Form 4868 - Tax Extension Form (2020)

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What Is Tax Extension 2020 Form 4868

This Form 4868 is officially titled the "Application for Automatic Extension of Time To File U.S. Individual Income Tax Return,". Specifically, for 2020, the Tax Extension Form 4868 allowed individuals to request six months to file their tax returns. This gave taxpayers until October 15, 2021, rather than the typical April 15 deadline, to file their 2020 tax returns.

When to Use Tax Extension 2020 Form 4868

Situations might arise where the additional time granted by IRS Tax Extension 2020 Form 4868 is necessary:

  • You have a complicated tax situation that requires additional time for gathering documentation or advice.
  • Personal events such as illness, family emergencies, or natural disasters impede the ability to file on time.
  • You are waiting for essential tax documents that have not arrived by the April deadline.
  • U.S. citizens traveling or living abroad may need extra time to comply with tax laws.
  • More time can help ensure the accuracy and completeness of your tax return, reducing potential mistakes made in haste.

Additional time might be crucial for making strategic financial decisions that impact your tax liability.

How To Fill Out IRS Tax Extension 2020 Form 4868

Filing for an extension with Form 4868 for your 2020 taxes involves several straightforward steps:

  • If filing jointly, start by providing your name, address, and spouse’s name.
  • Enter your Social Security Number (SSN) and that of your spouse if applicable.
  • Calculate your estimated total tax liability for 2020 and enter this amount on the form.
  • Include your payments for the 2020 tax year, such as withholding or estimated tax payments.
  • If you owe, subtract the total payments from your estimated tax liability and include the amount you're paying with the extension.
  • If you are due a refund, provide your bank information and say you want it directly deposited.
  • Lastly, sign and date the form. If you’re filing jointly, your spouse must also sign.

Where To File IRS Tax Extension 2020 Form 4868

When it comes time to file the Tax Extension 2020 Form 4868, you have several options at your disposal:

  • You can e-file Form 4868 through IRS-approved electronic filing options, including tax software programs and online tax professionals.
  • If you prefer the traditional route, you can mail a paper form to the IRS. The specific mailing address depends on your residence and whether you are including a payment with your form. The IRS provides a list of addresses in the instructions for Form 4868.

Form Versions

2021 Fillable Form 4868 for 2021 tax year Fill Out Form
2019 Fillable Form 4868 for 2019 tax year Fill Out Form
2018 Fillable Form 4868 for 2018 tax year Fill Out Form
Fillable online Form 4868 - Tax Extension Form (2020)
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