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INSTRUCTIONS FOR OBTAINING A SIX-MONTH EXTENSION OF THE DEADLINE TO FILE A TAX RETURN

What Forms Do I Need?

Form 4868 is for obtaining an extension for filing your Federal income tax forms. Form IT-370 is for obtaining an extension for filing your New York State income tax forms. The federal form 4868 may be downloaded from:
http://www.irs.ustreas.gov/pub/irs-pdf/f4868.pdf

The extension form for New York State tax is done on line, at this link:
http://www.tax.ny.gov/pit/file/ext.htm

Who Should Use These Forms?

If you will not be able to file your tax returns by the April 15, 2014 deadline (either because you weren't able to complete all the paperwork OR because you are lacking important required forms, such as form W-2 or 1042-S) then you must file form 4868, and, if necessary, IT-370 on or before April 15.

Forms 4868 and IT-370 provide an automatic six month extension. However, form 4868 and IT-370 do not allow for an extension of taxes owed. If you owe tax to the U.S. government or the State of New York, you must enclose payment (or an estimated payment) with the appropriate form.

Filing Instructions:

For Form 4868, Complete all items in Part I. In Part II, line 4, enter the amount from form 1040NR EZ line 17 or form 1040NR line 60. In Part II, line 5, enter the amount from form 1040NR EZ line 21 or form 1040NR line 69 (excluding line 64). In Part II, line 6, subtract line 5 from line 4. If line 5 is more than line 4, enter "0". Line 7 should indicate the amount of tax payment you are enclosing with this form (if any).

For Form IT-370, follow the NYS on-line instructions at: http://www.tax.ny.gov/pit/file/ext.htm

Make a copy of form 4868 BEFORE you mail it in, and send form 4868 with your payment to: 
Internal Revenue Service Center P.O. Box 1302, Charlotte, NC 28201-1302 if you are enclosing a payment for taxes due OR to Internal Revenue Service Center, Austin, TX 73301-0045 if you are not enclosing a payment.

Do not attempt to file the 4868 electronically... file it as a paper form.
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Last Updated: 2/14/14