U.S. Department of the Treasury Internal Revenue Service. "Form 1040 U.S. Individual Income Tax Return." Internal Revenue Service > Forms and Publications.
- Available via IRS @ https://www.irs.gov/pub/irs-pdf/f1040.pdf
U.S. Department of the Treasury Internal Revenue Service. "Form 1040-NR U.S. Nonresident Alien Income Tax Return." Internal Revenue Service > Forms and Publications.
- Available via IRS @ https://www.irs.gov/pub/irs-pdf/f1040nr.pdf
U.S. Department of the Treasury Internal Revenue Service. "Form 1040-PR Declaración de Impuestos Federal sobre el Trabajo por Cuenta Propria (Incluyendo el Crédito Tributario Adicional por Hijos para Residentes Bona Fide de Puerto Rico." Internal Revenue Service > Forms and Publications.
- Available via IRS @ https://www.irs.gov/pub/irs-pdf/f1040pr.pdf
U.S. Department of the Treasury Internal Revenue Service. "Form 1040-SR U.S. Tax Return for Seniors." Internal Revenue Service > Forms and Publications.
- Available via IRS @ https://www.irs.gov/pub/irs-pdf/f1040s.pdf
U.S. Department of the Treasury Internal Revenue Service. "Form 2555 Foreign Earned Income." Internal Revenue Service > Forms and Publications.
- Available via IRS @ https://www.irs.gov/pub/irs-pdf/f2555.pdf
U.S. Department of the Treasury Internal Revenue Service. "Form 4563 Exclusion of Income for Bona Fide Residents of American Samoa." Internal Revenue Service > Forms and Publications.
- Available via IRS @ https://www.irs.gov/pub/irs-pdf/f4563.pdf
U.S. Department of the Treasury Internal Revenue Service. "Form 4868 Application for Automatic Extension of Time To File U.S. Individual Income Tax Return." Internal Revenue Service > Forms and Publications.
- Available via IRS @ https://www.irs.gov/pub/irs-pdf/f4868.pdf
U.S. Department of the Treasury Internal Revenue Service. Tax Guide 2022 for Individuals: Your Federal Income Tax for Individuals for Use in Preparing 2022 Returns. Publication 17. Catalog Number 10311G. Washington DC: U.S. Government Printing Office (GPO), March 27, 2023.
- Available via IRS @ https://www.irs.gov/pub/irs-pdf/p17.pdf
U.S. Department of the Treasury Internal Revenue Service. Tax Guide for Individuals With Income From U.S. Possessions for Use in Preparing 2022 Returns. Publication 570. Catalog Number 15118B. Washington DC: U.S. Government Printing Office (GPO), Feb. 8. 2023.
- Available via IRS @ https://www.irs.gov/pub/irs-pdf/p570.pdf
U.S. Department of the Treasury Internal Revenue Service. Tax Year 2022 1040 (and 1040-SR) Instructions. Washington DC: U.S. Government Publishing Office (GPO), Dec. 23, 2022.
- Available via IRS @ https://www.irs.gov/pub/irs-pdf/i1040.pdf
All those who are filing 2022 Form 4868 to extend the filing deadline for 2022 forms 1040 and 1040SR: Please remember that the paper formatted-Form 4868 must be postmarked by midnight, Tuesday, April 18, 2023.
DerdriuMarrinerOct 9, 2023
katiem2Oct 7, 2023
DerdriuMarrinerMay 10, 2023
Form 1040-X Amended U.S. Individual Income Tax Return may be filed in paper or electronic format.
Form 1040-X is available here: https://www.irs.gov/pub/irs-pdf/f1040x.pdf
DerdriuMarrinerMay 9, 2023
Do not submit another form 1040 or 1040SR.
You need to file Form 1040-X to make corrections to an already-filed 1040 or 1040SR.
Form 1040-X is titled Amended U.S. Individual Income Tax Return.
DerdriuMarrinerMay 9, 2023
Remember: Do not attach a copy of Form 4868 when you file your 1040 or 1040SR tax returns.
As stated on page 2 of Form 4868:
"Filing Your Tax Return
You can file your tax return any time before the extension expires. Don’t attach a copy of Form 4868 to your return."
DerdriuMarrinerMay 1, 2023
Form 4868 generally extends the due date to Oct. 18, 2023, for calendar year 2022 tax returns.
Form 4868 instructions state: "You can file your tax return any time before the extension expires. Don’t attach a copy of Form 4868 to your return."
DerdriuMarrinerApr 21, 2023
Remember that the extension via Form 4868 only extends the date for filing a completed return. The extension is available for taxpayers expecting to owe tax as well as taxpayers expecting a refund.
Form 4868 does not extend the annual April due date -- which is April 18 in 2023 -- for payment of taxes owed for 2022 income.
DerdriuMarrinerApr 17, 2023
Yes, you are correct: even if taxpayers expect a refund, they still have to request an extension if they are not ready to file their tax returns by midnight, April 18, 2023.
Taxpayers who estimate that they will owe tax and taxpayers who estimate that they will receive a refund file the same form, 4868. The mailing addresses, however, differ for 4868 forms without payment enclosed or with payment enclosed.
Is there a similar situation in India, where taxpayers can request extensions on due dates for filing their returns?
WriterArtistApr 17, 2023
DerdriuMarrinerApr 17, 2023
1. You may mail a paper formatted-Form 4868.
2. You may indicate your interest in the extension by filing the form electronically.
3. You may make an electronic payment accompanied with a statement indicating an extension is requested. Filing Form 4868 is not required with this option.