How to File a Tax Extension Lesson

In this lesson students will learn how to file a tax extension to get some extra time to prepare for their taxes. Includes instructions on how to file IRS Form 4868 and tips to use the extension wisely.


Use this video lesson on the topic of understanding the IRS W-2 form. Learn basic tax and related concepts of:

  • Tax extension process
  • Reasons for extension
  • IRS Form 4868
  • Submitting the form
  • Confirmation from IRS
  • Deadline and penalties


9-12th grades. High School. Adult Education.


25-35 minutes. It may be necessary to adjust the lesson plan and allocate more or less time to certain topics, depending on the needs and interests of the students.


Hand out the worksheet below (see the GET LESSON button near the bottom of the page).

Show students the video and have and have them complete the worksheet.  Review the questions on the worksheet.  A more comprehensive and detailed lesson plan can be accessed below for further instruction and study.

How to File a Tax Extension

After watching the video, have students tell what the most important things they learned from the video.

Additional Resources

See our additional resources on taxes:


Lesson Plan: How to File a Tax Extension


By the end of this lesson, students will be able to understand the process of filing for a tax extension and be able to complete IRS Form 4868.


  • “How to File Tax Extension” video
  • IRS Form 4868
  • Pen or pencil


Begin the lesson by asking students if they know what a tax extension is and why someone might need to file for one. Encourage a brief class discussion to gauge prior knowledge.

Introduce the video “How to File Tax Extension” and explain that students will be watching and taking notes on the steps to complete IRS Form 4868. Play the video for the class.

After the video, distribute copies of IRS Form 4868 and provide time for students to fill out the form based on the instructions from the video. Walk around the room to provide support and answer any questions students may have.

Once students have completed the form, have them check their work with a partner or in small groups. Collect the completed forms from students and briefly review them to ensure understanding.

Conclude the lesson by reviewing the key points from the video and summarizing the process of filing for a tax extension. Encourage students to seek out additional resources or consult with a tax professional if they have any questions or concerns.


The completed IRS Form 4868 can serve as a formative assessment of student understanding. You can also ask students to share what they learned from the video or to write a short reflection on the process of filing for a tax extension.

How to File a Tax Extension

How to File a Tax Extension

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