An individual filing extension generally provides additional time to complete the return when properly requested. It does not automatically extend the original payment deadline.

Use available income, withholding, deductions, and prior payment information to estimate the amount due. If the estimate changes when missing documents arrive, review the difference and any related payment requirements.

Keep confirmation of the extension request and all payments. Special relief, disasters, and certain other circumstances can change deadlines, so use the rules that apply to the taxpayer and filing year. A federal extension also should not be assumed to satisfy every state's requirements.

Your next steps

• Request the extension by the applicable deadline.
• Estimate and address tax payments separately.
• Track the extended return deadline and any state requirements.

General education, not individualized tax or legal advice. Illustrations use stated assumptions and do not promise a refund or tax saving.