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 (10% discount) |
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. |
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 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.