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IRSOther IRS Forms (2000–3999)

Official form guide

Form 2063: 2063

IRS Form 2063 is the Application for Extension of Time to File a U.S. individual income tax return. Use it when you need an automatic six‑month filing extension for the tax year.

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Form Overview

IRS Form 2063 - 2063

IRS Form 2063 is the Application for Extension of Time to File a U.S. individual income tax return. Use it when you need an automatic six‑month filing extension for the tax year.

It captures the taxpayer’s name, address, Social Security Number, tax year, and any tax payment submitted with the request.

Risk Radar

Scan points
  • 1A single typo in your SSN can void the extension request.
  • 2Incorrect SSN or name mismatch
  • 3Missing signature or date
  • 4Wrong mailing address for your state
  • 5Failure to include payment when tax is due

Plain English

If you can’t get your personal tax return done by the regular deadline, you can file Form 2063 to ask the IRS for extra time. The form tells the IRS you’re requesting a six‑month extension and records any payment you’re making with it.

Submission Date

  • Filing date: 2024-09-16 22:10:15
  • 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

Hover a term to preview the meaning.

What this form is for

  • Use when you need a six‑month filing extension for an individual return.
  • Do not use if you are filing a corporate or partnership return.
  • Check Form 4868 for the standard extension if you are not a non‑resident alien.

Form selector

Use this form or another form?

Nonresident alien needing extension

Specific to nonresident returns

Verify residency status first

Form 1040‑NR‑E

Corporate tax extension needed

Different deadline rules

Use corporate form instead

Form 1120‑E

Deadline or filing window

The extension request must be received by the IRS on or before the original filing deadline (generally April 15). If mailed, postmark date counts; if e‑filed, the transmission timestamp counts. Extensions filed after that date are not automatic and may be rejected.

  • Estimated tax due | sum of tax liability – payments/credits | Total payment to attach | Ensure payment covers at least 90% of liability to avoid penalty

Checklist

What you need before filling it out

1

Taxpayer name

Government‑issued ID or prior return · Tax return header

Misspelled nameHigh
2

Social Security Number

SSN card or prior return · SSN field

Transposed digitsHigh
3

Address

Recent utility bill or driver’s license · Address line

Out‑of‑date addressMedium
4

Tax year

Prior year return · Year box

Selecting wrong yearHigh
5

Signature

Handwritten signature or authorized e‑signature · Signature line

Blank or illegible signatureHigh
6

Payment amount

Check or electronic payment receipt · Payment field

Amount less than estimated taxMedium

Before you submit

  1. 1Verify edition date matches the current tax year
  2. 2Confirm SSN and name match prior filings
  3. 3Check that the correct tax year is selected
  4. 4Calculate and attach the correct payment amount
  5. 5Sign and date the form
  6. 6Use the correct IRS mailing address for your state
  7. 7If mailing, ensure postmark is on or before the deadline
  8. 8If e‑filing, confirm acceptance by the IRS system
  9. 9Make a copy of the completed form for your records
  10. 10Retain proof of payment (check copy or electronic receipt)
  11. 11Double‑check that no required fields are left blank

How to file this form

  1. 1Download the latest Form 2063 PDF from IRS.gov
  2. 2Fill in personal information and tax year
  3. 3Enter the estimated tax due and attach payment
  4. 4Sign and date the form
  5. 5Place the form in an envelope with the payment
  6. 6Mail to the state‑specific IRS address before the deadline
  7. 7If eligible, submit electronically via the IRS e‑file portal
  8. 8Keep the mailing receipt or electronic confirmation

Known limitations

  1. 1Form does not calculate penalties; separate calculations are required
  2. 2Only grants an automatic six‑month extension for individual returns
  3. 3Does not apply to corporate, partnership, or fiduciary returns
  4. 4If the taxpayer owes tax, interest accrues regardless of extension

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

Form 2063 is actively accepted for the 2024 tax year. Verify the edition date on the PDF before use.

What changed or needs a fresh check

  • Edition date – confirm the form is the current year’s version
  • Fee – no filing fee, but include any tax payment owed
  • Mailing address – use the address for your state listed in the instructions
  • Signature line – must be signed by the taxpayer or authorized representative
  • Electronic filing option – verify if e‑file is available for your case

Quick Facts

The taxpayer (or a qualified representative) files Form 2063.
It captures the taxpayer’s name, address, Social Security Number, tax year, and any tax payment submitted with the request.
File it by the original filing deadline (usually April 15) to receive an automatic extension to October 15.
Mail the completed form to the IRS address listed in the instructions for your state, or submit electronically if the IRS e‑file system accepts it for your situation.
Errors can cause the extension to be denied, leading to late‑filing penalties and interest on any unpaid tax.
1. Gather your SSN, address, and the amount of tax you expect to owe. 2. Fill out the top‑section fields on Form 2063. 3. Attach a check or electronic payment for any estimated tax due. 4. Sign and date the form. 5. Mail or e‑file it before the original deadline.

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After you file

  1. 1File a copy of the submitted Form 2063 with your tax records
  2. 2Track the mailing receipt or e‑file confirmation number
  3. 3Monitor IRS notices for acceptance or rejection
  4. 4If accepted, note the new filing deadline (typically October 15)
  5. 5Prepare the final return before the extended deadline
  6. 6Pay any remaining tax balance promptly to stop interest
  7. 7Keep all payment confirmations for future audits

Sources

  • SRCForm 2063 title and purposeIRS official form description
  • SRCExtension period (six months)Standard IRS extension rule
  • SRCSignature requirementForm instructions
  • SRCMailing address guidanceIRS instructions per state
  • SRCEligibility for e‑fileIRS e‑file system documentation
  • SRCDeadline logicGeneral IRS filing deadline rules
  • SRCPayment inclusionForm 2063 instructions

Common confusion points

Extension vs. payment deadline

Many think the extension also delays payment

Verify tax due must still be paid by original deadline

Form 2063 vs. Form 4868

Both request extensions but apply to different taxpayer categories

Check residency status

Mailing address variations

State‑specific addresses change yearly

Use the address listed in the current instructions

Electronic filing availability

Not all taxpayers can e‑file this form

Confirm e‑file option before attempting

Tax year selection

Selecting the prior year by mistake

Cross‑check with your current tax year

Workflow map

Related forms and next steps

4 signals

Before

Form 1040 – Prepare your return before requesting an extension

Current

2063

After

Final Form 1040 – File by the extended deadline

Often used with

Form 1040‑ES – Estimated tax payments may be attached

⚠ If something goes wrong

  • Form 2848 – Power of attorney to address IRS notices

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Source transparency

Copyright & Licensing - US Government Forms

Independent guide

BrieflyGo links to and explains official public form sources. We are not a government agency, and this page is for general form guidance, not legal advice.

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.
Verify current license terms with the source agency before reuse outside this platform.

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