Determine the tax filing deadline for your return
File the correct extension form with the IRS or your state tax agency
Use IRS Form 4868 for an individual federal income tax extension
Submit the extension electronically through tax software, IRS Free File, or a tax professional
Mail the paper extension form if filing by mail
Submit the extension by the original tax filing deadline
Estimate your tax liability as accurately as possible
Pay any taxes owed by the original deadline to avoid penalties and interest
Keep confirmation of your extension submission and payment
Check your state tax rules separately, since state extension requirements may differ
File your completed tax return by the extended deadline