Extension FAQs

Here are a few frequently asked questions about requesting an automatic 6-month extension of the filing deadline.

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Q: What is an extension?

A: The IRS and most states allow taxpayers to request an automatic 6-month extension of the filing deadline. This can be done without penalty before the original April 15 deadline.

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Q: Does this mean I also have another 6 months to pay my taxes?

A: Unfortunately, no. Payment is still due by April 15, and you'll be charged a late payment penalty plus interest by both the IRS and the state if you have a balance due and don't pay by April 15.

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Q: What's involved in an extension?

A: There are two ways to request an extension. One is to submit Form 4868 to request the extension. The other is to pay your balance due by April 15 - The IRS treats this the same as if you had filed the form. I can e-file Form 4868 for you if you'd like. Most states don't require a separate extension request; those states accept the federal extension as valid for the state. I can let you know if your state requires a separate extension request.

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Q: What do I do after the extension is filed?

A: First, pay any balances due to the IRS and the state. Second, make sure you provide me with your tax documents and information by September 1 to make sure your tax returns are prepared and filed by October 15.

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Q: Are there other deadlines I should be aware of?

A: If you want me to calculate an estimated tax payment by April 15, you'll need to submit your tax documents and information to me no later than March 17, 2025, for the 2024 tax year.

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Q: Is there anything else I need to know about an extension?

A: I will resume working on returns for clients who requested an extension starting in mid-July as long as you've submitted your documents by then.