EXTENSION F A O`S - Massachusetts Walking Tour

EXTENSION F A O'S
o Filing an extension WILL NOT generate an audit.
.
lf you are due a refund, there is no need to file an extension.
o Extensions only buy you time for the paperwork; you still need to
send in money with the extension foims.
.
Send as much as you can,reasonqbly afford with the extension if
you have no idea what your Iiability wil! be. If you overpay, you'll get
it back. lf you underpay, the less of a balance due you have, the
less the penalties will be.
o Late payment penalties are calculated on a monthly basis. Make
your appointment to file your taxes as soon as you can after the
filing deadline. Don't wait until the last minute. Again.
o Make a copy of both the federal and state extensions to keep for
your
records.
.
.
,\;,
The extension deadline for 2014 is April 15,2015
EXTENSION FORM INSTRUCTIONS
FEDERAL
PART
1
Fill in names, address and social security numbers.
PART
o
o
o
o
o
II
Decide how much you can afford to send in with the extension and fill in this
amount on line 6 and line 7.
Total al! your federal withholding tax found in box 2 of your W-2's and box 4 of
your 1099's. Also include any federal estimated tax payments you made in 2014.
Put this total on line 5.
Add the amounts on lines 5 and 6 and fill in this total on line 4.
Make out a check payable to U S TREASURY for the amount on line 7.
Mailthe extension and the check to the following address:
INTERNAL REVENUE SERVICE
P O BOX 37009
HARTFORD CT 06176.7009
Application for Automatic Extension of Time
To File U.S. lndividual lncome Tax Return
OMB No.'1545-0074
2014
lnformation about Form 4868 and its instructions is available at www.
V
DETAcH*=*=
V
Application for Automatic Extension of Time
To File U.S. lndividual lncome Tax Return
Ffr ca16ndsr
2 Your social security number
3 Spouse's social security number
For Privacy Act and Paperwork Reduction Act Notice, see page 4.
EEA
2014
or othsr tax
4
Estimate of total tax liability for 2014
5
Total 2014 payments
6
Balance due. Subtract line 5 from line 4
(see instructions) .
Check here if you are "out of the country" and a U.S.
citizen or resident (see
Check here ifyou file Form 1040NR or 1040NR-EZ and
did not receive wages as an employee subject to U.S
income tax
instructions)
., E
Form 4868 (2014)
EXTENSION FORM INSTRUCTIONS
o
o
Fill in your names, address and social security numbers in the form
at the bottom of the page. The "period end date" box should be
1213112014. Check the box titled "Form 1 full-year resident".
Fill in the amount you can afford to send with the extension on line
7.
o Total all your state withholding found in box 17 of your W-2's and
o
o
o
o
.
box 12 of your 1099's and put this tota! on line 2.
Put any state estimated tax payments on line 4.
Add lines 2 and 4'and put this total on line 6.
Add lines 6 and 7 and put this total on line 1.
Make out a check for the amount on line 7 , payable to
COMMONWEALTH OF MASSACHUSETTS.
Sign at the bottom and mail the form with the check to the following
address:
MASSACHUSETTS DEPT OF REVENUE
P O BOX 7070
BOSTON MA 02204
r
2014
Form M-4868
Xlaesschusetts
Department of
Application for Automaiic Six-Month Extension
of Time to File Massachusetts lncome Tax Return
for*.ror.nr"O r-*rb
Tentative Retuni
I
Total tax you expect to bwe tor ?o14 (Form 1, lines 28
and Sil (if applicable); Form
l-NB/py
applicable). . . . I
2 Massactusettsincomeitaxwithheld .
.........2
3 20'13 overpaymentapfliedtoyour2014estimatedtax (do notenter2013 rerund).
........3
4 2014Massachuseftse$timatedtaxpayments (donotlncludeamountin line3)
...........4
5 Credits(seeForml,liies29,30and40through42;Fotm1-NH/pytines3Sthrough35and45through
47)...............5
6 Total.Addtineszthroufh5......
...........6
7 Amount due' subtract line 6 hom llne 1; not less fian "0.' Pay ln lull with thls applicatlon.
Note: ll "0,, see betow for
ParnenB ot gd,0o0 or more m*iu" mao"
rr yo,
It-"trP:j-*l1g.l["P"ug
"r,"nslons.
lefi han $s'000,
"rua.ni""rry.
also
hare lhe oplion ol filing Form M"4B6B etecronicarry.
1ou
see #6w "r"
to.
:ilf.:f||}_,tj
mo{ernrormathn. Bes$retodetach
tines 32 and 38 (if
FormM-4g6gwherelndtcatedberoremailirg
......>7
Automatic Exten5ion Granted if 10096 Tax Due is Paid by Tax Return Due Date
ll line 7 is "0" and looo/a ot the tax due for z)14 has-been paid through: wlthholding; limely
estimated paymenls of tax; credlts trom your
2014 return; or a refun{ from the prior
Ex year apptiod to ine crr"niyear's tax liability, you arB no longer r€quired to file Form M*4g68,
Application for Automadc Extension of Timb to Fi'le Massadrusett, lnoome ran Raurn.
no*"r"i ir vou do choose to fite Form M4g6g
in this instance, you mqst do so eleclronically, via DOR's website. See TIR 06-21
for more information.
Filing Your ExtenBion Electronically (E.File or via the Webl
lf you owe no tax or you are making a payment of $5,0fl) or moro, you are required to file your
extension and make any payment electronically. lf you are makingra paymonl of tesi ttran $S,OOO, you also have the option of filing your
extension electronically. lf there is a tax due
with your extension, pairment can be made through Electronic Funds withdrawal.
Visit www.mass.gov/doi to file via the Web.
Note: lnstructions for Fdrm M-4868 are on page 2.
I
Form M-4868
V DEfACH
HERE (if making a payment) V
Application for Automatic Six-Month Extenslon
-
Maseachusetts
2014
tlepartment of Revenue
Social Security number
Tapayer!
Amount enclossd (from above)
name
Check whict lorm you plan to file:
E Form 1 Full-Year Resident
E form
1 -trtR IPY Nonresident/
Part-Year Flesident
Taxpayer's address
E
Write your Social Security nuinbe(s) on lower left comer of check. Return this voucher with check or money ord€r payablo to:
Commonwealth ot iiassschusetts, Mail to: Massachusetts Dopsrtment of Revcnuo, PO Box 70m, BGton, liA 02204.
e-Fite
flComposite
Sign h€re. Under penalties 0i psriury, I dsclare that to the b€st oi my knowledge and belief this return and enclosures are true, correct and complete.
Youi signature
Signature ot paid preparel
Employer ldenlilicalion number ol paid preparar
Social Securiiy number or PTIN
01,{0 10rt
l,