How to Request a Tax Extension: Step-by-Step Guide to IRS Form 4868

In 2020, the IRS extended the federal income tax deadline from April 15 to July 15 amid COVID-19 disruptions like supply shortages, layoffs, and widespread isolation. Taxpayers nationwide appreciated the extra breathing room during that uncertain time.

Now, with deadlines back to mid-April (April 18 for most states, April 19 in Maine and Massachusetts), needing more time to file doesn't have to cause stress.

Don't panic—requesting an extension is quick and straightforward, approved automatically in most cases.

As an individual taxpayer, file Form 4868 online through the IRS Free File program. It's free regardless of income. Important considerations:

• The IRS Free File extension page offers multiple partner services. Review them—each handles forms slightly differently, so choose what suits you best. All are free.
• Check if your chosen service covers your state extension; otherwise, visit your state tax authority's site.
• An approved extension gives you until October 17 to file your return.
• Estimate and pay any taxes owed by the original deadline to avoid penalties and interest.
• For payments, use Direct Pay, EFTPS, or credit/debit card, and designate it for your extension—no separate form needed.
• Prefer paper? Download the printable PDF Form 4868. It's timely if postmarked by April 18 (April 19 in Maine/Massachusetts).

File confidently and tackle your taxes on your timeline.

Updated January 19, 2022, 3:20 PM ET: This article was originally published on July 14, 2020 and has been updated to change dates and other information for the 2021 tax year.