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What Are Tax Extensions?

Written by a TurboTax Expert • Reviewed by a TurboTax CPAUpdated for Tax Year 2024 • October 28, 2024 9:41 AM
OVERVIEW

The IRS allows individuals, businesses and estates to file a tax return after the deadline by obtaining an extension.

When a significant natural disaster hits – such as a hurricane, earthquake, tornado, flood, wildfire, blizzard, or the like – the IRS will extend upcoming federal tax deadlines for affected taxpayers if a federal disaster is declared. The extended due dates apply to most federal tax returns and payments, including those for income taxes (including estimated tax payments), payroll taxes, and excise taxes. If you’re impacted by a natural disaster, check our IRS Disaster Relief page to see if you qualify for an automatic tax filing or payment extension.

Key Takeaways

  • Tax extensions allow individuals, businesses, and estates to file a tax return after the deadline without incurring a late-filing penalty as long as it is filed by the extension deadline.
  • Extensions for personal tax returns can be obtained by filing Form 4868 by the April 15 deadline, but failing to pay the tax bill by the original deadline can result in penalties and interest.
  • Expatriates can typically qualify for a two-month extension if their main place of business is outside the US.
  • Executors of estates can file Form 4768 to receive an extension of time to file the estate tax return and can apply for an additional extension totaling up to 12 months if the executor is out of the country.

Tax extensions

The IRS typically allows individuals, businesses and estates to file a tax return after the deadline by obtaining an extension. Successfully filing for an extension means no late-filing penalty will be assessed unless the return is not filed by the extension deadline.

However, this does not extend the deadline to pay taxes. If you fail to pay your tax bill by the original deadline, you may be subject to penalties and interest.

Filing an extension on a personal tax return

If you need more time to file your personal income tax return, you can complete Form 4868 for additional time to file. This basic form simply identifies you and allows you to make an estimated tax payment. You can generally recover interest on any amount you overpay, but you will be liable for interest and possibly penalties on any amount you underpay.

To obtain the extension, you must file Form 4868 by the tax return deadline, April 15, 2025.

TurboTax Easy Extension allows you to file your extension online and can help you estimate how much you owe in taxes.

TurboTax Tip:

Partnerships and corporations can obtain automatic six-month extensions for filing income tax returns, while sole proprietors can use Form 4868 to request an extension of time to file their business taxes with their personal tax returns.

Extensions for U.S. expatriates

U.S. taxpayers can obtain a two-month extension when they are outside the U.S. on the tax filing deadline. To qualify, your main place of business must normally be outside the U.S., or you must be on active duty in the military.

For this extension, simply file your return no more than two months after the original due date and attach a statement explaining why you qualify for the two-month extension. Unlike the six-month extension available to taxpayers living within the U.S., this two-month extension allows you avoid late-payment penalties during the two months. However, you will still incur interest charges on the amount of tax you fail to pay by the filing deadline.

Estate tax return extension

The estate tax return is ordinarily due within nine months of the decedent's death. The executor of the estate can file Form 4768 to receive an extension of time to file the estate tax return on Form 706.

An executor who is out of the country can file for an additional extension for a total of 12 months. However, this second extension is not automatic, and the application must be filed with the IRS prior to the termination of the first extension so that it has sufficient time to evaluate the application.

Business tax return extensions

Typically, a partnership can obtain an automatic six-month extension of time for filing its income tax return on Form 1065, and a corporation that files an income tax return on Form 1120 can obtain an extension provided a Form 7004 is filed with the IRS by the original filing deadline. However, if you are a sole proprietor who prepares a Schedule C to report taxable business earnings, you can obtain an extension of time using Form 4868.

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The above article is intended to provide generalized financial information designed to educate a broad segment of the public; it does not give personalized tax, investment, legal, or other business and professional advice. Before taking any action, you should always seek the assistance of a professional who knows your particular situation for advice on taxes, your investments, the law, or any other business and professional matters that affect you and/or your business.

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Examples of situations included in a simple Form 1040 return (assuming no added tax complexity):

  • W-2 income
  • Interest, dividends or original issue discounts (1099-INT/1099-DIV/1099-OID) that don’t require filing a Schedule B
  • IRS standard deduction
  • Earned Income Tax Credit (EITC)
  • Child Tax Credit (CTC)
  • Student loan interest deduction
  • Taxable qualified retirement plan distributions

Examples of situations not included in a simple Form 1040 return:

  • Itemized deductions claimed on Schedule A, like charitable contributions, medical expenses, mortgage interest and state and local tax deductions
  • Unemployment income reported on a 1099-G
  • Business or 1099-NEC income (often reported by those who are self-employed, gig workers or freelancers)
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  • Income from rental property or property sales
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  • Satisfaction Guarantee/ 60-Day Money Back Guarantee: If you're not completely satisfied with TurboTax Desktop software, go to refundrequest.intuit.com within 60 days of purchase and follow the process listed to submit a refund request. You must return this product using your license code or order number and dated receipt. Desktop add-on products and services purchased are non-refundable.

TurboTax Desktop Business Returns:

  • 100% Accurate Calculations Guarantee - Business Returns: If you pay an IRS or state penalty or interest because of a TurboTax calculation error, we'll pay you the penalty and interest. Excludes payment plans. You are responsible for paying any additional tax liability you may owe. Additional terms and limitations apply. See License Agreement  for details.

  • Maximum Tax Savings Guarantee - Business Returns: If you get a smaller tax due (or larger business tax refund) from another tax preparation method using the same data, TurboTax will refund the applicable TurboTax Business Desktop license purchase price you paid. Additional terms and limitations apply. See License Agreement  for details.

  • Satisfaction Guarantee/ 60-Day Money Back Guarantee: If you're not completely satisfied with TurboTax Desktop software, go to refundrequest.intuit.com within 60 days of purchase and follow the process listed to submit a refund request. You must return this product using your license code or order number and dated receipt. Desktop add-on products and services purchased are non-refundable.

TURBOTAX DESKTOP DISCLAIMERS

  • Installation Requirements: Product download, installation and activation requires an Intuit Account and internet connection. Product limited to one account per license code. You must accept the TurboTax License Agreement to use this product. Not for use by paid preparers.

  • TurboTax Desktop Products: Price includes tax preparation and printing of federal tax returns and free federal e-file of up to 5 federal tax returns. Additional fees apply for e-filing state returns. E-file fees may not apply in certain states, check here for details. Savings and price comparison based on anticipated price increase. Software updates and optional online features require internet connection. Desktop add-on products and services purchased are non-refundable.

  • Fastest Refund Possible: Get your tax refund from the IRS as fast as possible by e-filing and choosing to receive your refund by direct deposit. Tax refund time frames will vary. The IRS issues more than 9 out of 10 refunds in less than 21 days.

  • Average Refund Amount: $3,207 is the average refund amount American taxpayers received in the 2024 filing season based upon IRS data as of February 16, 2024 and may not reflect actual refund amount received.

  • TurboTax Technical Support: Customer service and technical support hours and options vary by time of year.

  • Deduct From Your Federal Refund: Individual taxes only. Subject to eligibility requirements. Additional terms apply. A $40 Refund Processing Service fee applies to this payment. method. Prices are subject to change without notice.

  • Data Import: Imports financial data from participating companies; Requires Intuit Account. Quicken and QuickBooks import not available with TurboTax installed on a Mac. Imports from Quicken (2022 and higher) and QuickBooks Desktop (2023 and higher); both Windows only. Quicken import not available for TurboTax Desktop Business. Quicken products provided by Quicken Inc., Quicken import subject to change.

  • Live Tax Advice: Access to tax experts to obtain answers to tax questions and to assist with tax year 2024 return(s) prepared with TurboTax Desktop software. Additional fees apply. Must be purchased and used by October 31, 2025. Excludes TurboTax Desktop Business. See License Agreement for details.

  • Audit Defense: Audit Defense is a third-party add-on service provided, for a fee, by TaxResources, Inc., dba Tax Audit. See Membership Agreements at https://turbotax.intuit.com/corp/softwarelicense/ for service terms and conditions.

All features, services, support, prices, offers, terms and conditions are subject to change without notice.

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