US Expatriates may require more time to prepare their returns in comparison with the common tax filer living in the US. Organizing the necessary documentation to justify deductions, credits, and allowances can be a daunting task.

That is why US Expats get extension opportunities to file.

First Extension: Extra Time To File US Expat Taxes

While June 16^th may represent a lot of relief for many US expats, it still may not be sufficient time for some. For those Americans living abroad who need more time, there is an additional extension they can apply for. This extension runs to October 15^th and will need to be formally requested using IRS Form 4868. This form may be mailed or filed electronically for those who use an e-file software programs. The Form can also be filed by tax professionals who file electronically for their clients.

Second Extension: Completing Form 4868

There are specific information needed to be provided to with Form 4868 in order to request an extension until October 15^th:

• Social Security Number/Tax ID Number (as well as your spouse tax number if filing jointly)
• Mailing address
• Prior year tax documents
• Current year tax documents (if available)

The reason why prior year´s tax returns are relevant is because, in the event your financial situation has not dramatically changed, the document may be used as a reference point to make a rough estimate of how much you may owe the IRS. For the vast majority of US expats it is important to mention in the Form 4868 that you are living outside the US.

Third Extension: Form 2350

On top of the second extension, there´s an additional form that may be filed by certain taxpayers to ask for more time to file the US tax return. Form 2350 is used by expatriates abroad who expect to qualify for the Foreign Earned Income Exclusion but won´t meet the Bona Fide Residence or Physical Presence Test before October 15^th. If that is your case, and that you need more time to qualify, you can request an additional extension by completing Form 2350.

Don´t hesitate to contact us should you have any questions!

We are available to you should you have any questions on how to make the best of extension opportunities to avoid double taxation exposure.

Contact us.