Question on filing an extension. What is the difference between forms 2350 and 4868? If I am going to file foreign earned income, why can I not use a simple 4868? Thx

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June 6, 2019
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Best answer by AnthonyC

Form 2350 is only to be used when you need additional time to file your return in order to qualify for the special tax treatment using the bona fide residence test or the physical presence test. Form 4868 is the regular extension form that is used in all other cases.

You only really need to use Form 2350 if you won't be able to qualify using the physical presence test using one of the other extension methods - either automatic 2 month extension for taxpayers outside of the country or using Form 4868.

So, if you already qualify for the exclusion based on one of the testing methods (or if you will within 6 months), then you can just file a regular extension (Form 4868). You don't have to use Form 2350 in this case. If you needed more time than the 6 months, then you would need to use Form 2350.

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AnthonyCAnswer

Level 12

Form 2350 is only to be used when you need additional time to file your return in order to qualify for the special tax treatment using the bona fide residence test or the physical presence test. Form 4868 is the regular extension form that is used in all other cases.

You only really need to use Form 2350 if you won't be able to qualify using the physical presence test using one of the other extension methods - either automatic 2 month extension for taxpayers outside of the country or using Form 4868.

So, if you already qualify for the exclusion based on one of the testing methods (or if you will within 6 months), then you can just file a regular extension (Form 4868). You don't have to use Form 2350 in this case. If you needed more time than the 6 months, then you would need to use Form 2350.

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anar900Author

Level 2

Thanks Anthony. I moved overseas in August of 2016. My understanding is that by filing 4868 I will get an extension to a date past the date I will meet the physical presence test. Quick follow up question. Do I have to request an extension if I know that I don't owe any taxes (will get a refund). Can I just leave everything as is, and file my 2016 taxes when I will meet the 330 days physical presence test? Thank you.