Tax Extensions
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Support Center

This Support Center is designed to answer many of your Frequently Asked Questions regarding our Tax Extension services. All support services for online extensions (including co-branded affiliates) are provided directly by Taxextension.com, the IRS approved e-filer of your tax extension.

What is the Status of My Extension

Short answer:
Check Status Online

Detailed answer: If you e-filed a tax extension using our service, you will receive status updates via e-mail. If these e-mails were lost or misplaced (or not received), you can check the status of your extension online.

If you mailed in your tax extension, IRS will contact you if your extension is rejected. They will not contact you if it is accepted and you will not receive a tracking number (known as an IRS DCN). The IRS DCN is one benefit of e-filing your extension.

Who Must File an Extension

According to instructions for Form 1040, Form 4868, Publication 17, and IRS Tele-Tax Topic 304, IRS is consistent on the requirement to file a tax extension:
"If you cannot file your tax return by the due date, you must request an extension. This is an extension of time to file, not an extension of time to pay. If you do not file your return by the due date (including extension), you may have to pay a Late Filing penalty."

Reasons to file Form 4868.

  1. Filing an extension avoids the 5% per month Late Filing penalty.
  2. The Late Payment penalty will not apply during the six months of the 4868 extension period if the unpaid tax is less than ten percent of the total tax liability.
  3. Filing an extension online provides you with positive confirmation that your extension was accepted by IRS. You will receive a tracking number known as the IRS DCN that proves you filed.

Due Dates, Interest and Penalties

Due Date for Form 1040, 1040A, and 1040 EZ
Your Individual U.S. Income Tax Return is due by April 15.

Due Date for Tax Extension (Form 4868)
Tax extensions are due on April 15 as well. If you attempted to e-file a tax extension on or before April 15 and were rejected by IRS, a grace-period is granted until April 20 in order to correct mistakes.

In addition, IRS will routinely (but is not required to) accept e-filed extensions until April 20 for taxpayers who did not file by April 15.

Due Dates for Taxpayers Living Abroad
If you are a U.S. Citizen or resident and are out of the country on your tax return due date, you have an additional two months to file. You can use Form 4868 through June 15 to obtain an additional four months to file. In this case, you should mark the "out of the country" box near the bottom of your Form 4868 and mail it in (e-filing of Form 4868 after April 20 is not supported by IRS).

If file your Form 4868 by April 15, you will be granted an extension until October 15 without regard to your qualification as "out of the country".

Interest
Filing a tax extension gives you more time to prepare your income tax return, eliminates the 5% per-month Late Filing penalty, and in most cases, the Late Payment penalty (see below) does not apply during the period of your extension. An extension does not eliminate interest on any outstanding tax balance you may owe. The latest IRS interest rate, as of January 1, 2006 is 7% per year.

Example:

Marge Simpson owes the IRS $2,000 for the tax year 2007 and files a tax extension on April 15. She subsequently files her tax return and pays her balance due on October 15. Her interest will be approximately $70.

Penalties
Two penalties exist relating to non-timely filed returns. They are:

  1. The Late Filing penalty: This is a 5% per month penalty on the outstanding tax you owed on April 15. Filing a tax extension eliminates this penalty until October 15. The maximum penalty is 25% or the equivalent of 5 months.
  2. The Late Payment penalty: This is a 1/2% per month penalty on the outstanding tax you owed on April 15. The maximum penalty is 25%. This penalty does not apply during the six month period of your extension if the unpaid tax is less than 10% of your total tax liability.
Examples:
#1: Ned Flanders's owes the IRS $5,000 for the tax year 2007 and does not file a tax extension. He subsequently files his tax return and pays his balance due on October 15. His Late Filing Penalty is $5,000 x 5% x 6 months = $1,500. Since Ned's total tax liability for the year is the same as the amount he owed, his Late Payment penalty is $5,000 x 1/2% x 6 months = $150. He is also subject to interest of $175 (see Interest above) for total interest and penalties of $1,825.

#2: Ned Flanders's owes the IRS $400 on a total 2007 tax liability of $5,000 (he paid in $4,600 via W2 withholdings). Ned files a tax extension and subsequently files his tax return and pays his balance due on October 15. His Late Filing Penalty is $0 because he extended his filing deadline with a tax extension. His Late Payment Penalty is $0 because the amount he owed on April 15 was less than 10% of his total tax liability for tax year 2007. Ned will still owe interest of $14.

Login Issues

Forgotten Password If you have lost or forgotten your password, you can have it e-mailed to you.
If your e-mail account has changed, you should contact Customer Service (see below).

Primary SSN Wrong If you created your extension with an incorrect Primary SSN, you can use the "Change Primary SSN" tool at the top left corner of the application home page. However, either spouse can be the Primary SSN on the extension so long as the last 4 letters of the primary last name matches data in the IRS master file. It is not necessary for the Primary SSN to be that of the husband for a married couple.

Update e-mail address To update your e-mail address, login to your extension by clicking the "Edit Extension" link at the top left corner of the application home page. You may also update your e-mail address from the "Review" screen by selecting "Make Corrections" for "Personal and Spouse Information".

Data Entry Issues

If you made a mistake when filling out your online tax extension and your extension has already been transmitted to IRS, you must wait until your extension is rejected by IRS before making modifications. For extensions filed on April 15, 2008, IRS acknowledgements are expected April 16, 2008 about 4:00 pm EDT.

If your extension has not yet been transmitted, you may unrequest e-file by selecting Step 5 and clicking the "Unrequest e-file" button.

You should not be overly concerned if the current year AGI and tax information that you supplied as estimates for the current year are incorrect. The IRS understands that these are just estimates.

The primary purpose of the form 4868 request for extension is to notify the IRS that you will be filing a tax return, but just do not have all of the information available yet.

Taxpayers "out of the country"

If, on the regular due date of your return, you are "out of the country" and a U.S. citizen or resident, you are allowed 2 extra months to file your return and pay any amount due without requesting an extension. For a calendar year return, this is June 15, 2008. File Form 4868 and be sure to check the box on line 8 if you need an additional 4 months to file your return.
    "Out of the country" means either:
  1. You live outside the United States and Puerto Rico and your main place of work is outside the United States and Puerto Rico, or
  2. You are in military or naval service outside the United States and Puerto Rico. If you qualify as being "out of the country", you will still be eligible for the extension even if you are physically present in the United States or Puerto Rico on the regular due date of the return.
If you are "out of the country" and are a U.S. citizen or resident, you may qualify for special tax treatment if you meet the foreign residence or presence tests. If you do not expect to meet either of those tests by the due date of your return, request an extension to a date after you expect to qualify using Form 2350, Application for Extension of Time To File U.S. Income Tax Return. See Pub. 54, Tax Guide for U.S. Citizens and Resident Aliens Abroad.

Form 1040NR or 1040NR-EZ filers

If you cannot file your return by the due date, you should file Form 4868. You must file Form 4868 by the regular due date of the return. If you did not receive wages as an employee subject to U.S. income tax withholding, and your return is due June 15, 2008, check the box on line 9.

IRS Mailing Addresses

If you choose to mail your extension to IRS instead of e-filing,
mailing addresses are available here.

IRS Reject Error Codes and Descriptions

What to do if your extension is rejected on or after April 20, 2008 - The grace period for correcting IRS rejected tax extensions ended April 20, 2008. If your extension is still in rejected status on or after April 20, 2008, we recommend that you print your completed form and mail it to the IRS. If you wish to pay a balance due, write Form 4868 on your check along with your Social Security Number and mail with your extension. You can print your extension at Step 6 and mailing addresses for each state are on page 4.

Error Reject Code 007 - Street Address must not contain characters other than letters (A-Z), numerals (0-9), spaces, hyphen (-) or slash (/). Nor can Street Address begin with a space or have 2 or more spaces together anywhere.

Solution: Ensure that the street address meets the criteria above.

Error reject code 010 - An entry that you made contained an extraneous character that was not allowed by the e-filing system for the kind of data being entered, such as a comma in a numeric field ("5,000").

Solution: Note the "Sequence Description" on the "Status" page and re-enter this entry with only alpha letters (A-Z), numerals (0-9) and spaces (for dollar amounts, numerals only).

Error reject code 020 - Neither Primary Taxpayer's First or Last Name nor Spouse's First or Last Name can have characters other than alpha letters (A-Z), spaces, or hyphen (-). Nor can they begin with a space or have 2 or more spaces together anywhere.

Solution: Ensure that both the Primary Taxpayer and Spouse names meet the above conditions.

Error reject code 315 - Primary Taxpayer's SSN and Primary Taxpayer's Last Name must match data from the IRS Master File.

Solution: Verify that the SSN and name provided for the Primary Taxpayer matches the SSN and name shown on that person's most recent Social Security card. If the information matches, please contact the Social Security Administration at 1-800-772-1213 to get the Last Name that is currently on file for the Primary Taxpayer; you may also need to contact IRS at 1-800-829-1040.

Error reject code 316 - Spouse's SSN and Spouse's Last Name must match data from the IRS Master File.

Solution: Verify that the SSN and name provided for the Spouse matches the SSN name shown on that person's most recent Social Security card.

Also, if your spouse does not have an SSN or is waiting on an ITIN, you should omit your spouse's information from your tax extension.

If all else fails, please contact the Social Security Administration at 1-800-772-1213 to get the Last Name that is currently on file for the spouse; you may also want to contact IRS at 1-800-829-1040.

Error reject code 679 - When a Self-Select PIN is present, Primary Prior Year Adjusted Gross Income (SEQ 020) does not match Primary Prior Year Adjusted Gross Income on the IRS Master File.

Solution: Enter AGI from your 2006 tax return as follows:

  • Form 1040 - Line 37
  • Form 1040A - Line 21
  • Form 1040EZ - 4
If you did not file a tax return from last year, enter 0.

The AGI is required by IRS because you elected to make a payment via direct debit from your checking or savings in Step 2 with IRS Form Payment. If you cannot find your tax return from last year to locate your AGI, you should print and mail your extension with a check.

Error reject code 680 - When a Self-Select PIN is present, Spouse Prior Year Adjusted Gross Income (SEQ 050) does not match the Spouse Prior Year Adjusted Gross Income on the IRS Master File.

Solution: Spouse AGI should be the same as Primary taxpayer AGI. See code 679 above.

Paying the IRS

If I owe tax to the IRS, how do I pay my balance due when filing an extension

You have three options:

  1. File Form Payment with your extension to have tax due deducted from your checking or savings account on a specific date.

  2. Pay your IRS tax liability by check -- Make check payable to "United States Treasury", write your Social Security Number, daytime phone number, and "2007 Form 4868" on your check and mail it to your local IRS service center

  3. Pay your IRS tax liability by credit card -- Call Official Payments Corporation at 888-2-PAYTAX (888-272-9829). We have no affiliation with Official Payments Corporation and you should be aware that they charge a 3% "convenience-fee" to use their service.

State Tax Extensions

Generally, if you do not owe state income tax, no extension is required but if you do owe state income tax, an extension form should be filed with your state. Some states accept copies of the federal extension form. Other states require you to complete a separate extension form. Consult our Tax Extension for State page for more information on the rules for your state.

Billing Issues

Can I still use your service if I do not have a credit card? Yes. We can also accept your e-check - an electronic debit from your checking or savings account.

If you do not have a credit card or checking/savings account, you may use one of a friend or relative, with their permission. Please alert them of a charge from "Texextension.com" on your behalf.

I am attempting to pay for your service with a credit card but the transaction is declined Often, the fastest solution is to use a different credit card. If this is not possible, here are some tips on solving credit card declined issues:

First, verify that your card is a credit card by looking for a Mastercard, Visa, American Express, or Discover logo on its face. We do not accept debit cards due to PIN privacy concerns.

If your card is indeed a credit card, you may wish to ask your bank if they allow Internet transactions and if the account is in good standing. Some banks place temporary holds on credit cards, even if the balance is below the credit limit. This can happen, for example, if your statements have been returned to them as undeliverable or if the pattern of charges seems unusual.

Please contact your bank's Customer Service department at the number shown on the back of your card. They will have a record of declined transactions and can often remove a hold on your card in just a few minutes.

I have decided not to use your service to file my extension and I would like a refund. If you have not paid for our service, you can delete your extension by clicking "Delete Extension" at the top left corner of the application home page.

If you have paid but not printed or e-filed, you may request a refund from Customer Service (see "Submit Support Request" at the bottom of this page.

I have have used your service but have been rejected by IRS and would like a refund. If you have paid and either printed or e-filed, then according to our Standard Usage Agreement, which users must agree to during account creation, we have delivered the service you contracted for and no refunds are given.

It is your responsibility to correct IRS rejects during e-file, such as name/SSN or AGI mismatches. Only you and IRS have these data - we have no means of correcting these errors for you.

From the Standard Usage Agreement:

I understand that I may use the system at no cost but if I choose to print OR e-file, I will be asked to pay a fee. Once I print or e-file, I understand that this fee is non-refundable.

We will retransmit your extension request to IRS as required until it is accepted. There is no additional charge for retransmissions.

Printing Issues

In order to print a copy of your tax extension, you will need at least Adobe Acrobat 3.0. If you are having trouble viewing or printing the PDF version of your extension, ensure that you have Adobe Acrobat version 3.0 or greater by checking the version number displayed on the Help > About dialog box within Acrobat. Visit Adobe.com to download the latest version.

Browser Issues

Does your site use cookies? Absolutely not. Our development team was instructed that under no circumstances were cookies to be used.

Additional Extension

Prior to 2006, the IRS granted a four month extension on Form 4868 and you could apply for an additional two month extension on Form 2688. Effective with the 2006 filing season, the IRS grants a six month extension on Form 4868 and has discontinued the Form 2688 "Additional Extension" application.

Security Issues

We employ commercial-quality security safeguards to protect customer information from loss, misuse and unauthorized alteration during its storage, processing and transmission, including the use of commercially available computer security products, as well as industry standard security procedures and practices.

Customer Service

April 15th Special Bulletin - We realize the urgent nature of your request on this day and our goal is to respond to your inquiry within 15 minutes (between 9:00 am and midnight).

If you requested an online extension prior to April 15, the IRS grants a grace-period until April 20 in order to resolve outstanding issues.

If your issue was not covered within this Support Center, you may request assistance from Customer Service. Inquiries are usually responded to within one hour.