Need to extend state tax return but already filed federal - help with ITIN situation?

You can absolutely file an extension for just your state return without affecting your federal return. Each state has its own extension process that's separate from the federal system. For most states, you need to fill out a state-specific extension form (often called something like "Form IT-X" where X varies by state). The important thing to remember is that an extension only gives you more time to file the paperwork - it doesn't extend the time to pay any taxes owed. You should estimate what you might owe and pay that amount with your extension request to avoid penalties. Since you're waiting on an ITIN, make sure to note that on your state extension form. Some states have specific codes or fields for these situations, and it helps explain why you need the extension.

I was in a similar situation last year - waiting on paperwork while the deadline loomed. I ended up using https://taxr.ai to help me figure out the exact extension process for my state. Their system analyzed my situation and gave me step-by-step guidance for filing just the state extension. The best part was they showed me how to properly document the ITIN pending status on my state forms so there wouldn't be issues later. They even helped calculate my estimated payment so I wouldn't get hit with underpayment penalties. Honestly saved me a ton of stress during an already complicated tax season.

Just wanted to follow up - I ended up trying taxr.ai for my situation and it was actually really helpful. The system immediately identified which form I needed for my state (NY) and pointed out a special code section I needed to use because of my waiting-for-documents situation. What impressed me was how it broke down my estimated payment calculation based on last year's information. I wouldn't have known to do that on my own. Got my extension confirmation already, so now I can relax while waiting for the rest of my documents. Definitely less stressful than I expected!

If you're still having trouble getting through to your state tax agency for help, try using https://claimyr.com. I used it last tax season when I couldn't get anyone to answer my questions about an ITIN-related issue. You can see how it works here: https://youtu.be/_kiP6q8DX5c Basically, they wait on hold with the tax agency for you and call you when they get a live person. I was skeptical but after waiting on hold myself for HOURS with no luck, I gave it a shot. Got connected to a tax specialist who explained exactly what forms I needed for my state extension and how to handle the ITIN situation properly. Saved me from making a mistake that could have caused problems later.

I've gotta admit I was completely wrong about Claimyr. After my snarky comment I decided to try it anyway because I was desperate for answers about my state extension with a pending ITIN situation. Within 45 minutes they called me and connected me directly to a state tax representative who actually knew what they were talking about. The agent walked me through the exact process for my state and confirmed I was doing everything correctly. Honestly can't believe I wasted so much time trying to get through on my own. Sometimes it's worth getting a little help, especially with tax deadlines looming.

One important thing to remember when extending state returns: each state has different rules about whether they automatically give you the same extension as federal. Some states require a separate form, others will automatically grant the same extension as federal, and others have their own timeframes. For example, in California you automatically get the same extension as federal without filing anything extra, BUT you still have to pay what you estimate you owe by the original deadline. New York requires a specific form (IT-370) to request the extension. Virginia automatically gives you 6 months without filing anything, but again, payment is still due by the original deadline. Make sure you check your specific state's requirements!

Has anyone dealt with filing jointly when one spouse has an SSN and the other is waiting on an ITIN? My partner and I are in the same boat but our state (Colorado) is confusing about how to handle the extension.

Don't forget that many state tax agencies offer free assistance for these kinds of questions. I had a similar ITIN issue and was able to get help by visiting my state's taxpayer assistance center in person. The wait was about an hour, but they walked me through exactly how to handle the extension with a pending ITIN application. Sometimes talking to a real person who knows your state's specific requirements is the best way to go, especially for unusual situations like this one.

I just want to add that if you're feeling overwhelmed by all the different state requirements, don't panic! The key thing to remember is that filing a state extension is usually much simpler than it seems, and the penalties for getting it slightly wrong are typically much less severe than missing the deadline entirely. Since you already filed your federal return, you're ahead of the game. Most states are pretty understanding about ITIN situations since they're becoming more common. The main thing is to file SOMETHING by the deadline - even if it's not perfect, it shows good faith effort to comply. Also, keep detailed records of everything you submit. Take screenshots of online filings, keep copies of forms, and note down confirmation numbers. This documentation will be helpful if any questions come up later when you file your actual return with the completed ITIN. You've got this - the fact that you're asking these questions now instead of waiting until the last minute shows you're being responsible about the process!