Form 4768 PDF Details

When facing the complexities surrounding the estate of a deceased individual, executors and filers often encounter the need for additional time to compile the necessary documentation and payments for estate and generation-skipping transfer taxes. The Form 4768 serves as a crucial tool in these instances, providing a structured pathway to request an extension of time for filing the required returns and/or making tax payments. Whether it’s an automatic 6-month extension for filing forms such as Form 706, 706-A, 706-NA, or 706-QDT or an extension due to exceptional circumstances preventing timely submission, this form accommodates various scenarios. Furthermore, it allows for an extension of time to pay the estate (or GST) taxes when it is impossible or impractical to do so by the due date. The request involves a detailed justification of the circumstances, alongside an estimation of the taxes owed. It is imperative to understand that while the form enables extensions, it emphasizes the executor’s or filer's responsibility to provide accurate information under the penalties of perjury, ensuring they are well-informed and diligent in their requests. This application process is facilitated by the Department of the Treasury and requires careful attention to detail, as outlined in the instructions provided by the IRS, to ensure compliance and avoid potential complications.

QuestionAnswer
Form NameForm 4768
Form Length1 pages
Fillable?No
Fillable fields0
Avg. time to fill out15 sec
Other names4768, irs extension form4768, form 4768, tax forms for self employed 2021

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Form 4768

Application for Extension of Time To File a Return and/or

 

(Rev. February 2020)

Pay U.S. Estate (and Generation-Skipping Transfer) Taxes

OMB No. 1545-0181

 

 

 

 

 

 

Department of the Treasury

 

▶ Go to WWW.IRS.GOV/FORM4768 for instructions and the latest information.

 

 

Internal Revenue Service

 

 

 

 

 

 

 

 

 

Part I

Identification

 

 

 

 

 

Decedent’s first name and middle initial

 

Decedent’s last name

 

Date of death

 

 

 

 

 

 

Name of executor

 

 

Name of application filer (if other than the executor)

 

Decedent’s social security number

 

 

 

 

Address of executor (number, street, and room or suite no.)

 

Estate tax return due date

 

 

 

 

 

 

City, state, and ZIP code

 

 

Domicile of decedent (county, state, and ZIP code)

 

Daytime telephone number of executor

 

 

 

 

 

Part II

Extension of Time To File Form 706, 706-A, 706-NA, or 706-QDT (Section 6081)

 

 

Form for which extension of time to file is being requested:

Form 706

Form 706-A

Form 706-NA

Form 706-QDT

Automatic Extension

Check here if you are applying for an automatic 6-month extension of time to file, and the time for filing has not passed.

Extension For Cause/Form 4768 Not Filed In Time For Automatic Extension

Check here if you are applying for an extension of time to file, based on good and sufficient cause, and the time for filing has passed. Also you must attach a statement explaining in detail why a request for automatic extension was not timely made, why it was impossible or impractical to file the return by the due date, and the specific reasons why you have good and sufficient cause for not requesting the automatic extension. If granted, the 6-month extension for cause runs from the original due date of the return. See instructions.

Additional Extension

Check here if you are an executor out of the country applying for an extension of time beyond the 6-month automatic extension to file. Also you must attach a statement explaining in detail why it was impossible or impractical to file the return by the due date. See instructions.

Enter extension date requested

Part III Extension of Time To Pay (Section 6161)

You must attach your written statement to explain in detail why it is impossible or impractical to pay the full amount of the estate (or GST) tax by the return due date. If the taxes cannot be determined

because the size of the gross estate is unascertainable, check here ▶ and enter “-0-” or other appropriate amount on Part IV, line 3. You must attach an explanation.

Enter extension date requested (Not more than 12 months)

• If this request is for the tax that will be or was due with the filing of the return, check here

▶

• If this request is for the tax that will be due as a result of an amended or supplemental return, check here

▶

• If this request is for additional tax due as a result of an examination of your return, check here

▶

• If this request is for a section 6166 installment payment, check here

▶

Part IV

Payment To Accompany Extension Request

 

1

Amount of estate and GST taxes estimated to be due . .

2

Amount of cash shortage (complete Part III)

3Balance due (subtract line 2 from line 1) (see instructions) .

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Signature and Verification

If filed by executor—Under penalties of perjury, I declare that I am an executor of the estate of the above-named decedent and that to the best of my knowledge and belief, the statements made herein and attached are true and correct.

Executor’s signatureTitleDate

If filed by someone other than the executor—Under penalties of perjury, I declare that to the best of my knowledge and belief, the statements made herein and attached are true and correct, that I am authorized by an executor to file this application, and that I am (check applicable boxes): A member in good standing of the bar of the highest court of (specify jurisdiction) ▶

A certified public accountant duly qualified to practice in (specify jurisdiction) ▶

A person enrolled to practice before the Internal Revenue Service.

A duly authorized agent holding a power of attorney. (The power of attorney need not be submitted unless requested.)

Filer’s signature (other than the executor)Date

Mail to: Internal Revenue Service Center, Attn: Estate & Gift, Stop 824G 7940 Kentucky Drive, Florence, KY 41042-2915

For Paperwork Reduction Act Notice, see separate instructions.

Cat. No. 41984P

Form 4768 (Rev. 2-2020)

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