if i have a refund, do I still need to file for an extension?

[LP1968]

My 2019 tax return will have a sizable refund in both federal and CA state. However, i learned today that I can file my return until i get a corrected 1099 from Fidelity in 2-3 weeks... 

I was told that nothing needs to be done now since no money due. I just submit my return when I have the missing doc... is this correct or do I still need to file for an extension by 7/15? 

Is the rule for this the same for Federal and CA state returns? or i need to plan one differently? 

Thanks

[AnnetteB6 · Accepted solution]

If you will not be able to file your return by July 15, then you need to file an extension for your Federal return even if you are expecting a refund.  The extension gives you more time to file the return in order to avoid a failure to file penalty.  California will grant an automatic extension to file if you expect a refund.

@LP1968