Your screens will look something like this:
You can click this link federal tax extension to start an extension.
Click here for How to File a Tax Extension: A Step-By-Step Guide.
2 follow-up questions:
I have multiple states (CT, NC, NY, NJ, CA). From what I understand, the federal extension is easy using the method you outlined below. But for state extensions, it looks like I need to handle them one by one, and in some cases, file directly through each state’s website. Is that correct — that TurboTax doesn’t automatically file state extensions when you extend the federal?
I’m expecting refunds from the federal and some states, but I owe taxes in other states. I know I need to pay what I owe by the April deadline, but for the states where I’m getting a refund, I’m assuming I have to wait until I file (likely in October) to receive those refunds — is that right?
1. Yes, individual states have their own rules for filing an extension. See this TurboTax help article for information regarding the different state rules.
2. Yes, you would need to file your state return before you could get your refund.
@AlreadyTaken wrote:
That does not work. No "Jump to Link" offered
For a federal extension
Click on Federal Taxes (Personal using Home & Business)
Click on Other Tax Situations
Under Other Tax Forms
On File an extension, click on the start button
For future reference - You can get an automatic extension from the IRS if you make an extension payment on the IRS website for Direct Pay on or before the due date of the federal tax return - https://directpay.irs.gov/directpay/payment?execution=e1s1