Know about Personal Tax extension Form 4868

 U.S. citizens must file individual income tax return 1040 to the IRS on or before the deadline to avoid  unwanted IRS penalties and interests. In case, Taxpayer cannot prepare and file a personal tax return on time to the IRS, no worries, because the IRS allows individuals to get an extension upto 6 months to file a personal tax return with the help of Form 4868.

If a Taxpayer filing tax return for the first-time and not aware of Personal tax extension Form 4868, Reading this article will helps to know about:


  1. What is Personal Tax Extension Form 4868?

  2. What does Form 4868 support?

  3. How to File Personal Tax Extension Form 4868?

  4. What are the instructions for Filing Form 4868?

  5. What is the Deadline for Personal Tax Extension?




What is Personal Tax Extension Form 4868?


Personal Tax Extension Form 4868 is an application that any individual in the U.S. can use to get an automatic extension of time to file an Individual Income tax return. Filing form 4868 will only extend the time to file individual income tax returns and not the time to pay tax due. 


What tax forms does 4868 support?


Personal Tax  Extension Form 4868 is for individual taxpayers, and it supports the following IRS forms:


  • Form 1040

  • Form 1040-SR

  • Form 1040-NR

  • Form 1040-NR-EZ

  • Form 1040-PR

  • Form 1040-SS


If Taxpayer needs additional time to file the above forms after their due date, they can file 2020 IRS form 4868 and get an extension of up to 6-months.


How To File Personal Tax Extension Form 4868?

Individuals can file IRS Form 4868 either through paper or electronically. If Taxpayer chooses to paper file form 4868, they need to download Form 4868 from the IRS website, fill in the required details, and then send it to the IRS using the address mentioned here.

However, the IRS recommends individuals to file form 4868 electronically, so that they can avoid tedious paperwork and get to know the status of their submitted forms instantly. Hence, choose an electronic filing method for quick, secure, and more accurate filing. 

What are the instructions for filing Form 4868?

Form 4868 has two parts. Here are the step-by-step instructions that individuals 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 personal information. Enter name(s) and address. If Tax Payer decide 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 filing last return, use Form 8822, Change of Address, to inform the IRS about the change.

If there is any change in name due to marriage, divorce, or any other personal reason, individuals should notify the change to the Social Security Administration (SSA) before filing Form 4868 so that they can avoid rejections and application process delays. 

Lines 2 and 3: Social Security Number(s)

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

Note: If filing Form 1040-NR instead of 1040 as an estate or trust, Tax Payer must enter 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, Individual can round off the estimated cents to whole dollars.  To round the dollars, individuals 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 Tax Payer have zero tax liability, enter “0” in line 4 on 1040 extension Form.

Line 5: Estimate of Total payments for 2020

Estimate the total payments Individual 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, Individuals don’t want to include line 5.

Line 6: Balance Due

Enter total unpaid tax balance for the tax year. Tax payer 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 Tax Payer Paying with Tax Extension

After making calculations in line 6, Tax Payer can even file for an extension if they can’t pay the amount shown on line 6. But, it’s better to pay as much as tax payer can to limit the amount of interest. Individual will also be charged a late payment penalty for the unpaid tax from the regular due date of return.

Line 8: Out of the Country

Check the box on line 8 if Tax Payer is staying out of the country on the original due date of return.

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

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

 What is the Deadline for Form 4868?


The deadline to file an extension is the same as the tax return filing due date. Recently, the Treasury Department and Internal Revenue Service has extended the individual income tax return 1040 due date from April 15, 2021, to May 15, 2021. 


Therefore, if Individual need time to file their income tax return after the regular due date (May 17, 2021), they must file tax extension form 4868 to the IRS by May 17, 2021, to get an automatic extension up to 6 months (October 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).


File Form 4868 Using ExpressExtension

Use an IRS-authorized e-file provider to extend individual income tax return due date, get started with ExpressExtension. We are a leading IRS-authorized e-file provider of tax extension forms. 
With over a decade of experience in the IRS tax e-filing industry, we ease the work of completing and e-filing your 4868 form to the IRS through our step-by-step instructions and get an additional time up to 6-month to file your personal tax return.

In case, request for an extension is rejected by the IRS, we also help Individuals to identify and resolve the error. Once individuals resolve it, they can retransmit the rejected return from ExpressExtension at no additional cost!

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