If you and your spouse think you might file separate tax returns, and you
both want extension requests for extra time to file, then you have
couple of options.
First, you can simply file a joint extension request
via Form 4868 (using the names and social security numbers of both
spouses), and then later file separate tax returns. That's perfectly okay with the IRS.
Second, you
can each file Form 4868 using the web-based electronic "Easy Extension"
option available through TurboTax (or another software vendor). Please
note, however, that you would need to create a second, separate, online
account for each spouse, in order to accomplish this. In other words,
you both won't be able to file extensions, electronically, using the
same online account and user ID -- you'll need to treat each other as
separate and distinct taxpayers.
Third, you can request an extension the old-fashioned way, on paper. Do to so, simply download Form 4868 here:
https://www.irs.gov/pub/irs-pdf/f4868.pdf
Then fill out the bottom of Page 1 (only), using a pen or pencil,
and place in a stamped envelope. You can mail Form 4868 to the
relevant address (which is based on your home state) found among the
list of IRS locations on Page 4. Understand as well that Form 4868 does
not necessarily have to be received by the IRS before the regular
income tax filing deadline. The extension request will still be
considered to have been filed timely, as long as it is "postmarked" (i.e.,
in the mail system) by the deadline itself. The IRS can receive the
actual Form 4868 document several days later, and this won't cause any
problems.
Thank you for asking this important question.
