How to get an extension

Step-by-Step Guide to File a Tax Extension
1. Determine Your Eligibility
Almost everyone can request a tax extension, but it's always wise to verify your eligibility. The IRS typically grants extensions without requiring taxpayers to provide a reason.

2. Gather Necessary Information
Before filling out any forms, gather all necessary information. This includes your estimated tax liability, personal identification details, and any payments you've made throughout the year.

3. Choose the Correct Form
Individual taxpayers can rely on IRS Form 4868 as their primary option. Businesses and other entities may need different forms, so ensure you're using the correct one for your circumstances.

4. Fill Out the Form Accurately
Accuracy is paramount. Ensure you complete every required section of the form, paying close attention to details like your Social Security number and estimated tax liability.

5. Decide How to Submit
You have multiple options:

Mail: Send your form to the address provided in the form's instructions. There are multiple addresses to mail your extension based on your state/region, and determining the correct one can be confusing. We’ll happily mail the form for you and make sure it’s filled out properly.
E-file: Use approved tax software or work with a local Liberty Tax professional to e-file.
IRS Free File: If eligible, utilize the IRS Free File system online.
6. Confirm Receipt
If you've mailed your form, consider using certified mail to confirm its receipt. For e-filers, you'll usually receive an electronic acknowledgment.

7. Mark Your New Deadline
The standard extension grants an additional six months, making the new deadline typically October 15th. Ensure you mark this on your calendar to avoid any last-minute rushes.

8. Arrange Payment if Owed
Remember, an extension to file is not an extension to pay. If you owe taxes, it's crucial to arrange payment or set up a payment plan to avoid penalties.