Gather your tax documents and your latest estimate of tax owed.
Confirm you’re eligible to file an extension (generally if you can’t file by the deadline but can pay what you owe).
Choose the extension method:
File Form 4868 (individuals) for U.S. federal income tax extensions.
Use IRS e-file for Form 4868 (if available).
Use a tax professional or authorized tax software to submit the extension electronically.
Submit the extension by the original filing deadline (typically April 15; varies by year).
Pay any estimated tax you owe by the deadline (even if you file an extension).
For state taxes, check your state’s extension rules and file separately if required.
Keep proof of submission (confirmation number, e-file receipt, or mailing proof).
File your return by the extension deadline (typically October 15) and pay any remaining balance due.