Extension

Direct answer: To file a tax extension in the United States, submit Form 4868 (for individuals) or the appropriate state extension form by the original filing deadline—typically April 15 for federal returns. You can file electronically through the IRS Free File, a tax‑software provider, or mail a paper form. The extension grants an automatic six‑month filing window, moving the deadline to October 15, but any tax owed must still be paid by the original due date to avoid interest and penalties.

TL;DR

• File Form 4868 by April 15 (or state deadline).
• Use IRS Free File, TurboTax, or mail the form.
• Extension moves filing date to October 15.
• Pay estimated tax by April 15 to avoid interest.
• State extensions often mirror the federal process.

Table of Contents

1. Understanding a Tax Extension
2. Who Can Request an Extension?
3. How to File a Federal Extension
4. State‑Specific Extension Rules
5. Deadlines, Payments, and Penalties
6. Worked Example
7. Electronic vs. Paper Filing: Comparison
8. FAQ

Understanding a Tax Extension

An extension of time to file is not an extension of time to pay. The IRS automatically grants a six‑month filing extension when you submit Form 4868 by the original due date. This moves the filing deadline from April 15 to October 15 (2026). The extension applies only to the filing date; any tax liability remains due on the original deadline.

Who Can Request an Extension?

Most individual taxpayers, including U.S. citizens, resident aliens, and certain non‑resident aliens, may file for an extension. Business entities use different forms (e.g., Form 7004). You do **not