Request an Extension

Please fill out this form below to apply for an extension.

Please note, an extension gives you additional time to file your taxes. Owed taxes are still due on May 17th.

Requests for extensions must be filed no later than 5PM (EST) on May 17th. Any extension requests filed after this date and time cannot be processed.

We cannot process extensions without W-2 or 1099 Form information! Please be as detailed as possible!

This form is for returning clients. If you are not currently a client, please fill out the New Client Form first. Thank you.

* - Indicates a required field.

Client Information:

*Last Name:

*First Name:

Middle Initial:

*Social Security Number:

*Occupation:

*Birth Date:

*Are you currently serving in the Armed Forces, or have you served within this past tax year?

If yes, please list your Home of Record:

Spouse Information:

Last Name:

First Name:

Middle Initial:

Social Security Number:

Birth Date:

Is your spouse currently serving in the Armed Forces, or has your spouse served within this past tax year?

If yes, please list your spouse's Home of Record:

Contact Information:

*E-Mail Address:

Second E-Mail Address:

*Street Address:

Apartment/Suite/etc.:

*City:

*State:

*ZIP Code:

*Client's Home Phone:

Client's Work Phone:

Client's Cell Phone:

Spouse's Work Phone:

Spouse's Cell Phone:

What is the best way to reach you?

Tax Related Questions:

#1*: Number of dependents (not including spouse):

#2*: Are you currently a Tax Professional client (or former client)?

#3*: Did you move last year?

#4*: Did you owe taxes last year?

#5*: Do you expect to owe taxes this year?

#5a: If yes, how much money would you like to send in with your extension form?

#6*: Do you own any rental property?

#7*: Do you have any K1's (partnership, estate, or 1120's)?

#8*: Do you have any investment income?

#9*: Did you buy or sell a house?

#10*: Do you pay for any child care?

#11: If yes, what is in Form W-2, box #10?

#12: If you made estimated federal payments, please list the amount:

#13: If you made estimated state payments, please list the amount:

W-2 Forms:

Taxpayer or Spouse:	W-2 Box 1	W-2 Box 2	W-2 Box 15	W-2 Box 17

1099R Forms:

Taxpayer or Spouse:	1099R Box 2	1099R Box 4	1099R Box 7	1099R Box 10	1099R Box 11 State:

Social Security: 1099-SSA Form

Taxpayer or Spouse:	1099SSA Box 5	1099SSA Box 6

Self-Employment/Other/Miscellaneous: 1099-MISC Form

Taxpayer or Spouse:	1099-MISC Box 7 Business Income	1099-MISC Box 4	1099-MISC Box 17	1099-MISC Box 16

The Tax Professional

Martha Yungk, E.A.