IRS Form 8809 Application for Extension of Time to File Information Returns

IRS Form 8809 is a U.S. Department of the Treasury - Internal Revenue Service form also known as the "Application For Extension Of Time To File Information Returns". The latest edition of the form was released in November 1, 2018 and is available for digital filing.

Download a PDF version of the IRS Form 8809 down below or find it on U.S. Department of the Treasury - Internal Revenue Service Forms website.

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8809
Application for Extension of Time
Form
To File Information Returns
(For Forms W-2, W-2G, 1042-S, 1094-C, 1095, 1097, 1098, 1099, 3921, 3922, 5498, and 8027)
OMB No. 1545-1081
(Rev. November 2018)
This form may be filled out online. See How to file below.
Department of the Treasury
Internal Revenue Service
Go to www.irs.gov/Form8809 for the latest information.
Do not use this form to request an extension of time to (1) file Form 1040 (use Form 4868), (2) file Form 1042 (use Form 7004), or (3)
furnish statements to recipients (see Extensions under part M in the General Instructions for Certain Information Returns).
2 Taxpayer identification number (TIN)
1 Payer’s/filer’s information. Type or print clearly in black ink.
(Enter the payer’s nine-digit number.
Do not enter hyphens.)
Payer’s/filer’s name
Address
City
State
ZIP code
Contact name
Telephone number
Email address
3 Check your method of filing information returns
4 If you are requesting an extension for more than one
(check only one box). Use a separate Form 8809
payer/filer, enter the total number of payers/filers and
for each method.
attach a list of names and TINs. See How to file
below for details.
electronic
paper
5
Check this box only if you already requested the automatic extension and you now need an additional extension. See instructions.
6
Check only the box(es) that apply. Do not enter the number of returns.
Form(s)
Form(s)
Form(s)
here
here
here
W-2
5498
8027
1097, 1098, 1099, 3921, 3922, W-2G
5498-ESA
1094-C, 1095-C
1099-MISC reporting NEC only
5498-QA
1095-B
1042-S
5498-SA
1099-QA
7
If you are requesting an extension for Forms W-2 or 1099-MISC reporting NEC only, or if you checked the box on line 5, you
must meet one of the following criteria. Check the applicable box(es) that describes your need for an extension.
The filer suffered a catastrophic event in a federally declared
Death, serious illness, or unavoidable absence of the individual
disaster area that made the filer unable to resume operations or
responsible for filing the information returns affected the operation
made necessary records unavailable .
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of the filer
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The filer was in the first year of establishment .
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Fire, casualty, or natural disaster affected the operation of the
filer
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The filer did not receive data on a payee statement such as
Schedule K-1, Form 1042-S, or the statement of sick pay required
under section 31.6051-3(a)(1) in time to prepare an accurate
information return .
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Under penalties of perjury, I declare that I have examined this form, including any accompanying statements, and, to the best of my knowledge and belief, it is true, correct, and
complete.
Signature
Title
Date
General Instructions
made by the due date of the return. Note: A list that contains names
and TINs cannot be attached to the fill-in Form 8809.
Purpose of form. Use Form 8809 to request an initial or additional
• Electronically through the FIRE System in a file formatted according to
extension of time to file only the forms shown on line 6 for the current
the specifications in Pub. 1220.
tax year.
• On paper Form 8809. Mail the form to the address shown in Where to
Note: Extension requests for Forms 1099-MISC reporting nonemployee
file, later. You are encouraged to submit your requests electronically.
compensation (NEC) in box 7, 1099-QA, 5498-QA, and W-2 must be
There are no automatic extension requests for Forms W-2 or
submitted on paper.
!
1099-MISC reporting NEC. Requests must be submitted on
Who should file. Payers/filers who need more time to file information
paper with line 7 completed and signed by the filer/
returns with the IRS should file this form before the filing due date. See
transmitter or person duly authorized to sign a return.
CAUTION
When to file, later.
Where to file. Send Form 8809 to:
How to file. Extensions may be requested:
Department of the Treasury
• Online by completing a fill-in Form 8809 through the FIRE System at
Internal Revenue Service Center
https://fire.irs.gov for an automatic 30-day extension (not available for
Ogden, UT 84201-0209
Form W-2, 1099-MISC reporting NEC, 1099-QA, 5498-QA, or additional
30-day extension requests for all form types listed in box 6).
Acknowledgements are automatically displayed online if the request is
8809
For Privacy Act and Paperwork Reduction Act Notice, see page 2.
Form
(Rev. 11-2018)
Cat. No. 10322N
8809
Application for Extension of Time
Form
To File Information Returns
(For Forms W-2, W-2G, 1042-S, 1094-C, 1095, 1097, 1098, 1099, 3921, 3922, 5498, and 8027)
OMB No. 1545-1081
(Rev. November 2018)
This form may be filled out online. See How to file below.
Department of the Treasury
Internal Revenue Service
Go to www.irs.gov/Form8809 for the latest information.
Do not use this form to request an extension of time to (1) file Form 1040 (use Form 4868), (2) file Form 1042 (use Form 7004), or (3)
furnish statements to recipients (see Extensions under part M in the General Instructions for Certain Information Returns).
2 Taxpayer identification number (TIN)
1 Payer’s/filer’s information. Type or print clearly in black ink.
(Enter the payer’s nine-digit number.
Do not enter hyphens.)
Payer’s/filer’s name
Address
City
State
ZIP code
Contact name
Telephone number
Email address
3 Check your method of filing information returns
4 If you are requesting an extension for more than one
(check only one box). Use a separate Form 8809
payer/filer, enter the total number of payers/filers and
for each method.
attach a list of names and TINs. See How to file
below for details.
electronic
paper
5
Check this box only if you already requested the automatic extension and you now need an additional extension. See instructions.
6
Check only the box(es) that apply. Do not enter the number of returns.
Form(s)
Form(s)
Form(s)
here
here
here
W-2
5498
8027
1097, 1098, 1099, 3921, 3922, W-2G
5498-ESA
1094-C, 1095-C
1099-MISC reporting NEC only
5498-QA
1095-B
1042-S
5498-SA
1099-QA
7
If you are requesting an extension for Forms W-2 or 1099-MISC reporting NEC only, or if you checked the box on line 5, you
must meet one of the following criteria. Check the applicable box(es) that describes your need for an extension.
The filer suffered a catastrophic event in a federally declared
Death, serious illness, or unavoidable absence of the individual
disaster area that made the filer unable to resume operations or
responsible for filing the information returns affected the operation
made necessary records unavailable .
.
.
.
.
.
.
.
of the filer
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
The filer was in the first year of establishment .
.
.
.
.
Fire, casualty, or natural disaster affected the operation of the
filer
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
The filer did not receive data on a payee statement such as
Schedule K-1, Form 1042-S, or the statement of sick pay required
under section 31.6051-3(a)(1) in time to prepare an accurate
information return .
.
.
.
.
.
.
.
.
.
.
.
.
.
Under penalties of perjury, I declare that I have examined this form, including any accompanying statements, and, to the best of my knowledge and belief, it is true, correct, and
complete.
Signature
Title
Date
General Instructions
made by the due date of the return. Note: A list that contains names
and TINs cannot be attached to the fill-in Form 8809.
Purpose of form. Use Form 8809 to request an initial or additional
• Electronically through the FIRE System in a file formatted according to
extension of time to file only the forms shown on line 6 for the current
the specifications in Pub. 1220.
tax year.
• On paper Form 8809. Mail the form to the address shown in Where to
Note: Extension requests for Forms 1099-MISC reporting nonemployee
file, later. You are encouraged to submit your requests electronically.
compensation (NEC) in box 7, 1099-QA, 5498-QA, and W-2 must be
There are no automatic extension requests for Forms W-2 or
submitted on paper.
!
1099-MISC reporting NEC. Requests must be submitted on
Who should file. Payers/filers who need more time to file information
paper with line 7 completed and signed by the filer/
returns with the IRS should file this form before the filing due date. See
transmitter or person duly authorized to sign a return.
CAUTION
When to file, later.
Where to file. Send Form 8809 to:
How to file. Extensions may be requested:
Department of the Treasury
• Online by completing a fill-in Form 8809 through the FIRE System at
Internal Revenue Service Center
https://fire.irs.gov for an automatic 30-day extension (not available for
Ogden, UT 84201-0209
Form W-2, 1099-MISC reporting NEC, 1099-QA, 5498-QA, or additional
30-day extension requests for all form types listed in box 6).
Acknowledgements are automatically displayed online if the request is
8809
For Privacy Act and Paperwork Reduction Act Notice, see page 2.
Form
(Rev. 11-2018)
Cat. No. 10322N
2
Form 8809 (Rev. 11-2018)
Page
Specific Instructions
Need help? If you have questions about Form 8809, call the IRS toll free
at 866-455-7438 or 304-263-8700 (not toll free). Persons with a hearing
Line 1. Enter the payer’s/filer’s name, in care of name, and complete
or speech disability with access to TTY/TDD equipment can call
mailing address, including room or suite number of the filer requesting
304-579-4827 (not toll free).
the extension of time. Use the name and address where you want
Also, see Pub. 1220 and Pub. 1187. For additional information, see
correspondence sent. For example, if you are a preparer and want to
Topic 803, Waivers and Extensions, at www.irs.gov/TaxTopics.
receive correspondence, enter your client’s complete name, care of (c/o)
Note: Specifications for filing Forms W-2, Wage and Tax Statement,
your firm, and your complete mailing address.
electronically are only available from the Social Security Administration
The legal name and TIN on your extension request must be
(SSA). Call 800-772-6270 for more information or visit the SSA’s
!
exactly the same as the name you provided when you
Employer W-2 Filing Instructions & Information page at
applied for your EIN using Form SS-4, the Online Internet
www.socialsecurity.gov/employer.
EIN Application, or the EIN Toll-Free Telephone Service. If a
CAUTION
When to file. File Form 8809 as soon as you know an extension of time
name change has been submitted to the IRS, supply the current legal
to file is necessary, but not before January 1 of the filing year. Form
name and TIN. Do not use abbreviations.
8809 must be filed by the due date of the returns. See the chart below
Enter the name of someone who is familiar with this request whom the
that shows the due dates for filing this form on paper or electronically.
IRS can contact if additional information is required. Please provide your
Payers/filers of Form W-2 whose business has terminated should see
telephone number and email address.
Terminating a business in the Special Reporting Situations for Form W-2
Line 2. Enter the payer’s nine-digit employer identification number (EIN),
section of the General Instructions for Forms W-2 and W-3 to request an
qualified intermediary employer identification number (QI-EIN),
extension.
withholding foreign partnership employer identification number
If you are requesting an extension of time to file several types of
(WP-EIN), or withholding foreign trust employer identification number
forms, you may use one Form 8809, but you must file Form 8809 by the
(WT-EIN). If you are not required to have an EIN or QI-EIN, enter your
earliest due date. For example, if you are requesting an extension of
social security number. Do not enter hyphens.
time to file both Forms 1098 and 5498, you must file Form 8809 by
Line 5. Check this box only if you have already received the automatic
February 28 (March 31 if you file electronically). You may complete more
30-day extension, and you need an additional extension for the same
than one Form 8809 to avoid this problem. An extension cannot be
year for the same forms. Do not check this box unless you requested an
granted if a request is filed after the filing due date of the information
original extension. Additional 30-day extension requests must be
returns.
submitted on paper.
If you plan to file Form 1099-MISC reporting nonemployee
!
If you check this box, be sure to complete line 7.
compensation (NEC) payments in box 7, you must request
an extension no later than January 31.
Signature. No signature is required for the automatic 30-day extension
(not available for Forms W-2 or 1099-MISC reporting NEC). For an
CAUTION
additional extension or to request a 30-day nonautomatic extension for
The due dates for filing Form 8809 are shown below.
Form W-2 and/or Form 1099-MISC reporting NEC, Form 8809 must be
ELECTRONICALLY,
signed by the filer/transmitter or person duly authorized to sign a return.
then the due date
ON PAPER, then the due
IF you file Form(s) . . .
date is . . .
is . . .
Privacy Act and Paperwork Reduction Act Notice. We ask for the
W-2
January 31
January 31
information on this form to carry out the Internal Revenue laws of the
W-2G
February 28
March 31
United States. We use this information to determine if you qualify for an
extension of time to file information returns. You are not required to
1042-S
March 15
March 15
request an extension of time to file; however, if you request an
1094-C
February 28
March 31
extension, sections 6081 and 6109 and their regulations require you to
1095
February 28
March 31
provide this information, including your identification number. Failure to
provide this information may delay or prevent processing your request;
1097, 1098, 1099
February 28
March 31
providing false or fraudulent information may subject you to penalties.
1099-MISC (NEC only)
January 31
January 31
Routine uses of this information include giving it to the Department of
3921, 3922
February 28
March 31
Justice for civil and criminal litigation, and to cities, states, the District of
Columbia, and U.S. commonwealths and possessions for use in
5498
May 31
May 31
administering their tax laws. We may also disclose this information to
8027
Last day of February
March 31
other countries under a tax treaty, to federal and state agencies to
If any due date falls on a Saturday, Sunday, or legal holiday, file by the
enforce federal nontax criminal laws, or to federal law enforcement and
next business day.
intelligence agencies to combat terrorism.
Note: File your information returns as soon as they are ready and do not
You are not required to provide the information requested on a form
send a copy of Form 8809 or any letters with the returns you file (see
that is subject to the Paperwork Reduction Act unless the form displays
Exception below).
a valid OMB control number. Books or records relating to a form or its
instructions must be retained as long as their contents may become
Exception. When filing Form 8027 on paper only, attach a copy of your
material in the administration of any Internal Revenue law. Generally, tax
timely filed Form 8809.
returns and return information are confidential, as required by Code
Extension period. The automatic extension (if available) is 30 days from
section 6103.
the original due date. If you receive an automatic extension, you may
The time needed to complete and file this form will vary depending on
request one additional extension of not more than 30 days by submitting
individual circumstances. The estimated average time is:
a second Form 8809 before the end of the first extension period (see
Line 5, later). Only one extension of time to file Forms W-2 or
Recordkeeping
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4 hr., 4 min.
1099-MISC reporting NEC is available. You can only request an
Learning about the law or the form .
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. 18 min.
additional extension of time to file other information returns or an
Preparing and sending
extension of time to file Forms W-2 or 1099-MISC reporting NEC if you
the form to the IRS .
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. 22 min.
meet and select one of the criteria listed on line 7.
If you have comments concerning the accuracy of these time
Note: Any approved extension of time to file will only extend the due
estimates or suggestions for making this form simpler, we would be
date for filing the information returns with the IRS. It does not extend the
happy to hear from you. You can send us comments from
due date for furnishing statements to recipients.
www.irs.gov/FormComments. Or you can send your comments to the
Penalty. Payers/filers may be subject to a late filing penalty. For more
Internal Revenue Service, Tax Forms and Publications Division, 1111
information on penalties, see part O in the General Instructions for
Constitution Ave. NW, IR-6526, Washington, DC 20224. Do not send
Certain Information Returns, and Penalties in the Instructions for Form
the form to this address. Instead, see Where to file, earlier.
1042-S, the Instructions for Form 8027, and the General Instructions for
Forms W-2 and W-3.

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