Filing Form 4868 allows you to request an automatic 6-month extension of time to file your individual income tax return. With TaxZerone, you can e-file Form 4868 accurately in just a few steps.  

Follow these step-by-step Form 4868 instructions to complete your filing using TaxZerone. 

Step 1: 

  • Sign in or Sign up to your TaxZerone account using your credentials.  

Step 2: 

  • From the dashboard, click on “Start” and select “New Form” to start the filing process. 

Step 3: 

  • Under the Extension Forms section, select Form 4868 to apply for a personal tax extension (1040 extension) of 6 months. 

Step 4: 

Add the filer details by choosing any 1 of the options below: 

  • If you are a new user to TaxZerone, click on “Add New Filer” to start your 4868 filing by selecting the tax year as “2025” and adding your details. 
  • If you are an existing user, click on “Select From Address Book”. Choose the tax year as “2025” and easily populate your data by selecting your filer details. 
  • If you are a tax preparer, you can upload multiple filings at once using the Form 4868 Bulk Upload option. 

Note: You can download our Form 4868 Bulk Upload template for FREE. 

Step 5: 

Part 1: Identification 

Line 1 to 3: 

  • Your basic details such as First Name, Last Name, Address, City, State, Zip code, and your SSN will be auto filled. 
  • If you are filing jointly, check the box to automatically populate your spouse details and SSN. (Only if it is added in address book) 

Part II: Individual Income Tax 

Line 4:  

  • Enter the estimated total tax liability for the 2025 tax year. 

Line 5:  

  • Enter the total payments made on the 2025 tax year. 

Line 6:  

  • Your balance due will be auto calculated by subtracting line 5 from line 4. 

Line 7:  

  • Enter the total amount you are going to pay now.  

Tip: Make sure to pay as much as possible to reduce interest, as any unpaid balance may incur penalties from the original due date. 

Line 8:  

  • If you are “out of the country” on the due date of the return, you can check the box on Line 8. 

Line 9: 

  • Form 1040-NR filers can check the box on Line 9 if they did not receive wages subject to U.S. income tax withholding and their return is due on June 15, 2026. 
  • Click on “Save & Continue” to move to the next step. 

Step 6: 

IRS Payment Information: 

Enter your EFW Bank Routing Number, Account type, Bank account number, Taxpayer phone number, and select your requested payment date to debit the amount directly from your bank. 

IRS Payment – Signature Authorization 

  • Check the box to authorize the U.S. Treasury and its designated Financial Agent to initiate an ACH electronic tax. 
  • Enter your 5 numeric digits PIN as the electronic signature, Date of birth, Prior AGI amount or prior year PIN, and signature date. 
  • Click on “Save & Continue” to continue with the next step. 

Step 7: 

  • Select the pricing model that you need. 

Tip: Filing any 2 forms together can help you save on the overall cost. 

  • Choose any add-on services (Text alert, Postal Mailing, Fax Alert) if required. 
  • Enter your card details to make a payment and click on “Pay & e-file” to transmit your return to the IRS. 

Need Help to file your Extension Form 4868? 

If you face any issues while filing 4868 Form: 

  • Use the live chat support. 
  • Mail your queries to support@taxzerone.com (24/7) 
  • Contact the TaxZerone support team (Mon – Fri, between 9 AM and 5 PM CST). 
  • Refer to the knowledge base for detailed guides. 

Ready to efile your Extension Form 4868?

File your individual income tax return with TaxZerone and get
an extension of 6 months in minutes.

Was this article helpful?
YesNo

Leave a Reply

Close Search Window

Discover more from TaxZerone

Subscribe now to keep reading and get access to the full archive.

Continue reading