As of January 4, 2021, the IRS is expecting to follow a normal filing season schedule. We will attempt to keep this updated if there are any changes. See also our latest newsletter, available from the Login page, and our COVID-19 page.
|If you…||OTS wants your documentation by…||IRS Filing Deadline|
|Live in the US||March 1
|April 15, 2021|
|Live overseas and expect to have significant tax due||March 1 recommended (10% discount)||June 15, 2021
but interest charged on tax not paid by April 15
|Need to file an FBAR to report foreign accounts||With the rest of your tax documentation||April 15, 2021
but with an automatic extension to October 15.
|Live overseas||Early May
(10% discount if file complete by March 1; extensions likely after May 20)
|June 15, 2021|
|Need more time||Notify OTS as early as possible||October 15 (maybe later if first year overseas)
Extension must be filed by April 15 if you’re in the US or June 15 if you’re overseas.
- 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 May 20, we will most likely need to put you on an extension and prepare the return after the summer.
- We charge rush fees if your file is complete less than three weeks before your return is due.
- FBAR extensions: Extensions are automatic with no request needed.