Extension Form

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 (2021; TAX YEAR 2020), WE MAILED THOSE POSTCARDS ON 4/4/22. 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 4/18/22 deadline to file either your 2021 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. As an incentive, if you submit your tax data to us by Wednesday, April 13th, we will input that data into our computer and generate the Form 4868 for you. If our preliminary (that means not final, and certainly not guaranteed) results show you are due a refund, then we will mail your extension form for you, since a signature is not required. However, if our preliminary results show you owe money, we will call you to get an email address or a fax number to where we can email or fax you the Form 4868 so you can mail it in with a check in order to avoid some penalty and interest. 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.

If you believe you will not be able to submit your income tax data to our office by April 13th, then you can simply print off our Form 4868 instructions and go to Form 4868 to download and fill out Form 4868. Be sure to print off all pages of Form 4868, but especially pages 1 and 4. Then follow the 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, 2022, 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 IF YOU DO NOT SUBMIT YOUR TAX DATA TO US BY APRIL 13TH, 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/.