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Filing 4868 extension when no tax is due

Forum|Forum|5 years ago
March 12, 2021
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Due to an error, my mom's 1099-g has my ssn on it. We have been trying to resolve this for months now with the Department of Labor but they have yet to respond. I do not want any problems when I file my taxes. My mom will obviously be claiming the 1099g on her taxes as unemployment earned, but I am afraid to file my taxes in case the IRS thinks I am trying to get out of paying taxes on unemployment since the 1099g is associated with my SSN.

At this point I am thinking I will just request an extension for my due date. Can I request an extension if I am due a refund? I would rather wait for my refund than deal with any issues with the IRS thinking I am trying to get out of paying unemployment taxes. If so, do I just file form 4868 and put $0 for lines 4-7 Estimate of total tax liability for 2020, balance due, etc?

Best answer by AnnetteB6

Yes, you can request an extension to file your return if you are due a refund.

You can enter $0 for your tax liability and tax payments or take a look at your Form 1040 to enter the actual numbers on line 24 (total tax) and line 33 (total payments).

If you are using TurboTax Online, see the information in the following article for instructions to file an extension:

How do I file an IRS extension (Form 4868) in TurboTax Online?

Also see: Do I need to file an extension if I'm getting a refund?

A

AnnetteB6Answer

Yes, you can request an extension to file your return if you are due a refund.

You can enter $0 for your tax liability and tax payments or take a look at your Form 1040 to enter the actual numbers on line 24 (total tax) and line 33 (total payments).

If you are using TurboTax Online, see the information in the following article for instructions to file an extension:

How do I file an IRS extension (Form 4868) in TurboTax Online?

Also see: Do I need to file an extension if I'm getting a refund?

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fanfare

Employee

why is your SSN on her benefits?

In any case,

IRS says:
you should contact your UI division and they should issue to you a corrected 1099-G showing zero as soon as possible.

fanfare

Employee

If you are due a refund, then there is no need to request more time with 4868.

there is no penalty for filing late in that case.

A

Anonymous

Please ignore user "fanfare"'s comment about no need to file a 4868 when a refund is due. While it is true that there is no penalty when a refund is owed, that is really one of those things that is kind of a "relief" when you learn about it and have filed late or are filing at the last minute and miss the deadline by a few minutes.

You absolutely should file an extension if you know that you will be late filing your tax return. Many of your important rights as a taxpayer revolve around "a timely filed tax return", which includes a return with a valid extension. While it may be seldom that this comes up in a meaningful way, when it does, it is a really big deal. So, since you know what an extension is, and how to file it, do so. It's free, it's easy, it protects your rights, and it's actually the law.