INSTRUCTIONS: APPLICATION FOR EXTENSION OF TIME TO FILE A RETURN AND/OR PAY U.S. ESTATE (AND GENERATION-SKIPPING TRANSFER) TAXES (Form 4768)

Those who need an extension of time to file a return or payment related to the federal form 706 series documenting estate taxes and generation-skipping transfer taxes can request this with a form 4768. This document is found on the website of the Internal Revenue Service.

Application For Extension Of Time To File A Return And/Or Pay U.S. Estate (And Generation-Skipping Transfer) Taxes 4768 Step 1: In Part I, enter the decedent's name, date of death and Social Security number.

Application For Extension Of Time To File A Return And/Or Pay U.S. Estate (And Generation-Skipping Transfer) Taxes 4768 Step 2: Enter the name and address of the executor. Enter the county, state and zip code of decedent, the due date for the return, and a contact daytime phone number.

Application For Extension Of Time To File A Return And/Or Pay U.S. Estate (And Generation-Skipping Transfer) Taxes 4768 Step 3: In Part II, indicate with a check mark if you are filing for an extension for form 706, 706-A, 706-NA, 706-D, or 706-QDT.

Application For Extension Of Time To File A Return And/Or Pay U.S. Estate (And Generation-Skipping Transfer) Taxes 4768 Step 4: If you are an executor residing out of the country seeking an additional 6-month extension, check the box where indicated.

Application For Extension Of Time To File A Return And/Or Pay U.S. Estate (And Generation-Skipping Transfer) Taxes 4768 Step 5: Enter your requested extension due date.

Application For Extension Of Time To File A Return And/Or Pay U.S. Estate (And Generation-Skipping Transfer) Taxes 4768 Step 6: In Part III, check the box next to the statement explaining your requested extension.

Application For Extension Of Time To File A Return And/Or Pay U.S. Estate (And Generation-Skipping Transfer) Taxes 4768 Step 7: In Part IV, follow the instructions to determine the balance of the tax due.

Application For Extension Of Time To File A Return And/Or Pay U.S. Estate (And Generation-Skipping Transfer) Taxes 4768 Step 8: The executor should sign and date the form and provide their title. If the form is completed by someone other than the executor, they should give their name and check the box specifying their status.