How to Qualify for 4868 Extension and What are the Requirements?

The Form 4868 is required when individuals, sole proprietors, single member LLCs, and independent contractors need more time to present their exact returns as on the deadline of April 15th (April 17th if you live in Maine or Massachusetts) of the annual tax year.

If, on the regular due date of your return, you are out of the country and a U.S. citizen or resident, you are allowed 2 extra months to file your return and pay any amount due without requesting an extension. Interest will still be charged, however, on payments made after the regular due date, without regard to the extension. For a calendar year return, this is June 15th. File this form and be sure to check the box on line 8 if you need an additional 4 months to file your return. If you are out of the country and a U.S. citizen or resident, you may qualify for special tax treatment if you meet the bona fide residence or physical presence tests. If you do not expect to meet either of those tests by the due date of your return, request an extension to a date after you expect to meet the tests by filing Form 2350 Application for Extension of Time to File U.S. Income Tax Return. to File U.S. Income Tax Return. Application for Extension of Time to File U.S. Income Tax Return.

You are considered out of the country if:

  • • You live outside the United States and Puerto Rico and your main place of work is outside the United States and Puerto Rico, or
  • • You are in military or naval service on duty outside the United States and Puerto Rico. If you qualify as being out of the country, you will still be eligible for the extension even if you are physically present in the United States or Puerto Rico on the regular due date of the return.

For more information on extensions for taxpayers out of the country, see Pub. 54, Tax Guide for U.S. Citizens and Resident Aliens Abroad. Form 1040NR or 1040NR-EZ filers, if you cannot file your return by the due date, you should file Form 4868. You must file Form 4868 by the regular due date of the return. If you did not receive wages as an employee subject to U.S. income tax withholding, and your return is due June 17th check the box on line 9.

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