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Level 3
posted Apr 14, 2023 9:28:58 AM

how to file M-4868 in MA?

I already file the Federal 4868, but I do not know whether I need to file the MA state extension and how?

 

I need to pay $4500 of the state tax for 2022 and already paid the State IRS tax of $5000 for 2022. No tax pay for 2021.  Would you mind helping me with where to put the $4500 and $5000?

 

I am confused that since I already paid the 2022 tax, need I to fill out the extension M-4868? If I need, How?

 

 

 

1 Total tax you expect to owe for 2021 . . . .

2 Massachusetts income tax withheld . . . .

3 2020 overpayment applied to your 2021 estimated tax (). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 

4 2021 Massachusetts estimated tax payments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

5 Credits . . . . . . . . . 

6 Total. Add lines 2 through 5. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 

7 Amount due. Subtract line 6 from line 1; not less than “0”. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 

 

The full amount of tax due reported on line 7 must be paid by or before the original return due date. If there is no tax due on line 7; no further action is needed for the extension. If there is a tax due on line 7, pay online at mass.gov/masstaxconnect or use the voucher below. If at least 80% of the tax due for the taxable year is not paid by the original return due date, the extension is considered null and void, and penalties and interest for a late return and any late payments will be assessed from the original due date of the return.

 

 
 

 

 

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1 Replies
Expert Alumni
Apr 14, 2023 12:24:54 PM

Massachusetts automatically gives you an extension to October 16, 2023 if you don't owe or you pay 80% of your tax due by April 18, 2023. However, if you owe, make sure to print and mail Form M-4868 with your payment by April 18, 2023 to avoid penalties.
 

Or you may e-file your return and pay any taxes owed from TurboTax Easy Extension, or pay directly online at MassTaxConnect.  If you make a direct payment, be sure to select that it is for a tax return and not an estimated tax payment for 2023.