How to File an Extension

by | Mar 22, 2023 | Tax

It is not uncommon to have a need for more time to prepare your federal tax return. This post provides valuable information on how to apply for an extension of time to file. Please be aware that:

  • An extension of time to file your return does not grant you any extension of time to pay your taxes.
  • You should estimate and pay any owed taxes by your regular deadline (April 18, 2023) to help avoid possible penalties.
  • You must file your extension request no later than April 18, 2023.

E-file Your Extension Form for Free

There are three options when it comes to filing for an extension.

  1. Complete and mail in IRS Form4868: https://www.irs.gov/pub/irs-pdf/f4868.pdf
  2. Individual tax filers, regardless of income, can use Free File to electronically request an automatic tax-filing extension.
    • Filing this form gives you until October 16, 2023 to file a return.
    • To get the extension, you must estimate your tax liability on this form and should also pay any amount due.
  3. Get an extension when you make a payment.
    • You can also get an extension by paying 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 (EFTPS), or a credit or debit card. This way you won’t have to file a separate extension form and you will receive a confirmation number for your records. Be sure to select Form 4868 or extension.

    Extension Forms by Filing Status

    Below are forms that you may need depending on your filing status:

    Individuals

    Michigan Residents: (only need to file an extension if you owe, otherwise the federal extension will cover a Michigan extension)

    Special rules may apply if you are:

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