Massachusetts Application for Automatic Six-Month Extension of Time to File Massachusetts Income Tax Return
Extracted from PDF file 2022-massachusetts-form-m-4868.pdf, last modified January 2023
Application for Automatic Six-Month Extension of Time to File Massachusetts Income Tax ReturnMassachusetts Department of Revenue Form M-4868 Massachusetts Income Tax Extension Payment Worksheet and Voucher For the year January 1–December 31, 2022 or other taxable year beginning ending Worksheet for Tax Due 1 Total tax you expect to owe for 2022 (Form 1, lines 28 and 34 (if applicable); Form 1-NR/PY, lines 32 and 38 (if applicable) . . 1 2 Massachusetts income tax withheld (Form 1, lines 38 and 49 (if applicable); Form 1-NR/PY, lines 42 and 53 (if applicable) . . 2 3 2021 overpayment applied to your 2022 estimated tax (do not enter 2021 refund) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 4 2022 Massachusetts estimated tax payments (do not include amount in line 3) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4 5 Credits (see Form 1, lines 29 through 31 and 43 through 47; Form 1-NR/PY, lines 33 through 35 and 47 through 51). . . . . 5 6 Total. Add lines 2 through 5. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6 7 Amount due. Subtract line 6 from line 1; not less than “0”. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7 The full amount of tax due reported on line 7 must be paid by or before the original return due date. If there is no tax due on line 7; no further action is needed for the extension. If there is a tax due on line 7, pay online at mass.gov/masstaxconnect or use the voucher below. If at least 80% of the tax due for the taxable year is not paid by the original return due date, the extension is considered null and void, and penalties and interest for a late return and any late payments will be assessed from the original due date of the return. General Information Extension Process for Individual Income Taxpayers The extension process is automated so that all individual income taxpayers are given an extension of time to file their tax returns if certain payment requirements are met. Individual income taxpayers must have paid at least 80% of the tax due for the taxable year by the original due date for filing the return. Individual taxpayers meeting the payment requirements will be given an automatic six-month extension to file their returns. See TIR 16-10. When Should the Payment with Form M-4868 Be Submitted? The full amount of tax due for the taxable year must be paid by or before the original due date of the return. Individual taxpayers must pay any amount due on or before April 18, 2023, or on or before the 15th day of the fourth month after the close of the taxable year for fiscal year filers. If the due date is a Saturday, Sunday, or legal holiday, you should substitute the next regular workday. Any individual taxpayer making an extension payment of $5,000 or more must make the payment electronically. All other individual taxpayers must pay online at mass.gov/masstaxconnect or use the voucher below. Will Interest and Penalties Be Due? An extension of time to file an individual tax return does not extend the due date for payment of the tax. Interest will be charged on any tax not paid on or before the original due date. Any tax not paid within the extended period is subject to a penalty of 1% per month, up to a maximum of 25%, from the extended due date. If the extension is invalidated for failure to meet the 80% payment requirements then penalties and interest for a late return and late payment will be assessed from the original due date of the return. DETACH HERE 2022 Form M-4868 Massachusetts Extension Payment Voucher Payment for period end date (mm/dd/yyyy) Tax type Voucher type ID type Vendor code 053 18 005 0001 Name of taxpayer Social Security number Name of taxpayer’s spouse Social Security number of taxpayer’s spouse Type of form you plan to file Form 1 Form 1-NR/PY Mailing address City/Town State Zip Amount enclosed $ Pay online at mass.gov/masstaxconnect. Or, return this voucher with check or money order payable to: Commonwealth of Massachusetts. Mail to: Massachusetts Department of Revenue, PO Box 7062, Boston, MA 02204. How Do I Use this Worksheet and Voucher? Use this worksheet to calculate the tax due that must be paid by or before the original due date of the return. Pay online with MassTaxConnect at mass.gov/masstaxconnect or use the Form M-4868 voucher. If using the voucher, be sure to cut where indicated. Keep this worksheet with your records. Do not submit the entire worksheet with the Form M-4868 payment voucher or your payment may be delayed. Mail the completed voucher with your payment to: Massachusetts Department of Revenue, PO Box 7062, Boston, MA 02204. Write your Social Security number(s) on the lower left corner of your check. Make your check or money order payable to the Commonwealth of Massachusetts. Note: Any individual taxpayer making an extension payment of $5,000 or more must make the payment using electronic means. For further information on electronic filing and payment requirements, see TIR 16-9.
More about the Massachusetts Form M-4868 Individual Income Tax Extension TY 2022
This application is used by individuals to request an automatic six month extension of time to file their Massachusetts income tax return. This form may also be used to extend the time to file your individual use tax if you elect to report use tax on your personal income tax return. This is the only application needed to request a six-month extension of time to file. The extension of time to file does not extend the due date for payment of any tax due. Extensions are granted only upon the timely filing of the extension with any required payment amount. Certain taxpayers are required to file an application for extension via DOR’s website. See the section “Filing Your Extension Via the Web” on page 1 for more information. Determine your required payment, if any, by completing the worksheet on the front of this form.
We last updated the Application for Automatic Six-Month Extension of Time to File Massachusetts Income Tax Return in January 2023, so this is the latest version of Form M-4868, fully updated for tax year 2022. You can download or print current or past-year PDFs of Form M-4868 directly from TaxFormFinder. You can print other Massachusetts tax forms here.
Other Massachusetts Individual Income Tax Forms:
|Form Code||Form Name|
|Form 1-ES||Estimated Income Tax Payment Vouchers|
|Form 1||Resident Income Tax Return|
|Form M-4868||Application for Automatic Six-Month Extension of Time to File Massachusetts Income Tax Return|
|Schedule Y||Other Deductions|
|Form 1-NR/PY||Nonresident or Part-Year Resident Income Tax Return|
Massachusetts usually releases forms for the current tax year between January and April. We last updated Massachusetts Form M-4868 from the Department of Revenue in January 2023.
Form M-4868 is a Massachusetts Individual Income Tax form. The IRS and most states will grant an automatic 6-month extension of time to file income tax and other types of tax returns, which can be obtained by filing the proper extension request form. Obtaining an extension will prevent you from being subject to often very large failure-to-file penalties. However, in most cases this extension does not exempt you from the requirement to pay any tax owed in full by the return's original filing date.
About the Individual Income Tax
The IRS and most states collect a personal income tax, which is paid throughout the year via tax withholding or estimated income tax payments.
Most taxpayers are required to file a yearly income tax return in April to both the Internal Revenue Service and their state's revenue department, which will result in either a tax refund of excess withheld income or a tax payment if the withholding does not cover the taxpayer's entire liability. Every taxpayer's situation is different - please consult a CPA or licensed tax preparer to ensure that you are filing the correct tax forms!
Historical Past-Year Versions of Massachusetts Form M-4868
We have a total of twelve past-year versions of Form M-4868 in the TaxFormFinder archives, including for the previous tax year. Download past year versions of this tax form as PDFs here:
form m-4868 instr with coupon
form m-4868 instr with coupon
form m-4868 instr with coupon
form m-4868 instr with coupon
While we do our best to keep our list of Massachusetts Income Tax Forms up to date and complete, we cannot be held liable for errors or omissions. Is the form on this page out-of-date or not working? Please let us know and we will fix it ASAP.