What Is Form 2688
Form 2688, also known as the Application for Additional Extension of Time To File U.S. Individual Income Tax Return, is a request form sent to the IRS. This document serves as a tool for taxpayers who need extra time to file their federal tax returns, beyond the initial extension period.
When to Use IRS Form 2688
There are specific circumstances when a taxpayer might find it necessary to use IRS Form 2688. Below are the situations when this form is applicable:
- The taxpayer has already obtained an initial extension to file their federal tax return and requires additional time.
- Unforeseen events or hardships that make it impossible to satisfy the extended deadline.
- If the taxpayer is out of the country and unable to file their returns by the due date.
It is critical for taxpayers to understand that Form 2688 is not a blanket solution for delay in filing and the IRS will require reasonable justification for the additional extension.
How To Fill Out Form 2688 Instruction
Step 1: Personal Information
Enter your full first name and initial.
If married and filing jointly, enter your spouse's first name and initial.
Include your last name and your spouse's if applicable.
Provide your social security number (SSN) and your spouse's SSN if married filing jointly.
Include your home address: number, street, and apartment, if applicable, along with city, state, and ZIP code.
Step 2: Request Extension
On line 1, specify the tax form you request an extension for.
Write in the calendar year or other tax year ending you are requesting an extension for.
On line 2, provide a detailed explanation of why you need an extension. Be thorough, as this is critical to determine eligibility for the additional extension.
Step 3: Automatic Extension Inquiry
On line 3, indicate if you have filed Form 4868 by checking "Yes" or "No". If "No", provide a full explanation of the undue hardship causing you to apply for an extension without having filed Form 4868.
Step 4: Gift or GST Tax Return
If you expect to file a gift or GST tax return (Form 709 or 709-A), indicate on line 4 by checking the applicable boxes for yourself and/or your spouse.
Step 5: Signature
You must sign and date the form to verify that the information is accurate.
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