Do the formulas below, then select your voucher... 

The following is only for personal income tax extensions.

Foreign Residents


If you are normally exclude your foreign income on the US tax return because you are living outside of the US, at least 330 days out of the filing year, and/or your main place of work is outside the US & Puerto Rico, or you are in the military or naval service outside the US and Puerto Rico in general, then you AUTOMATICALLY get a 2 1/2 month extension to file up till June 17th, 2013. The filing of a Form 2350 will allow you until October 15th of the this year to file your the most recent year's tax return. However, any payments you owe on income which cannot be excluded must STILL be paid by April 15th by making a check payment or an online federal extension payment (see below) by that date.

Living In The USA...Everyone Else


Everyone else, MUST file a Form 4868 to request an extension, or use one of the following links below to make a payment, which constitutes as a federal income tax extension payment. Foreign Residents can also use the following links to at least PAY federal income taxes. Scroll down further to know how much to pay for federal and state income taxes. If using one of the following federal income tax extension filing links, make sure you use either 4868 (if you live in the USA) or 2350 form (if you live abroad). Else, you can also do it the old fashioned way, with the voucher we have in the dropdown up above. We have listed a methodology for you to calculate your own federal income taxes and state income taxes (all the way at bottom) here on this page.

  • OfficialPayments.Com
  • Pay1040.com
  • Efile.com
  • filelater.com
  • freetaxusa.com
  • H&R Block


  • Federal Tax Calculation for Extension Filing


    Here's how to know how much federal income taxes you probably to pay by the 15th of April. If the following calculation for federal and your states results in a tax liability instead of a refund (or 0 balance) for you, then you must print the voucher for federal and your state, send a check for the estimated taxes to the address on voucher. Make the check payable to the correct tax authority listed on the voucher you are printing, write your social security number on the memo or 'for'; line on the bottom left of your check, and post it along with the correct voucher, to the address indicated on the voucher.
    Federal:

    First, find your income. Add all of your
  • 1) Box 1 of ALL your W2s
  • 2) All of your 1099-Miscellaenous statements. (If you have these, subtract out your expenses from these 1099-Miscellaneous statement jobs, if you had them)
  • 3) All of your Interest Income (1099-int statements)
  • 4) All of your Ordinary Dividends (1099-div or 1099-B statements)
  • 5) Your total Short Term Stock Gains (Estimate this if you cannot find this data from your brokerage account)
  • 6) Your rental income property profit (if applicable)

  • ---------------
    This equals Estimated Adjusted Gross Income

    Now do the subtractions:

    - 5,800 (for single standard person)

    OR

    - 8,500 (for head of household persons -- meaning you are unmarried with one dependent)

    OR

    - 11,600 (for married filing joint & qualifying widower filers)

    OR,

    if bigger than your specified standard deduction, the following:

    The sum of your total mortgage interest, prop taxes, state & local tax deducted from all your W2s (box 17), and charity contributions.



    Next subract $3,700 x number of people in your family in USA that you are claiming including yourself.

    For e.g., If you're single, just subtract $3,700.
    This equals taxable income:

    Next know which filing status you are, married filing joint, single, head of household, widower, married filing separate. If you're unsure which status you should be filing, click here. And if you're still unsure, then calculate your taxes under more than one filing status below.

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    E.g., if you're single, and your taxable income is $75,000, then you will do the following:

    25% x ($75,000-$33,950) Plus the flat tax listed of $4,675 from the first table here below. Your total tax for the year is $14,937.50.

    Now take this number, and subtract it from what you've already paid. Let's say the sum of all your box two of your W2s is $13,550.50.


    $13,550.50
    - $14,937.50
    ----------
    (-1,387).

    Looks like here, you would OWE taxes since it's a negative number.
    Print the 4868 IRS voucher from the dropdown menu above,
  • Write the $14,937.50 on line 4 of part II of the voucher,
  • Write the $13,550.50 amount on line 5,
  • And lastly write the amount you're paying ($1,387) on lines 6 and 7 of the voucher.
  • Write a check for the same amount you're paying (in this case, $1,387), make it payable to US Treasury, and send it with the 4868 voucher to the IRS by the 15th of April.

    Don't forget to write your social security number on the "memo" or "for" line of the check.


    *******************************



    Tax Tables
    -----------------------------------------------------------------------
    Single Filing Status
  • 10% on income between $0 to $8,500
  • 15% on the income between $8,501 to $34,500; minus $425
  • 25% on the income between $34,501 to $83,600; minus $3,875
  • 28% on the income between $83,601 to $174,400; minus $6,383
  • 33% on the income between $174,401 to $379,150; minus $15,103
  • 35% on the income over $379,150; minus $22,686


  • Married Filing Jointly or Qualifying Widow(er) Filing Status
  • 10% on the income between $0 to $17,000
  • 15% on the income between $17,001 to $69,000; minus $850
  • 25% on the income between $69,001 to $139,350; minus $7,750
  • 28% on the income between $139,351 to $212,300; minus $11,930.50
  • 33% on the income between $212,301 to $379,150; minus $22,545.50
  • 35% on the income over $379,150; minus $30,128.50


    Married Filing Separately Filing Status
  • 10% on the income between $0 and $8,500
  • 15% on the income between $8,501 to $34,500; minus $425
  • 25% on the income between $34,501 to $69,675; minus $3,875
  • 28% on the income between $69,676 to $106,150; minus $5,965.25
  • 33% on the income between $106,151 to $189,575; minus $11,272.75
  • 35% on the income over $189,575; minus $15,064.25


  • Head of Household Filing Status
  • 10% on the income between $0 and $12,150
  • 15% on the income between $12,151 to $46,250; minus $607.50
  • 25% on the income between $46,251 to $119,400; minus $5,232.50
  • 28% on the income between $119,401 to $193,350; minus $8,814.50
  • 33% on the income between $193,351 to $379,150; minus $18,482
  • 35% on the income over $372,950; minus $26,065.00

  • State Tax Calculation for Extension Filing


    Each state has their own peculiar formula for calculating their taxes, and their taxes range frrom 3% to above 11%, not including local taxes. The best thing to do, is first to find your state wages appearing in box 16 as a starting point for each state for which you must file an extension for. Then subtract a flat $500 exemption per person in your family, from those state wages, multiply the resulting figure by the income tax rate in your state. That will give you your taxes for that state. Subtract this tax amount from what you've already paid (box 17 of your w2) to that state, and the result, if negative is a liability. If it's positive, you're getting a refund, and no extension is needed.

    To check the state tax rate in your state, click here.

    State Tax Rates  

    *******************************
    E.g., If you're married, and worked in NJ and CA, and your state wages for NJ are $8,000 and your CA state wages are $32,000, subtract $1,000 ($500 x 2 for two people in your family here in US) from each of the states wages, and multiply the resulting figures by the rates from each state. CA is 6.25% for income up to $36,675, and NJ is 1.4% up to $20,000. Assume you've already paid NJ $200 (box 17) and CA $1,200 (box 17).

    NJ tax = 1.4% of ($8,000 - $1,000) = $98; $200 paid - $98 tax = $102 estimated refund.
    No extension needed for NJ, in this case.

    CA tax = 6.25% of ($32,000 - $1,000) = $1,937.50; $1,200 paid - $1,937.50
    = -$737.50 estimated liability.
    Print the California voucher from the drop down box here, write a check for $737.50 payable to the Franchise Tax Board of CA, and mail it with the voucher to the address on the check.


    *******************************


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    2013: Planning Ahead:

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    Third "OVDI" Remains Open For Those With Undisclosed Foreign Income/Assets;

    ---------------------------------

    2013 Annual Adjustment Amounts: Tax Rates, Deductions, & Exemptions;

    ---------------------------------

    Are you living abroad and a dual citizen?? Click here.

    ---------------------------------

    DNA India, a leading Mumbai daily, quotes Vimlan Tax Services. Click here...

    ---------------------------------

    Mileage Rates for 2012 are here..

    1. 55.5 cents per mile for business miles driven
    2. 23 cents per mile driven for medical or moving purposes
    3. 14 cents per mile driven in service of charitable organizations

    Mileage Rates for 2013 are:

    1. 56 cents per mile for business miles driven
    2. 24 cents per mile driven for medical or moving purposes
    3. 14 cents per mile driven in service of charitable organizations


    ---------------------------------

    International Income Tax Liability...


    Worldwide Income Reporting and Foreign Accounts

    Most people filing US tax returns know if they are a US Citizen or a Greencard holder, but most do not know if they are a US "tax" resident. You may read the April 2011 E-newsletter we put out which explains the classifications mentioned above or call our office to request an appointment with a qualified tax advisor to discuss your case. Our January 2013 E-newsletter is out as well.