Can anyone tell me the step-by-step instructions for filing an extension? Do I have to fill out everything on TT and then click on "e-file extension"?
This is the first time I am doing an extension so I am not sure how to do it.
Thanks in advance!
No, you do not have to complete the federal tax return before filing for an extension. However, if you have taxes owed on the federal tax return, those taxes have to be paid on or before April 18, 2022 to avoid a failure to pay penalty from the IRS. The taxes owed can be paid with the extension request.
Filing for an extension gives you until October 17, 2022 to file the federal return.
Go to this TurboTax website to e-file an extension request - https://turbotax.intuit.com/irs-tax-extensions/
Form 4868 gives you a six-month extension, for any reason, to file federal income tax returns.
You have until October 17, 2022 to file your taxes instead of the tax deadline (April 18, 2022). This does not give you more time to pay your taxes (if you owe), which are due on April 18. However, filing an extension will help you avoid a late-filing penalty.
Choose your product from the link below for step by step instructions:
Thanks for the reply. I have to file for an extension for Federal, NY and PA. I lived in PA while working for a NY employer so I am getting credits to PA for the taxes I paid to NY. So I calculated everything and filled out every forms needed. Now should I just click on "e-file extension"
Yes, the extensions will be sent when you click e-file extension.
Thanks for all the answers. Really appreciate. When I file for federal extension, will that also file for NY and PA extension or do I have to separately file for an extension for both the states?
@eaglesfan22 wrote:
Thanks for all the answers. Really appreciate. When I file for federal extension, will that also file for NY and PA extension or do I have to separately file for an extension for both the states?
See this TurboTax support FAQ for filing state extensions - https://ttlc.intuit.com/community/extensions/help/do-i-need-to-file-a-state-extension-if-so-how-do-i-do-this/00/25693
I have TurboTax Premier 2021, Windows version and would like to file an extension.
Should I be able to file the extension using the Windows version or does it have to be done online?
Thanks!
Please use this link to begin. https://turbotax.intuit.com/irs-tax-extensions/
What to Do After You've Filed an Income Tax Extension
https://turbotax.intuit.com/tax-tips/tax-extensions/what-to-do-after-youve-filed-an-income-tax-extension/L9jRDNKBN
How do I file an extension for the state of Colorado? I have filed a federal extension request and this site says I can get an automatic Colorado extension but it does not tell me how to request one for Colorado. It just keeps routing me back to the page that says I can get one.
@Tallyhawk wrote:
How do I file an extension for the state of Colorado? I have filed a federal extension request and this site says I can get an automatic Colorado extension but it does not tell me how to request one for Colorado. It just keeps routing me back to the page that says I can get one.
See this TurboTax support FAQ for filing a state extension - https://ttlc.intuit.com/community/extensions/help/do-i-need-to-file-a-state-extension-if-so-how-do-i-do-this/00/25693
Colorado offers an automatic extension @Tallyhawk. There is no form to fill out to notify the Department of Revenue that you are taking the extension, however, there is no extension for tax due.
If you owe Colorado state income tax, 90% of the tax liability must be paid by April 18th to avoid penalties. Any remaining balance due would be subject to interest only. You need to either pay through Revenue Online or submit your payment with the Extension Payment Form (DR 0158-I). Once you have paid at least 90% of your income tax liability by April 18th, you will have until October 15th to file your Colorado Income Tax Return (DR 0104).
If you expect to get a refund this year, but do not make the filing deadline, you can still file your state income tax on or before October 17th.
The extension must be filed by April 18, 2022.
It isn't possible to file a post-deadline extension.
Keep in mind: An extension doesn't give you extra time to pay your taxes — but it will keep you from getting a late filing penalty. (You'll still owe interest if you pay after the deadline).
Note: If you're paying additional taxes owed with direct debit, you'll need to provide your 2020 AGI for verification purposes (if you didn't file a 2020 return, enter 0 as your AGI).
If you don't have your AGI, or your extension gets rejected for the wrong AGI, here are 2 options:
If you filed prior to the deadline, but were rejected, you will likely have until April 22 to mail in your extension.
IRS extensions for tax year 2021 must be filed on or before April 18, 2022 for domestic taxpayers.
It isn't possible to file a post-deadline extension.
Keep in mind: An extension doesn't give you extra time to pay your taxes — but it will keep you from getting a late filing penalty. (You'll still owe interest if you pay after the deadline).
Note: If you're paying additional taxes owed with direct debit, you'll need to provide your 2020 AGI for verification purposes (if you didn't file a 2020 return, enter 0 as your AGI).
If you don't have your AGI, or your extension gets rejected for the wrong AGI, here are 2 options:
If you filed prior to the deadline, but were rejected, you will likely have until April 22 to mail in your extension.
@jesse Davis
Hi, I filed for PA extension through mail. In the extension form, it was asking for the date until which I need the extension. By mistake instead of Oct 15th, I wrote Oct 17th. Is there any way to change date to 15th or will my extension gets rejected?
How do I file an extension for a tax return that has been rejected
I can't be sure, but I doubt your extension will be rejected, since October 15th is a Saturday.
It does not matter if your return was rejected on e-file, you can still extend it.
Please see https://turbotax.intuit.com/irs-tax-extensions/
https://ttlc.intuit.com/community/extensions/help/how-do-i-file-an-irs-extension-form-4868-in-turbotax-online/00/25999
https://ttlc.intuit.com/community/extensions/help/do-i-need-to-file-a-state-extension-if-so-how-do-i-do-this/00/25693
@djburge52
Maya, have you read that BS page you referenced? Its worthless
there is no "file extension" button
why dont you just tell people they have to log out of Turbo Tax and log into another site online and then file an extension. For that matter, why no just have the software tell you how to do it. Why does TT make everything so **bleep** complicated!
look, people at TT need to follow their advice and see what they get
to be clear, you only get 1 of the 5 pages when you click on that
I had to go to IRS site and print it out because TT is too cheap to give me the entire form....
Isn't it ridiculous that for the download/CD TurboTax (Premier version no less) it only allows for a paper extension instead of having a direct link to be able to file electronically? I don't think it has always been this way as I almost always file an extension.