Extend your 1040 Deadline by filing Form 4868

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

IRS Form 4868 is used by U.S. Individuals to request an extension of time to file Form 1040 to the IRS and save yourself from paying late filing penalties.

Form 4868 extends your 1040 deadline up to 6 months.

If you are not aware of applying the form 4868 extension, then here’s what you need to know.

Table of content

1. What is Form 4868?

2. Who can file a Personal tax extension Form 4868?

3. What information is required to file Form 4868?

4. When is the due date to file Form 4868?

5. What are the steps to E-File 4868 extension?

What is IRS Form 4868?

IRS Form 4868 is an application for a U.S. citizen or resident to request an automatic extension of time to file a U.S. individual income tax return.

You can use this Form 4868 to extend your deadline following tax return to get an automatic extension of time:

Form 1040
Form 1040-SR

Form 1040-NR
Form 1040-NR-EZ

Form 1040-PR
Form 1040-SS

Form 1040
Form 1040-SR
Form 1040-NR

Form 1040-SS
Form 1040-PR
Form 1040-NR-EZ

Filing form 4868 to the above returns gives you an automatic extension of time from April 15, 2024, to
October 15, 2024. When you file this form, you do not want to explain to the IRS why you need an extension of time to file your individual income tax return.

One important thing you need to note here is filing form 4868 will only extend the time to file your tax return and NOT the time to pay any tax due. You must pay your tax by the regular IRS deadline (April 15, 2024) to avoid the IRS interest and penalties.

Who Can File a Personal tax extension Form 4868?

Personal Tax Extension Form 4868 is for individual taxpayers, not for corporations or other business entities that file returns other than a Form 1040.

Federal Income Tax Return Filers
1099 Independent Contractors

Sole Proprietorships (Schedule C)
Single-Member LLCs

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Information required to file Form 4868

To file the form 4868 to the IRS, you need the following information in handy:

Your Personal details such as legal name, Address, & SSN.
If you're filing jointly, you'll need the same information for your spouse.
Total tax liability and payment for the tax year 2023.
Balance due if any.

Make sure all your personal information matches with the IRS database to avoid process delay and rejections. You can also verify your information with the IRS by contacting 1-800-829-4933 before filing form 4868.

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The Due Date to File Form 4868

The personal income tax filing due date for the 2023 tax year is April 15, 2024.

Filing this extension on April 15, 2024., you are able to file six months later, on October 15, 2024. So, if you need more time to get your financial information together, simply file this form 4868 , it is a quick and easy way to do so.

Steps to E-File 4868 extension

If you are an individual income tax filer looking for more time to prepare and file your federal tax return, get started with an IRS-authorized provider like ExpressExtension. We provide step-by-step instructions from start to finish to apply an extension of time to file your Individual Income Tax Returns.

Just follow the below steps to complete your individual tax extension online:

Step 1: Choose the extension type (Either individual or joint filing) you would like to file.
Step 1: Enter your personal details such as Name, Address, SSN
Step 2: Enter your tax payment details if you owe any taxes
Step 3: Review your Form
Step 4: Transmit your Form 4868 to the IRS.

Once you transmit your return to the IRS, you will get instant approval from the IRS. In case your form is rejected by the IRS, we will also help you to correct the errors and re-transmit it for free of cost.