An extension of time to file your 2017 calendar year income tax return also extends the time to file Form 709 for 2017. Pay Electronically You don t need to file Form 4868 if you make a payment using our electronic payment options. The IRS will automatically process an extension of time to file when you pay part or all of your estimated income tax electronically. You don t have to explain why you re asking for the extension. We ll contact you only if your request is denied. Don t file Form 4868...if you want the IRS to figure your tax or you re under a court order to file your return by the regular due date. 3. You can file a paper Form 4868 and enclose payment of your estimate of tax due. It s Convenient Safe and Secure IRS e-file is the IRS s electronic filing program. You can get an automatic extension of time to file your tax return by filing Form 4868 electronically. This prevents delays in processing your extension request. return you should use Form 8822 Change of Address to...notify the IRS of the change. Don t attach a copy of Form 4868 to your return. Interest your return even if you qualify for the 2-month extension because Even if you had a good reason for not paying on time you will still owe interest. You can pay all or part of your estimated income tax due and indicate that the payment is for an extension using Direct Pay the Electronic Federal Tax Payment System or using a credit or debit card. See How To Make a Payment on page 3. 2. You can file Form 4868...electronically by accessing IRS e-file using your home computer or by using a tax professional who uses e-file. Enter the confirmation number below and keep it for your records. Enter confirmation number here Note If you use an electronic payment method and indicate the payment is for an extension you don t have to file Form 4868. You can pay all or part of your estimated income tax due and indicate that the payment is for an extension using Direct Pay the Electronic Federal Tax Payment System...or using a credit or debit card. You ll receive an electronic acknowledgment once you complete the transaction* Keep it with your records. You can pay online or by phone see page 3. E-file Using Your Personal Computer or Through a Tax Professional Refer to your tax software package or tax preparer for ways to file electronically. However it doesn t extend the time to pay any gift and GST tax you may owe for 2017. To make a payment of gift and GST tax see Form 8892. If you don t pay the amount...due by the regular due date for Form 709 you ll owe interest and may also be charged penalties. If the donor died during 2017 see the instructions for Forms 709 and 8892. Qualifying for the Extension To get the extra time you must Part I 1. If you don t pay the amount due by the regular due date you ll owe interest. You may also be charged penalties. For more details see Interest and Late Payment Penalty on page 2. Any remittance you make with your application for extension will be treated as a...payment of tax.
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Instructions and Help about IRS 4868
How to edit IRS 4868
How to fill out IRS 4868
Instructions and Help about IRS 4868
How to edit IRS 4868
To edit IRS 4868, first download the form from the IRS website or access it through a service such as pdfFiller. Ensure that you retain the official format of the form while making necessary changes. After editing, review your entries for accuracy to prevent any processing delays.
How to fill out IRS 4868
When filling out IRS 4868, start by providing your name, address, and Social Security number (SSN). Next, indicate your estimated tax liability and the amount you have paid, as this determines your payment needs. Double-check all entries before submitting to ensure complete accuracy.
About IRS 4 previous version
What is IRS 4868?
What is the purpose of this form?
Who needs the form?
When am I exempt from filling out this form?
Components of the form
Due date
What are the penalties for not issuing the form?
What information do you need when you file the form?
Is the form accompanied by other forms?
Where do I send the form?
About IRS 4 previous version
What is IRS 4868?
IRS 4868 is the Application for Automatic Extension of Time To File U.S. Individual Income Tax Return. This form allows taxpayers to request an automatic extension of six months to file their federal income tax return. However, it is important to note that this form does not extend the time to pay any taxes owed.
What is the purpose of this form?
The purpose of IRS 4868 is to give taxpayers additional time to prepare their tax returns. By filing IRS 4868, individuals can avoid late filing penalties if they are unable to meet the standard tax filing deadline. It is vital to understand that this form grants an extension only for filing; any tax liabilities are still due by the original deadline.
Who needs the form?
Taxpayers who are unable to file their income tax returns by the due date should file IRS 4868. This includes individuals with complex financial situations, those experiencing unexpected events, or anyone who simply needs more time to compile their information. It is essential for these individuals to file this form to avoid penalties.
When am I exempt from filling out this form?
You are exempt from filing IRS 4868 if you do not need an extension to file your tax return. Additionally, if you have already filed your return or if you do not owe any taxes, you are not required to submit this form. However, if there is any uncertainty regarding your tax liability, filing IRS 4868 is advised to prevent potential penalties.
Components of the form
IRS 4868 consists of basic identification information such as your name, address, and Social Security number. There are also sections for you to estimate your total tax liability and payments made during the year. Finally, the form includes a space for your signature and date to confirm the submission.
Due date
IRS 4868 must be filed by the original due date of your tax return, which is typically April 15. Filing by this deadline ensures that you can obtain your extension without incurring late filing penalties. If April 15 falls on a weekend or holiday, the due date may be moved to the next business day.
What are the penalties for not issuing the form?
Failure to file IRS 4868 when needed may result in penalties for late filing. If you owe taxes and do not file the extension form, you may incur a failure-to-file penalty, which is generally 5% of the unpaid tax amount per month, up to a maximum of 25%. Additionally, you may be charged interest on any unpaid balances starting from the original due date.
What information do you need when you file the form?
When filing IRS 4868, you will need your full name, address, Social Security number, and estimated tax liability. Having documentation of your income and potential deductions will also help you accurately estimate your tax obligation. Accurate figures will minimize the likelihood of additional taxes owed after filing.
Is the form accompanied by other forms?
Generally, IRS 4868 does not require accompanying forms unless you are making a payment with your application for an extension. If payment is necessary, you may need to file Form 1040-V, Payment Voucher, to ensure that your payment is properly allocated. It’s advisable to check the current IRS guidelines for any updates on required forms.
Where do I send the form?
The submission of IRS 4868 depends on your location and whether you are enclosing a payment. If you are sending a payment, the form should be mailed to the address provided in the IRS instructions, typically listed on the IRS website. If no payment is included, there may be a different designated mailing address to use.
FAQ about IRS 4868
What should I do if I made a mistake on my IRS 4868?
If you discover an error after submitting IRS 4868, you can correct it by filing an amended version. However, if the amendment affects your tax liability, ensure you also submit any additional payments or corrections to your original tax return promptly to avoid penalties.
How can I check the status of my IRS 4868 submission?
To verify if your IRS 4868 has been processed, you can use the IRS's online tools. Typically, you'll need to provide your personal information, such as your Social Security number, to access the status of your request and see if it has been accepted or if there are any issues.
Are e-signatures acceptable for IRS 4868 filings?
Yes, e-signatures are permitted for the IRS 4868 when filing electronically. Ensure that your e-filing software complies with the IRS guidelines regarding electronic signatures to ensure your submission is valid.
What common errors should I watch for when filing IRS 4868?
Common mistakes when filing IRS 4868 include incorrect taxpayer identification numbers, miscalculating estimated tax payments, and failing to sign the form. Double-check your information to avoid delays in processing your extension request.
What are the privacy considerations when submitting IRS 4868 online?
When filing IRS 4868 electronically, it's crucial to ensure that your data is protected. Use secure networks and reputable e-filing software that complies with IRS security standards to safeguard your personal and financial information during submission.
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