Here's how to do it, step by step:

1. Know the Basics First off, this (or any) extension only gives you more time to file your tax return. It doesn't delay any payments you owe. So, if you don't pay on time, you'll get charged interest on what you owe.

Your Tax Timeline: Know Your Dates! 🌟

Apr. 15: For those residing in the U.S., this is your tax D-day.

Jun. 15: Settled abroad? Your tax deadline is automatically June 15.

Oct. 15: Want some wiggle room? File Form 4868 and push it to October 15.

Dec. 15: For Americans overseas, you can request an extended grace till December 15. Unlike the extension listed above, the IRS retains control over whether to grant this additional two-month extension, so be sure to outline the reasons for the necessity of the additional two months--we've provided a helpful temple below.

2. Did you Previously File Form 4868? You probably used Form 4868 earlier this year to get your October extension. That one didn't need a reason. But for the December 15 extension, you'll have to explain why you need more time. And remember, the December extension is only for folks who got the October extension.

3. Write to the IRS For the December extension, you'll need to tell the IRS why you need more time.

Important: the IRS retains control over whether to grant this special two-month extra extension, so be sure to outline the reasons for the necessity of the additional two months. We're prepared a helpful extension template letter with 19 detailed reasons to choose from to make your request more powerful.

DOWNLOAD EXTENSION TEMPLATE LETTER

4. Send Your Letter Express mail your letter on or before October 15th (Oct. 16th in 2023) to the IRS address shown below. Keep a copy of your letter and the tracking number from FedEx/DHL.

Internal Revenue Submission Processing Center 

3651 South Interregional Highway 35 

Austin, TX 78741 

USA. 1-800-829-1040

5. Wait The IRS will only respond to your request if it is denied, so keep an eye on your mail just in case.

6. Attached a Copy to Your Final Return The final step is attaching a copy of the extension request (and proof of mailing) to your final 1040 tax return.

To wrap it up, doing taxes as a U.S. expat can be a bit of a puzzle. But knowing about the special December 15 extension and how to ask for them can help you save big on late filing fees. Questions? Contact us below.