Determine whether you need a federal tax extension or a state tax extension
Gather your tax information and estimate your total tax liability
File IRS Form 4868 by the tax deadline
Submit Form 4868 electronically through tax software, a tax professional, or the IRS Free File system
Mail Form 4868 to the IRS if filing by paper
Pay any estimated taxes owed by the original deadline
Use IRS Direct Pay, EFTPS, debit or credit card, or a check or money order to make payment
Keep confirmation of your extension filing and payment
Check your state’s tax agency rules and file a separate state extension if required
Mark the new filing deadline on your calendar
File your completed tax return by the extended deadline