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How to Qualify for 4868 Extension and the Requirements?

The Form 4868 is required when individuals, sole proprietors, single member LLCs, and independent contractors need more time to present their exact returns as on the deadline of April 15th (April 17th if you live in Maine or Massachusetts) of the annual tax year.

Tax Extension for out of the Country filers

If, on the regular due date of your return, you are out of the country and a U.S. citizen or resident, you are allowed 2 extra Months to file your return and pay any amount due without requesting an extension. Interest will still be charged, however, on payments made after the regular due date, without regard to the extension. For a calendar year return, this is June 15th. File this form and be sure to check the box on line 8 if you need an additional 4 Months to file your return. If you are out of the country and a U.S. citizen or resident, you may qualify for special tax treatment if you meet the bona fide residence or physical presence tests. If you do not expect to meet either of those tests by the due date of your return, request an extension to a date after you expect to meet the tests by filing the Form 2350, Application for Extension of Time to File U.S. Income Tax Return.

Out of Country
You are considered out of the country if:
  • You live outside the United States and Puerto Rico and your main place of work is outside the United States and Puerto Rico.
  • You are in military or naval service on duty outside the United States and Puerto Rico. If you qualify as being out of the country, you will still be eligible for the extension even if you are physically present in the United States or Puerto Rico on the regular due date of the return.

For more information on extensions for taxpayers out of the country, see Pub. 54, Tax Guide for U.S. Citizens and Resident Aliens Abroad. For Form 1040-NR or 1040NR-EZ filers, if you cannot file your return by the due date, you should file the Form 4868. You must file the Form 4868 by the regular due date of the return. If you did not receive wages as an employee subject to U.S. income tax withholding, and your return is due June 17th check the box on line 9.

Form 4868

Still Have Questions?

Form 4868 allows the taxpayer to have more time to file their federal income tax return but does NOT provide more time to pay any tax that may be owed.

Form 4868 allows the taxpayer to obtain 6 additional months to file their tax return.

The deadline to file form 4868 is on April 18th this is also the deadline to pay any tax owed.

Form 4868 does not give an extension to pay any owed tax to the IRS.

Form 4868 can not be filed after the deadline has passed.

Anyone who is out of the country during tax season automatically gets 2 months of extension. However, they may file for an extension to obtain 4 additional months to have a total of 6 months.

You can find your AGI in your prior 1040 return.

If your business is a sole proprietorship, you can file form 4868, all other businesses fall under form 7004.

Tax2efile will send an email out to the user with a status update within 24-48 business hours.

Tax liability amount on 4868 refers to the amount estimated on Form 1040, 1040-SR, or 1040-NR, line 24; Form 1040-PR, line 6; or Form 1040-SS, line 6. *If you expect this amount to be zero, enter 0

No, filing an extension form 4868 does not cause a risk of an audit.

An extension form 4868 can be rejected if the user did not file the correct information or if filed past the deadline.

If you have more questions, please refer to our FAQ page.

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