for Tax Extension Forms

IRS Form 4868, Application for Automatic Extension of Time To File U.S. Individual Income Tax Return

- Updated December 07, 2022 - 8.00 AM Admin, ExpressExtension

If you are a Taxpayer in the U.S, you must file a personal federal income tax Form 1040 with the IRS.

For any reason, if you would require more time to file 1040 after the actual deadline date, you can request for an federal tax extension of time on or before the deadline date of 1040.

The request is made by filing an tax extension form 4868, Application for Automatic Extension of Time to File U.S. Individual Income Tax Return

What is IRS Form 4868?

Personal Tax Extension Form 4868 gives you an additional time to file your federal income tax return 1040.

You may request for an extension when you don't have the necessary information to prepare your 1040 return. In which case, requesting an IRS extension becomes inevitable.

If you need to apply 1040 Extension online, you’ll have to follow these:

  • Estimate your 2022 tax liability using the information you currently have
  • Enter your total tax estimated liability on line 4 of Form 4868
  • Pay that tax liability by the regular due date

If you pay late, you’ll have to pay interest, and might also incur a late payment penalty.

Personal Tax Extension Form 4868

Who can file Form 4868?

Form 4868 can be filed by any U.S. individual who needs additional time to file Form 1040, 1040-SR, 1040-NR, 1040-NR-EZ, 1040-PR, or 1040-SS.

This includes contractors who file 1099s, as well as single-member LLCs and Schedule C Sole Proprietors.

We just want to remind you that filing an 4868 extension does not extend the time to pay taxes. You may also be charged penalties if you don’t pay the amount due by the actual due date.

When To File Form 4868?

Generally, the actual deadline to file personal tax extension Form 4868 is on
April 18, 2023.

Special Considerations for U.S. Taxpayers Abroad

Eventually, a 2-month automatic extension without requesting any extension Form 4868 is for:

  • U.S. citizen or a resident who lives outside of the U.S. or Puerto Rico, or
  • Those whose main place of work is outside the U.S. or Puerto Rico, or
  • Individuals in the military or naval service on duty outside the U.S. or Puerto Rico.

If you’re out of the country on the actual due date of your return, check the
box on line 8.

Special Considerations for U.S. Taxpayers Abroad If you didn’t receive wages subject to U.S. income tax withholding, and your return is due June 15, 2023 on line 9.

How to fill out a tax extension form 4868?

IRS Form 4868 is simple and automatic, and it is relatively straightforward to fill out. It has only two parts and does not require any date or signature.

You don't have to give a reason for requesting an tax extension.

Form 4868 is divided into two parts:

Enter your personal information on Part I (Line 1 to 3) of Form 4868:

  • Including your name, address, social security number and spouse’s social security number (if you file jointly).

Enter your payments information on Part II (Line 4 to 7) of Form 4868:

  • Line 4 - Indicate the total tax liability you anticipate to report on the following tax forms
    • Form 1040 or 1040-SR, line 16
    • Form 1040-NR, line 61
    • Form 1040-NR-EZ, line 17
    • Form 1040-PR, line 6
    • Form 1040-SS, line 6
  • Line 5 - It indicates total Payment you made for 2021.
  • Line 6 - Balance due (Subtract Line 5 from Line 4 to get your balance due to enter on Line 6).
  • Line 7 - Amount you’re paying (Indicate the total amount you are looking to pay on Line 7)

Where to file IRS Form 4868?

Form 4868 can be filed through two ways:

  • You can file Form 4868 electronically by signing up with IRS Authorized
    e-file providers.
  • You can paper file Form 4868 by filling the form details and mailing it
    to this address.

IRS recommends taxpayers to e-file Form 4868 for quicker processing of the return, and to get an instant update on the same.

What to do If You Owe Taxes

If you have paper-filed Form 4868 with the IRS, you need to send the balance due as well. The more you pay, the less will be interest and penalties. Find the IRS instructions to send a Form along with a payment.

If you e-file Form 4868 and want to send the payment by postal mail, then in which case, you need to send the check along with a copy of the e-filed form. The e-filed form acts as a voucher thus enabling the check amount to be credited to your tax account.

If you file your form electronically, you can also make an electronic payment via:

  • Direct Pay
  • Electronic Federal Tax Payment System (EFTPS)
  • Credit or debit card.

The IRS also offers a Pay by Phone option through EFTPS. You can call at 800-555-3453.

What are the Late Filing Penalties?

A late filing penalty is usually charged if your personal tax return 1040 is filed after the due date or not filing an extension form 4868 on time.

The penalty is generally 5% of the amount due for each month or part of a month your 1040 return is late. The maximum penalty is 25%.

If your 1040 return is more than 60 days late, the minimum penalty is $435 (adjusted for inflation) or the balance of the tax due on your return, whichever is smaller.

You might not owe the penalty if you have a reasonable explanation for filing late.

Attach a reason statement to your return for filing late. Don’t attach the statement to Form 4868.

Choose ExpressExtension to file your 4868 Forms in minutes

ExpressExtension is an IRS authorized e-file provider of personal tax extension forms.

Our step-by-step filing process with clear guidance will help you to easily e-file your Form 4868 with the IRS. Our cloud based software will help you to e-file your 1040 extension securely to the IRS. You will get approval from the IRS instantly. In case your Extension is rejected you can re-transmit it for FREE.

How to File Form 4868 Electronically with ExpressExtension?

It is very crucial to be well-informed by the E-filing process of Form 4868. Just follow the below steps and E-File your IRS Form 4868.

  • Select the Extension type that you would like to E-File (Individual or Joint Filing)
  • Enter Personal Details such as Name, Address, SSN
  • If you owe any taxes, Enter the payment details
  • Review your form to avoid further Corrections
  • Transmit your Form 4868 to the IRS

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