Extension What To Bring

This is generally a straightforward process, but you will still need some key information.

• Your and your spouse's (if applicable) name, address, and Social Security Number (SSN) or ITIN.

• Your estimated tax liability for the year.

• The total amount of federal taxes you've already paid for the year (this includes withholding from your paychecks and any estimated tax payments).

• Your estimated balance due (if any) that you need to pay with the extension.