Filing taxes may seem overwhelming, but it doesn’t have to be. Ensuring that you have all the necessary documents and using the above checklist can help make the process seamless and more stress-free. 

Need more time? Getting an extension to file is easy. You just need to submit IRS Form 4868 either electronically or by paper. But an extension does not mean you get more time to pay.

You still have to estimate your tax liability and pay that amount by April 18. What’s more, the IRS will automatically process an extension when you pay part or all of your estimated income tax electronically. Still confused? To help ensure that your taxes are accurately prepared, it’s beneficial to partner with a financial professional experienced with tax planning in your state.