Form 4868 Deadline is Approaching- File Today to get 6-months Extension

Nearing the personal tax due date, every individual taxpayer in the U.S.  must submit their form 1040 to the IRS on-time to avoid penalties and interest. IRS gives every individual taxpayer in the U.S. the extension of time to file your personal tax return with the help of Form 4868.  If you are a first-time tax filer and you cannot complete your federal tax return by the deadline then this article is for you!


Reading this article, you will come to know


What is Form 4868?

When is the deadline to file Form 4868?

What is the information required for E-file IRS Form 4868?

How do I File Form 4868 Online?

What are the forms tax extension form 4868 supports for?


Form 4868


IRS Form 4868 is an official request that can be sent to the IRS (Internal Revenue Service) for an automatic extension of time to file your personal income tax return. 


 Form 4868 Deadline


The Treasury Department and Internal Revenue Service have currently announced that the federal income tax filing due date for individuals will be automatically extended from April 15, 2021, to May 15, 2021. 


If the form 4868 due date falls on Saturday, Sunday, or any legal holidays, then the due date will be the next business day (May 17, 2021). 


Information required to file form 4868

To E-file 4868, you must have the following information


  • Personal Details such as Full name, Address, & SSN.

  • If you're filing jointly, you'll need the same information for your spouse.

  • Total tax liability & Payment for 2020.

  • Balance due if any.

How to file 

IRS Form 4868 can be filed either electronically or by paper.

Choose an Electronic filing method for secure, quick, and more accurate filing. The IRS encourages individuals to file electronically so that you can get to know the status of your submitted forms instantly.

If you choose paper filing, download Form 4868, fill in the required details and then send it to the IRS using the address mentioned here.

Instructions to complete Form 4868

Form 4868 instructions have 2 two parts. Here are the step-by-step instructions you need to follow to complete Part I and Part-II of Form 4868.

Part I of Form 4868- Identification

Line 1: Name and address

Line 1 asks for your basic information. Enter your name(s) and address. If planning to file a joint return, provide both the spouses’ names in the order in which they want to appear on the return.

If there is a change in the mailing address after you filed your last return, use Form 8822, Change of Address, to inform the IRS about the change.

In case there is any change in your name due to marriage, divorce, or any other personal reason. You must notify the change to the Social Security Administration (SSA) before filing Form 4868 so that you can avoid rejections and application process delays. 

Lines 2 and 3: Social Security Number(s)

While you decide to file as a joint return, you must enter your Social Security Number (SSN) on line 2 of part-1, followed by your spouse’s Social Security Number online 3.

Note: If you’re filing Form 1040-NR instead of 1040 as an estate or trust, you must enter your EIN in place of SSN on line 2. Also, in the left margin, next to the EIN, enter as “estate” or “trust.”

Part II of Form 4868 – Individual Income Tax

 This Part requires information about the tax details. 

 When filing extension Form 4868, you can round off the estimated cents to whole dollars.  To round the dollars, you can drop amounts under 50 cents and increase the amount from 50 to 99 cents to the next dollar. 

Line 4: Estimate of total tax liability for 2020

Provide the Total tax liability & Payment for the tax year 2020.

  • Form 1040 or 1040-SR, line 16.

  • Form 1040-NR, line 61.

  • Form 1040-NR-EZ, line 17.

  • Form 1040-PR, line 6.

  • Form 1040-SS, line 6.

If you have zero tax liability, enter “0” in line 4 on your 4868 extension Form.

Line 5: Estimate of Total payments for 2020

Estimate the total payments you expect to pay and enter on line 5, to report it to the IRS:

  • Form 1040 or 1040-SR, line 19 (excluding Schedule 3, line 10).

  • Form 1040-NR, line 71 (excluding line 66).

  • Form 1040-NR-EZ, line 21.

  • Form 1040-PR, line 11.

  • Form 1040-SS, line 11.

However, for Forms 1040-NR-EZ, 1040-PR, and 1040-SS, you don’t want to include line 5, the amount you’re paying with your Form 4868.

Line 6: Balance Due

Enter your total unpaid tax balance for the tax year. You can calculate this amount by subtracting Line 5 (Total 2020 payments) from Line 4 (Estimate of total tax liability for 2020).

In case the amount shown on Line 5 is greater than Line 4, enter “0” in this field.

Line 7: Amount You’re Paying with Your Tax Extension

After making calculations in line 6, you can even file for an extension if you can’t pay the amount shown on line 6.

But, it’s better that you pay as much as you can to limit the amount of interest you’ll owe. You will also be charged a late payment penalty for the unpaid tax from the regular due date of your return.

Line 8: Out of the Country

Check the box on line 8 if you’re out of the country on the original due date of your return.

Line 9: Form 1040-NR or 1040-NR-EZ Filers

Check the box on line 9 if you did not receive wages subjected to U.S. income tax withholding, and your return is due June 15, 2021.

Forms tax extension form 4868 supports

Tax Extension form 4868 supports the following forms:

  • Federal Income Tax Returns (1040, 1040A, 1040-EZ, 1040NR, 1040NR-EZ, 1040-PR or 1040-SS)

  • 1099 Independent Contractors

  • Sole Proprietorships (Schedule C)

  • Single-Member LLCs

E-File Form 4868 with ExpressExtension

E-file Form 4868 with ExpressExtension and get 6 months extension approval from the IRS in minutes. IRS doesn’t require any explanation to file 4868. It is completely Automatic.

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