4868
Application for Automatic Extension of Time
OMB No. 1545-0074
Form
To File U.S. Individual Income Tax Return
2015
Department of the Treasury
Information about Form 4868 and its instructions is available at
▶
Internal Revenue Service (99)
There are three ways to request an automatic extension of time to
Pay Electronically
file a U.S. individual income tax return.
1. You can pay all or part of your estimated income tax due and
You do not need to file Form 4868 if you make a payment using our
indicate that the payment is for an extension using Direct Pay,
electronic payment options. Your extension will be automatically
the Electronic Federal Tax Payment System, or using a credit
processed when you pay part or all of your estimated income tax
or debit card. See How To Make a Payment, on page 3.
electronically. You can pay online or by phone (see page 3).
2. You can file Form 4868 electronically by accessing IRS e-file
using your home computer or by using a tax professional who
E-file Using Your Personal Computer
uses e-file.
or Through a Tax Professional
3. You can file a paper Form 4868 and enclose payment of your
estimate of tax due.
Refer to your tax software package or tax preparer for ways to file
electronically. Be sure to have a copy of your 2014 tax return—you
It’s Convenient,
will be asked to provide information from the return for taxpayer
Safe, and Secure
verification. If you wish to make a payment, you can pay by
electronic funds withdrawal or send your check or money order to
IRS e-file is the IRS’s electronic filing program. You can get an
the address shown in the middle column under Where To File a
automatic extension of time to file your tax return by filing Form
Paper Form 4868 (see page 4).
4868 electronically. You will receive an electronic acknowledgment
once you complete the transaction. Keep it with your records. Do
File a Paper Form 4868
not mail in Form 4868 if you file electronically, unless you are
making a payment with a check or money order (see page 3).
If you wish to file on paper instead of electronically, fill in the Form
Complete Form 4868 to use as a worksheet. If you think you may
4868 below and mail it to the address shown on page 4.
owe tax when you file your return, you will need to estimate your
For information on using a private delivery service, see page 4.
total tax liability and subtract how much you have already paid (lines
Note: If you are a fiscal year taxpayer, you must file a paper Form
4, 5, and 6 below).
4868.
Several companies offer free e-filing of Form 4868 through the
Free File program. For more details, go to IRS.gov and click on
freefile.
General Instructions
Purpose of Form
1. Properly estimate your 2015 tax liability using the information
available to you,
Use Form 4868 to apply for 6 more months (4 if “out of the
2. Enter your total tax liability on line 4 of Form 4868, and
country” (defined on page 2) and a U.S. citizen or resident) to file
3. File Form 4868 by the regular due date of your return.
Form 1040, 1040A, 1040EZ, 1040NR, 1040NR-EZ, 1040-PR, or
1040-SS.
Although you are not required to make a payment of the tax
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!
Gift and generation–skipping transfer (GST) tax return (Form
you estimate as due, Form 4868 does not extend the time to
pay taxes. If you do not pay the amount due by the
709). An extension of time to file your 2015 calendar year income
CAUTION
tax return also extends the time to file Form 709 for 2015. However,
regular due date, you will owe interest. You may also be charged
penalties. For more details, see Interest and Late Payment Penalty
it does not extend the time to pay any gift and GST tax you may
on page 2. Any remittance you make with your application for
owe for 2015. To make a payment of gift and GST tax, see Form
extension will be treated as a payment of tax.
8892. If you do not pay the amount due by the regular due date for
Form 709, you will owe interest and may also be charged penalties.
You do not have to explain why you are asking for the extension.
If the donor died during 2015, see the instructions for Forms 709
We will contact you only if your request is denied.
and 8892.
Do not file Form 4868 if you want the IRS to figure your tax or
Qualifying for the Extension
you are under a court order to file your return by the regular due
date.
To get the extra time you must:
DETACH HERE
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4868
Application for Automatic Extension of Time
OMB No. 1545-0074
Form
To File U.S. Individual Income Tax Return
2015
Department of the Treasury
Internal Revenue Service (99)
For calendar year 2015, or other tax year beginning
, 2015, ending
, 20
.
Part I
Identification
Part II
Individual Income Tax
1 Your name(s) (see instructions)
$
4 Estimate of total tax liability for 2015 .
.
5 Total 2015 payments
.
.
.
.
.
.
Address (see instructions)
6 Balance due. Subtract line 5 from line 4
(see instructions)
.
.
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7 Amount you are paying (see instructions) .
.
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ZIP Code
8 Check here if you are “out of the country” and a U.S.
City, town, or post office
State
citizen or resident (see instructions) .
.
.
.
.
.
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9 Check here if you file Form 1040NR or 1040NR-EZ and
2 Your social security number
3 Spouse's social security number
did not receive wages as an employee subject to U.S.
income tax withholding .
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.
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4868
For Privacy Act and Paperwork Reduction Act Notice, see page 4.
Form
(2015)
Cat. No. 13141W