US Expat Tax – General FAQs
Frequently Asked Questions
If the due date falls on a Saturday, Sunday, or legal holiday, the due date is delayed until the next business day. If you cannot file by the due date of your return, you can request an extension of time to file. To receive an automatic 6-month extension of time to file your return, you should file Form 4868, Application for Automatic Extension of Time to File U.S. Individual Income Tax Return, by the due date of your return.
However, if you are a U.S. citizen or resident alien, who is either: (1) living outside of the United States and Puerto Rico and your main place of business or post of duty is outside of the United States and Puerto Rico; or (2) in military or naval services on duty outside of the United States and Puerto Rico on the due date of your return, you are allowed an automatic 2-month extension until June 15 to file your return and pay any tax due. For additional information refer to Publication 54, Tax Guide for U.S. Citizens and Resident Aliens Abroad. If you use this automatic 2-month extension, you must attach a statement to your return explaining which of the two situations qualify you for the extension.
•EFTPS (Electronic Federal Tax Payment System) This is only available if you have a U.S. bank account.
•Federal Tax Application (same-day wire transfer) If you do not have a U.S. bank account, ask if your financial institution has a U.S. affiliate that can help you make same-day wire transfers. For more information on this option, refer to the Foreign Electronic Payments website.
•Check or money order To pay by check or money order, make your check or money order payable to the “United States Treasury” for the full amount due. Do not send cash. Do not attach the payment to your return.
•Credit or debit card This option is useful if you do not have a U.S. bank account. Refer to the Pay Your Taxes by Debit or Credit Card website with details regarding this process and fees
•Transcript: A transcript of your tax return information is free. You can obtain a free transcript on the IRS.gov website by going to the Order a Transcript page. Transcripts may also be ordered by calling 800-908-9946 and following the prompts in the recorded message, or by completing and mailing a request for a transcript to the address listed in the instructions.Use Form 4506-T, Request for Transcript of Tax Return (PDF), or Form 4506T-EZ, Short Form Request for Individual Tax Return Transcript (PDF), to order a transcript of most information on your tax return for the current tax year and the prior 3 processing years. You also can order a transcript of data from certain information returns such as Forms W-2 and 1099. You can designate (on line 5 of either form) a third party to receive the transcript.
•Copy: You can request a copy of your tax return, but in most cases you must pay a fee to do so (currently $50). Use Form 4506, Request for Copy of Tax Return (PDF), to request a copy of your tax return. Copies of Forms 1040, 1040A, and 1040EZ are generally available for 7 years from the date you filed the return. You can designate (on line 5) a third party to receive the tax return. Mail the order form and your check for the fee to the appropriate address listed in the form instructions.