Form 8809 - Application For Extension Of Time To File Information Returns Page 2
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Form 8809 (Rev. 9-2015)
Page
When to file. File Form 8809 as soon as you know an extension of
The legal name and TIN on your extension request must
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!
time to file is necessary, but not before January 1 of the filing year.
be exactly the same as the name you provided when
Form 8809 must be filed by the due date of the returns. See the
you applied for your EIN using Form SS-4, Application
chart below that shows the due dates for filing this form on paper or
for Identification Number, the Online Internet EIN
CAUTION
electronically. Payers/filers of Form W-2 whose business has
Application, or the EIN Toll-Free Telephone Service. If a name
terminated should see Terminating a business in the Special
change has been submitted to the IRS, supply the current legal
Reporting Situations for Form W-2 section of the General
name and TIN. Do not use abbreviations.
Instructions for Forms W-2 and W-3 to request an extension.
Enter the name of someone who is familiar with this request
If you are requesting an extension of time to file several types of
whom the IRS can contact if additional information is required.
forms, you may use one Form 8809, but you must file Form 8809 by
Please provide your telephone number and email address.
the earliest due date. For example, if you are requesting an
Line 2. Enter the payer's/filer's nine-digit employer identification
extension of time to file both Forms 1099 and 5498, you must file
number (EIN) or qualified intermediary employer identification
Form 8809 by February 28 (March 31 if you file electronically). You
number (QI-EIN). If you are not required to have an EIN or QI-EIN,
may complete more than one Form 8809 to avoid this problem. An
enter your social security number. Do not enter hyphens.
extension cannot be granted if a request is filed after the filing due
Line 5. Check this box only if you have already received the
date of the information returns.
automatic 30-day extension, and you need an additional extension
The due dates for filing Form 8809 are shown below.
for the same year for the same forms. Do not check this box unless
you requested an original extension.
ELECTRONICALLY,
then the due date
ON PAPER, then the due
If you check this box, be sure to complete line 7.
IF you file Form(s) . . .
is . . .
date is . . .
Signature. No signature is required for the automatic 30-day
W-2
Last day of February
March 31
extension. For an additional extension, Form 8809 must be signed
W-2G
February 28
March 31
by the payer/filer or a person who is duly authorized to sign a return.
1042-S
March 15
March 15
Privacy Act and Paperwork Reduction Act Notice. We ask for the
1094-C
February 28
March 31
information on this form to carry out the Internal Revenue laws of
1095
February 28
March 31
the United States. We use this information to determine if you
1097
February 28
March 31
qualify for an extension of time to file information returns. You are
not required to request an extension of time to file; however, if you
1098
February 28
March 31
request an extension, sections 6081 and 6109 and their regulations
1099
February 28
March 31
require you to provide this information, including your identification
3921
February 28
March 31
number. Failure to provide this information may delay or prevent
3922
February 28
March 31
processing your request; providing false or fraudulent information
may subject you to penalties. Routine uses of this information
5498
May 31
May 31
include giving it to the Department of Justice for civil and criminal
8027
Last day of February
March 31
litigation, and to cities, states, the District of Columbia, and U.S.
If any due date falls on a Saturday, Sunday, or legal holiday, file
commonwealths and possessions for use in administering their tax
by the next business day.
laws. We may also disclose this information to other countries under
a tax treaty, to federal and state agencies to enforce federal nontax
Note: File your information returns as soon as they are ready and
criminal laws, or to federal law enforcement and intelligence
do not send a copy of Form 8809 or any letters with the returns you
agencies to combat terrorism.
file (see exception below).
You are not required to provide the information requested on a
Exception. When filing Form 8027 on paper only, attach a copy of
form that is subject to the Paperwork Reduction Act unless the form
your timely filed Form 8809.
displays a valid OMB control number. Books or records relating to a
Extension period. The automatic extension is 30 days from the
form or its instructions must be retained as long as their contents
original due date. You may request one additional extension of not
may become material in the administration of any Internal Revenue
more than 30 days by submitting a second Form 8809 before the
law. Generally, tax returns and return information are confidential,
end of the first extension period (see Line 5, later). Requests for an
as required by Code section 6103.
additional extension of time to file information returns are not
The time needed to complete and file this form will vary
automatically granted. Generally, requests for additional time are
depending on individual circumstances. The estimated average time
granted only where it is shown that extenuating circumstances
is:
prevented filing by the date granted by the first request.
Recordkeeping .
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4 hr., 4 min.
Note: The automatic extension of time to file and any approved
requests for additional time will only extend the due date for filing
Learning about the law or the form
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. 18 min.
the information returns with the IRS. It does not extend the due date
Preparing and sending
for furnishing statements to recipients.
the form to the IRS .
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. 22 min.
Penalty. Payers/filers may be subject to a late filing penalty if
If you have comments concerning the accuracy of these time
required information returns are filed late and you have not applied
estimates or suggestions for making this form simpler, we would be
for and received an approved extension of time to file. The amount
happy to hear from you. You can send us comments from
of the penalty is based on when you file the correct information
Click on More Information and then click
return. For more information on penalties, see part O in the General
on Give us feedback. Or you can send your comments to the
Instructions for Certain Information Returns, and Penalties in the
Internal Revenue Service, Tax Forms and Publications Division,
Instructions for Form 1042-S, the Instructions for Form 8027, and
1111 Constitution Ave. NW, IR-6526, Washington, DC 20224. Do
the General Instructions for Forms W-2 and W-3.
not send the form to this address. Instead, see Where to file,
earlier.
Specific Instructions
Line 1. Enter the payer's/filer's name and complete mailing
address, including room or suite number of the filer requesting the
extension of time. Use the name and address where you want
correspondence sent. For example, if you are a preparer and want
to receive correspondence, enter your client’s complete name, care
of (c/o) your firm, and your complete mailing address.
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