| If you… | OTS wants your documentation by… | IRS Filing Deadline |
| Live in the US | March 1 | April 18, 2022 |
| Live overseas and expect to have significant tax due | March 1 recommended | June 15, 2022 but interest charged on tax not paid by April 18 |
| Need to file an FBAR to report foreign accounts | With the rest of your tax documentation | April 18, 2022 but with an automatic extension to October 17. |
| Live overseas | Early May | June 15, 2022 |
| Need more time | Notify OTS as early as possible | October 17, 2022 (maybe later if first year overseas) Extension must be filed by April 18 if you’re in the US or June 15 if you’re overseas. |
Notes
- Once you have uploaded your questionnaire and all documentation, you MUST email us to let us know you are ready! We won’t know unless you tell us.
- If your file isn’t complete by March 20 (US filers) or May 20 (overseas filers), we will most likely need to put you on an extension and prepare the return over the summer.
- We do not file an extension for you unless you have been in touch with us prior to the deadline.
- FBAR extensions: Extensions are automatic with no request needed.