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IRSOther IRS Forms (1000–1999)

Official form guide

Form 1028: 1028

IRS Form 1028 is the Application for Extension of Time to File a Federal Tax Return for estates, trusts, and certain tax‑exempt organizations. Use it when you need an automatic six‑month filing extension beyond the original due date.

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Form Overview

IRS Form 1028 - 1028

IRS Form 1028 is the Application for Extension of Time to File a Federal Tax Return for estates, trusts, and certain tax‑exempt organizations. Use it when you need an automatic six‑month filing extension beyond the original due date.

Collects the entity’s name, EIN, tax year, original due date, and a brief explanation for the extension request.

Risk Radar

Scan points
  • 1A single missing signature can nullify the entire extension request.
  • 2Using an outdated edition of the form
  • 3Missing the original filing deadline
  • 4Incorrect EIN or tax year entered
  • 5Signature missing or illegible

Plain English

If you manage an estate, a trust, or a qualifying nonprofit and can’t finish the tax return by the deadline, you file Form 1028 to ask the IRS for extra time. The form just asks for basic identifying info and the reason you need the extension.

Submission Date

  • Filing date: 2019-11-27 22:10:34
  • Preparation window: collect IDs, supporting records, and signatures in advance.
  • Final review: verify names, dates, and required fields before submission.

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Glossary Terms

federalmanageentitymonth

Hover a term to preview the meaning.

What this form is for

  • Use when you need a six‑month extension for an estate, trust, or qualifying nonprofit.
  • Do not use for individual income tax extensions (use Form 4868).
  • If the entity is a corporation, file Form 7004 instead.

Form selector

Use this form or another form?

Individual income tax extension

Only for personal returns

✓ Verify taxpayer type first

Form 4868

Corporate filing extension

For corporations, partnerships, and certain nonprofits

✓ Check entity classification

Form 7004

Late filing penalty relief

To request penalty abatement after deadline missed

✓ Confirm you already filed the return

Form 2210

Deadline or filing window

The extension request must be received by the IRS on or before the original filing deadline (typically April 15 for calendar‑year entities). If mailed, the postmark date counts; if e‑filed, the transmission timestamp counts. No separate deadline exists after the extension is granted.

  • —Tax year start | N/A | Output: Calendar year | Only for calendar‑year entities

Checklist

What you need before filling it out

1

Entity name

Articles of incorporation or trust agreement · Usually on the entity’s formation documents

⚠ Misspelled name✕ High
2

EIN

IRS notice CP 575 · On the original tax return or EIN assignment letter

⚠ Transposed digits✕ Medium
3

Tax year

Prior year return · On the most recent filed return

⚠ Wrong year entered✕ High
4

Signature

Authorized officer’s signature · Physical or electronic signature block

⚠ Blank or illegible✕ High
5

Reason for extension

Written statement · One‑sentence explanation on the form

⚠ Vague or missing✕ Medium

Before you submit

  1. 1Confirm the form edition is 2024
  2. 2Verify EIN matches IRS records
  3. 3Check tax year matches the return you are extending
  4. 4Ensure the original filing deadline date is correct
  5. 5Write a concise, factual reason for the extension
  6. 6Sign and date the form
  7. 7If mailing, use the correct IRS address for your state
  8. 8If e‑filing, confirm acceptance receipt
  9. 9Retain a copy of the submitted form for your records
  10. 10Record the postmark or transmission timestamp

How to file this form

  1. 1Download Form 1028 from IRS.gov
  2. 2Enter entity name, EIN, and tax year
  3. 3Enter the original due date and requested extension end date
  4. 4Provide a brief reason for the extension
  5. 5Sign and date the form
  6. 6Mail to the address in the instructions or submit via approved e‑file software
  7. 7Keep the mailing receipt or electronic confirmation

Known limitations

  1. 1Form 1028 does not grant an automatic extension for corporations or partnerships.
  2. 2The IRS may request additional documentation if the reason is not clear.
  3. 3Electronic filing is limited to authorized software providers.
  4. 4No fee is required, but a separate penalty‑relief request may be needed if the return is late.

Field map

Compact field-by-field guide

6 fields

General Info

2 items

Taxpayer Name and TIN

Full legal name and taxpayer identification number (SSN or EIN).

Requiredtext
Address

Current mailing address.

Requiredtext

Details

2 items

Required Information

Complete all applicable sections of this form according to the official IRS instructions.

Requiredtext
Amount (if applicable)

Enter the relevant dollar amount if this form involves tax calculation.

amount

Certification

1 items

Certification Statement

Read and acknowledge any certifications required by this form.

Requiredcheckbox

Signatures

1 items

Signature

Sign and date. Unsigned forms cannot be processed.

Requiredsignature
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Current form status
IRS

The latest edition of Form 1028 is the 2024 revision, published February 2024. Verify the edition date on the PDF before use.

What changed or needs a fresh check

  • Edition date – confirm the form shows 2024
  • Fee – no fee for Form 1028
  • Mailing address – use the address for your state in the instructions
  • Electronic filing – verify your software supports Form 1028
  • Signature line – ensure space for a physical or authorized electronic signature

Form Preview

Form 1028 page 1

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Form 1028 page 2

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Quick Facts

Filed by the fiduciary of an estate, trustee of a trust, or authorized officer of a qualifying tax‑exempt organization.
Collects the entity’s name, EIN, tax year, original due date, and a brief explanation for the extension request.
Submitted before the original filing deadline (usually April 15 for calendar‑year entities) to receive an automatic six‑month extension.
Mail to the address listed in the form’s instructions for your state or submit electronically via the IRS Modernized e‑File (MeF) system if approved.
Errors can delay the extension approval, trigger penalties, or cause the IRS to reject the request, leaving the original deadline in force.
1. Download the latest Form 1028 from IRS.gov. 2. Fill in the entity’s identification details and tax year. 3. State the reason for the extension in 1‑2 sentences. 4. Sign and date the form. 5. Mail or e‑file it before the original due date.

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After you file

  1. 1Save the mailed copy and any proof of delivery
  2. 2Store the electronic acceptance receipt if e‑filed
  3. 3Mark the new extended due date on your calendar
  4. 4Monitor IRS correspondence for any follow‑up requests
  5. 5Prepare the full tax return before the extended deadline
  6. 6If the extension is denied, file the return immediately to limit penalties

Sources

  • SRCIRS.gov Form 1028 PDF header shows 2024 edition
  • SRCIRS Instructions for Form 1028 list eligible entities
  • SRCNo fee indicated in the form instructions
  • SRCMailing addresses provided in the instructions by state
  • SRCElectronic filing option mentioned in IRS e‑File guidance
  • SRCSignature requirement stated in line 5 of the form
  • SRCExtension period described as six months in the instructions
  • SRCDeadline logic derived from standard IRS extension rules

Common confusion points

Extension vs. penalty abatement

Users think Form 1028 also removes penalties

→ Verify you are only requesting time, not penalty relief

Estate vs. trust classification

Forms differ for each entity type

→ Confirm the entity’s legal status

Mailing address

Different addresses for each state

→ Double‑check the instruction sheet

Electronic filing eligibility

Not all software supports Form 1028

→ Confirm with provider before attempting e‑file

Reason wording

Vague statements cause rejections

→ Use a specific, factual explanation

Workflow map

Related forms and next steps

4 signals

Before

Form 1041 (Estate/Trust Income Tax Return)

Current

1028

After

Form 1041 (filed by the new deadline)

Often used with

Form 1028 (Extension request)

⚠ If something goes wrong

  • Form 2210 (Penalty Abatement Request)

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Public DomainCreated by the U.S. federal government. Not subject to copyright (17 USC § 105). Freely copyable without restriction.
Public DomainCreated by the U.S. federal government. Not subject to copyright (17 USC § 105). Freely copyable without restriction.
Public DomainCreated by the U.S. federal government. Not subject to copyright (17 USC § 105). Freely copyable without restriction.
Public DomainCreated by the U.S. federal government. Not subject to copyright (17 USC § 105). Freely copyable without restriction.
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