Tax extension document checklist

Picnic Tax
2025 return · on extension

Tax extension document checklist

You filed Form 4868. The 2025 federal return is still due October 15, 2026. An extension to file is not an extension to pay. Check off what you have. Mark “N/A” if it does not apply. The still-missing list at the bottom is meant to be screenshotted.

File by Thu, Oct 15, 2026 Form 4868 already filed Tax year 2025
This is a completeness tool, not a calculator and not a substitute for a CPA. If you moved, sold crypto, had equity vesting, issued 1099s, or have K-1s still outstanding, start those threads now — they are what usually blows the October date.
0 of 0 gathered 0%

N/A items are removed from the denominator. Progress is saved in this browser only.

Still missing

    This is a checklist, not advice. Picnic Tax is not your CPA because you used this page. Some forms (K-1s, corrected 1099s, 1099-DA) arrive late; if a form will not exist, mark N/A rather than leaving it hanging. State returns often follow the federal extension, but not always — check each state.

    Still on extension? A US CPA can finish this. Picnic Tax personal returns start around $250.

    Personal from about $250 · Planning from about $300 · Small business from about $750 · picnictax.com

    Picnic Tax matches people and small businesses with independent US CPAs. Documents are for the 2025 tax year return due October 15, 2026.

    Get a quote from a U.S. CPA