How to file a tax extension, no matter how disorganized you are

Updated

It's inevitable: You're fairly sure you're going to have all your tax documentation together, and then something goes awry. You don't receive all your tax forms, you've misplaced a receipt, or you're otherwise unable to file your return by the due date.

If you need more time to prepare your federal tax return, you'll need to file an extension.

To get started, you need the following information:

  1. Your personal details, including your Social Security number, address, and the name and taxpayer ID number of your spouse.

  2. A copy of your 2008 tax return.

  3. A list of tax payments made in 2008.

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