Filing Extensions for Your 2023 Taxes
Get a 6-Month Extension with Form 4868
Individuals:
To obtain an automatic 6-month extension for your federal taxes, file Form 4868, Application for Automatic Extension of Time to File U.S. Individual Income Tax Return, on or before April 15, 2024. This extension grants you until October 15, 2024 to file your return, but it does not extend the April 15 payment deadline. To avoid late payment penalties, you must estimate and pay any taxes owed by April 15.
Additionally, if you qualify for the automatic extension granted by California, you will have until October 15, 2024, to file your state tax return. California also grants an automatic extension to file Schedule CA (540), California Adjustments, but not Schedule CA (540NR), Nonresident or Part-Year Resident California Income Tax Return.
Waiver for Individuals:
If you need more time beyond the automatic 6-month extension, you can file Form FTB 3519, Waiver of Penalty for Failure to File Tax Return or Pay Tax Timely, to request an additional extension. However, you must file Form FTB 3519 before the expiration of the automatic 6-month extension, and you must demonstrate reasonable cause for your failure to file on time. California will consider granting an extension of up to one year.
Important Note: Filing an extension only gives you more time to file your return, not to pay any taxes you may owe. You must still pay your estimated taxes by April 15th to avoid penalties and interest.
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