Extension Form

Please read our latest letter of instructions on filing extension Form 4868 effective March 31, 2023 here


Because we have so many clients who require extension forms, we decided to dedicate a separate page of our website for this topic.

We typically mail reminder postcards by around April 1st with directions on how to get Form 4868 and its instructions at this page of our website to all clients for whom we prepared last year’s current year tax return, but from whom we have not received this year’s current year income tax data. CLIENTS FROM LAST YEAR (2022; TAX YEAR 2021), WE MAILED THOSE POSTCARDS ON 4/3/23. However, since our postcard will simply direct you to this page of our website, and you are already here, you might as well take care of filing your extension Form 4868 now (assuming you are viewing this page before the 4/18/23 deadline to file either your 2022 tax return or an extension of time to file it).

Remember you can always file (by the filing deadline) for an extension using Form 4868 and then we can prepare your tax return when we have completed all the ones in line ahead of you. Also, if you live in a state that has a state income tax, be forewarned that you need to know what your state’s (extension) filing requirements and deadline are and satisfy them on your own.

Simply print off our letter of instructions on filing extension Form 4868 above and go to Form 4868 to download and fill out Form 4868. Print off all pages of Form 4868, but especially pages 1 and 4. Then follow our simple 3-line instructions to complete the form yourself and mail it to the correct IRS address for your state shown on page 4 of Form 4868. Be sure to notice that one column of addresses is for taxpayers who ARE making a payment with their Form 4868 and the other column of addresses is for taxpayers who do not owe additional tax and ARE NOT making a payment. This extends your federal filing deadline until October 15th. However, it DOES NOT EXTEND THE DATE TO PAY ANY TAX OWED. TAX PAYMENTS ARE DUE BY APRIL 15, 2023, AND PENALTIES AND INTEREST WILL BE ASSESSED AS OF THAT DATE. Also, you are responsible for knowing and satisfying your state’s tax filing deadline requirements.  BE AWARE THAT WE CANNOT PREPARE YOUR EXTENSION FORM FOR YOU, BECAUSE 1) WE DON’T HAVE YOUR TAX DATA AND 2) WE ARE FOCUSED ON ASSISTING OVER 150 OTHER CLIENTS WHO HAVE SUBMITTED THEIR TAX DATA TO US.

As another option, you may go to the IRS’s website for information on how to file your extension through them, as well as watch videos on how to pay your tax http://www.irsvideos.gov/PaymentAlternatives/player/frame-flv.htm. Finally, our tax software provider has a convenient link to pay your tax through a variety of methods. For your convenience, click on this link http://www.1040paytax.com/.