Extension Request Form 2023 Tax Year Returns

1040/1041 - Individual/ Estates and Trusts Extension Request Form - 2025

The filing deadline for Form 1040 Individual Tax Returns is April 15. If you cannot file your return by April 15, you can request a 6 month extenstion of time to file, which will give you until October 15 to file.

If April 15 or 16 falls on a Saturday or Sunday, the deadline may be moved out to April 17 or 18.

No extension to pay tax

An extension of time to file does not give you more time to pay your tax. If you believe you will owe money when you file, you should include the amount you think you will owe with your extension. You can pay what you owe with your extension in any of the following ways:

Direct debit of your bank account
Mailing a check
Via the IRS and/or state website payment pages

Business and Fiduciary Extensions

The filing deadline for a return depends upon the type of entity that is filing. Regardless of which kind of entity is filing, all extensions must be filed with IRS, states and cities by the original due date of the return.

Entities Filing Calendar-Year Tax Returns
Entity Filing Return	Form Filed	Filing Deadline	Length of Extension	Extension Deadline
S-Corporation	1120S	March 17	6 Months	September 15
Partnership or Multimember LLC	1065	March 17	6 Months	September 15
C-Corporation	1120	April 15	6 Months	October 15
Trust or Estate	1041	April 15	6 Months	September 30
Individual	1040	April 15	6 Months	October 15
Non-Profit Organziation	990	May 15	6 Months	November 15

Requesting the Extention

Complete this form if you would like Pacific Northwest Tax Service to file an extension of time to file your federal return.

Submit a Separate Extension Request Form for Each Person or Business

If you require both business and personal extensions, you must submit a separate extension request for each personal or business return you need an extension for. If you have more than one business, complete a separate extension form for each business.

Fee

The fee charged for filing an extension is $75 for existing clients and $225 for new clients. The fee is in addition to the cost of tax preparation.

Your extension can be filed with our without calculating the amount of any taxes you might owe or refund you may be entitled to. The cost of determining whether you owe or have a refund is not included in the fee for filing an extension.

Required Information

We need specific information and your authorization before we file your extension. Please complete this form to provide the required information and to pay the associated fee for this service.

Estates & Trusts

The Form 1041 filing deadline for most Trusts is April 15. You can apply for an automatic extension that will give the Trust until September 30th to file.

The 1041 filing deadline for Estates is 3.5 months after the end of the tax year. For calendar year Estates, the deadline is April 15. Filing an extension give the Estate an additional 5.5 months to file.

Oregon Estate Returns

Oregon Estate returns must be filed within 9 months of the date of dealth of the decedent. Estate tax owed must be paid with the extension.

What type of return are you filling an extension for?*

Single 1040Married person filing a joint 1040Head of Household 1040Trust/Estate 1041
Which of the following applies to you?*

PNW Tax has started work on my 2024 tax return, but I need more time.PNW Tax prepared my return in a prior year, but I have not brought my current year information to you.I am a new client.

The fee for filing an extension is $75 for current clients and $225 for new clients.*

Extension - Current ClientThis is the fee to file an electronic extension for an existing client for whom Pacific Northwest Tax Service filed a 2023 return, or who is currently working with staff to prepare your 2024 return. This fee covers the cost of filing the extension only, and is in addition to the cost of preparing the tax return or other service charges.

$75.00

Extension - New ClientThis fee covers the cost of filing the extension only and is in addition to the cost of preparing the tax return or other service charges.

$225.00

Total

$0.00

Credit Card

First Name

Last Name

Credit Card Number

Security Code

Expiration Month

Expiration Year

Billing Address

Street Address

Street Address Line 2

City

State / Province

Postal / Zip Code

Country

Trust/Estate Name
Phone Number*
Please enter a valid phone number.
Email*
example@example.com
Home Address*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code

Individual 1040 Extension Information
We need the following information to prepare your extension:
1. Your full name as it appears on your social security card
2. Your SSN
3. Your date of birth
4. A copy of your photo ID (driver's license, passport, or state ID)
  If you are married, we need spouse's name and SSN
  A copy of your photo ID
If you are filing a joint return, we will need the same information for your spouse.

This is confidential information that you will need to provide to our staff. You can provide this information by submitting it through our secure portal, or you can deliver it to our offices.

This form is in compliance with HIPPA standards and provides a secure means of delivering your confidential information. If you don't want to submit your SSN or date of birth on this form, you will need to provide it to us over the telephone or via our secure Portal.
Name of taxpayer filing the extension*

First NameMiddle NameLast Name
Taxpayer social security number or Estate/Trust EIN *
Taxpayer date of birth*

MonthDayYear
Date
Name of spouse.

First NameLast Name
Spouse social security number
Spouse date of birth

MonthDayYear
Date
A copy of your photo ID(s) (driver's license, passport, or state ID) please provide spouses photo ID as well. *

Cancelof

IRS: Payment of Taxes Due
An extension of time to file your return is NOT an extension of time to pay tax owed. You should pay any taxes you owe with your extension. Which of the following applies to you?*

I am expecting a refund.I owe but can't afford to pay.I will reach out to my tax preparer to figure out how much I should pay.
How do you want to pay taxes owed with your extension to the IRS?*

Direct debit of my bank account (IRS Only)Mail a checkPay online with irs.govNA
Enter the amount you want to pay to IRS with your extension.*
If you selected "Direct debit of my bank account(Federal only)" then please complete the following section
Name of the bank you want to pay your taxes from: Bank Name.
Bank routing number (RTN): Enter RTN
Bank account number Enter Account Number
Is this? Checking Savings

OR: Payment of Taxes Due
Making Payment to Oregon

Your Oregon return is automatically extended when you file a federal extension. There is no separate extension that is filed for Oregon, except where you will timely file a federal return, but need more time to file Oregon.

It is not possible to pay tax to Oregon via direct debit of your bank account when you file the federal extension. You can pay tax to Oregon in one of the following ways:
1. PNW Tax can provide you with a voucher which you will mail to the Oregon Department of Revenue with a check.
2. You can login to your Oregon Revenue Online account and pay your tax using this system.
3. You can download and complete the Oregon payment voucher to mail in whith your payment:
  - Individual paymens: Form OR-40V
  - Fiduciary estate or trust payments: Form 41-V
  - Oregon Estate Transfer Tax Payments: Form OR-706-V
Please select one of the answers below to provide us with instructions on the filing of your Oregon extension.
An extension of time to file your return is NOT an extension of time to pay tax owed. You should pay any taxes you owe with your extension. Which of the following applies to you?*

I am expecting a refund.I owe but can't afford to pay.I will reach out to my tax preparer to figure out how much I should pay.
How do you want to pay taxes owed with your extension to OR?

Pay online with Oregon Revenue OnlineMail a checkI do not want to pay with my extension.
What is the amount of tax you will pay to Oregon with your extension?*

Other States: Payment of Taxes Due
States That Require a Separarte Extension:

Louisiana
New Hampsire (taxes INT+DIV only)
New York
North Carolina
Puerto Rico (3 months)
Tennessee (taxes INT+DIV only)

State That Require a Separate Extension if you Owe Tax:

Connecticut
Delaware
District Of Colombia
Hawaii
Maryland
Pennsylvania (Cannot be electronically extended if owe tax)
West Virginia

States The Accept Federal Extension as a State Extension:

Arizona
Arkansas
Georgia
Indiana
Kentucky
Massachusetts
Michigan
Minnesota
Mississippi
New Jersey
North Dakota
Ohio
Oklahoma
Oregon
South Carolina
Utah
Vermont
Does this extension need to be filed in another state?*

Just an extension for OregonOther
How do you want to pay taxes owed with your extension to this other state?

Pay online with the state's revenue department if applicable.Mail a check
What is the amount of tax you will pay to this other state?
e.g. $800

Additional Information
You will need to send in a payment voucher with each payment you make by check. How would you like to get your voucher(s)?*

I will use the link above to print and complete the voucher myself.I would like PNW Tax to fill out the voucher and put it into my Portal.I will pick the voucher up at your 2100 NE Broadway office.I will pick the voucher up at your 13405 NW Cornell Road Office.I would like you to email the voucher to me.NA
Who on our staff is working to prepare your tax return?

Terms of Engagement
Terms and conditions

You are using this form to ask our staff to prepare and file an extension for your 2024 tax return. Upon receipt of this form and payment of the required fee, our staff will attempt to contact you. We will notify via email when your extension form has been submitted to IRS.

Oregon does not have a direct extension of its own, however your Oregon return is automatically extended when your federal extension is filed.

Submission of this form does not guarantee that your extension will be timely filed and does not indicate a contractual relationship with Pacific Northwest Tax Service.

If you do not receive a phone call or email from our staff, you should assume your extension has NOT been filed and follow up by phoning our offices at 503-646-5600 or 503-288-2000.
Sign here to confirm you agree to the terms and conditions described herein and that the information you have provided in this form is complete and accurate.*

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1040/1041 - Individual/ Estates and Trusts Extension Request Form - 2025

No extension to pay tax

Business and Fiduciary Extensions

Requesting the Extention

Fee

Required Information

Estates & Trusts

Oregon Estate Returns

Making Payment to Oregon

States That Require a Separarte Extension:

State That Require a Separate Extension if you Owe Tax:

States The Accept Federal Extension as a State Extension:

Terms and conditions