What is Form 8809?
Form 8809, Application for Extension of Time To File Information Returns, is an Internal Revenue Service (IRS) form used by businesses and individuals who want to request an extension to file for information returns.
Information returns are forms reporting tax-related information to taxpayers and government agencies. If you don’t file them on time and you don’t have a valid extension of the due date, you may have to pay a penalty to the IRS. These forms are:
- Form W-2, Wage and Tax Statement
- Form W-2G, Certain Gambling Winnings
- Form 1042-S, Foreign Person’s U.S. Source Income Subject to Withholding
- Form 1094-C, Transmittal of Employer-Provided Health Insurance Offer and Coverage Information Returns
- Form 1095, Health Insurance Marketplace Statement
- Form 1097, Bond Tax Credit
- Form 1098, Mortgage Interest Statement
- Form 1099, Miscellaneous Income
- Form 3921, Exercise of an Incentive Stock Option Under Section 422(b)
- Form 3922, Transfer of Stock Acquired Through an Employee Stock Purchase Plan Under Section 423(c)
- Form 5498, IRA Contribution Information
- Form 8027, Employer’s Annual Information Return of Tip Income and Allocated Tips
IRS Form 8809 cannot be used to request an extension of the filing deadline for business or personal income tax returns, or any other forms not listed above.
Extensions may be requested online by completing the 8809 form through IRS’s Filing Information Returns Electronically (FIRE) System for an automatic 30-day extension (not available for Forms W-2, 1099-NEC, 1099-QA, 5498-QA). Acknowledgments are automatically displayed online if the request is made by the due date of the return. You may also send your request by mail by filling out a physical copy of Form 8809 IRS and mailing it to:
Department of the Treasury
Internal Revenue Service Center
Ogden, UT 84201-0209
File IRS 8809 form as soon as you know an extension of time to file is necessary, but not before January 1 of the year in which the return is due. The 8809 IRS form must be filed by the due date of the returns. The due dates for filing Form 8809 are shown below.
- Form W-2 – Electronically and on paper: January 31.
- Form W-2G – Electronically: March 31; On paper: February 28.
- Form 1042-S – Electronically and on paper: March 15.
- Form 1094-C – Electronically: March 31; On paper: February 28.
- Form 1095 – Electronically: March 31; On paper: February 28.
- Forms 1097, 1098, 1099 – Electronically: March 31; On paper: February 28.
- Form 1099-NEC – Electronically and on paper: January 31.
- Forms 3921, 3922 – Electronically: March 31; On paper: February 28.
- Form 5498 – Electronically and on paper: May 31.
- Form 8027 – Electronically: March 31; On paper: Last day of February.
If any due date falls on a Saturday, Sunday, or legal holiday, file by the next business day.
How to fill out Form 8809?
Filling out Form 8809 is quick and simple. You can download and print a PDF copy of Form 8809 from the Internal Revenue Service (IRS) website that you can manually complete. But for your convenience, you can also fill out Form 8809 electronically on PDFRun. By following the instructions below, you can accomplish the form in minutes.
Enter your name.
Enter your mailing address, including the room or suite number.
Enter the city where you reside.
Select the state where you reside on the drop-down list.
Enter the ZIP code where you reside.
Enter the name of someone who is familiar with this request whom the IRS can contact if additional information is required.
Enter your telephone number.
Enter your email address.
Enter your nine-digit employer identification number (EIN), qualified intermediary employer identification number (QI-EIN), withholding foreign partnership employer identification number (WP-EIN), or withholding foreign trust employer identification number (WT-EIN).
If you are not required to have an EIN or QI-EIN, enter your social security number (SSN).
Note: Do not enter hyphens.
Mark the appropriate box for your method of filing information returns. You may select:
Use a separate Form 8809 for each method.
If you are requesting an extension for more than one payer or filer, enter the total number of payers or filers and attach a typed list of names and TINs.
If you’re sending an individual Form 8809 for each request, do not enter an amount.
Mark the box if you have already received the automatic 30-day extension, and you need an additional extension for the same year for the same forms.
Do not mark the box unless you requested an original extension.
If you mark the box, make sure to complete line 7.
Mark the boxes of the forms that apply. You may select:
- Form W-2
- Forms 1097, 1098, 1099, 3921, 3922, W-2G
- Form 1099-NEC
- Form 1042-S
- Form 5498
- Form 5498-ESA
- Form 5498-QA
- Form 5498-SA
- Form 8027
- Forms 1094-C, 1095-C
- Form 1095-B
- Form 1099-QA
Do not enter the number of returns.
If you are requesting an extension for Forms W-2, Wage and Tax Statement, or 1099-NEC, Nonemployee Compensation, or if you marked the box on line 5, you must meet one of the following criteria. Mark the appropriate boxes that describe your need for an extension. You may select:
- The filer suffered a catastrophic event in a federally declared disaster area that made the filer unable to resume operations or made necessary records unavailable.
- Fire, casualty, or natural disaster affected the operation of the filer.
- Death, serious illness, or unavoidable absence of the individual responsible for filing the information returns affected the operation of the filer.
- The filer was in the first year of establishment.
- The filer did not receive data on a payee statement such as Schedule K-1, Form 1042-S, Annual Withholding Tax Return for U.S. Source Income of Foreign Persons, or the statement of sick pay required under section 31.6051-3(a)(1) in time to prepare an accurate information return.
Affix your signature.
No signature is required for the automatic 30-day extension. For an additional extension or to request a 30-day non-automatic extension for Form W-2, Wage and Tax Statement, and/or Form 1099-NEC, Nonemployee Compensation, Form 8809 must be signed by the filer or person duly authorized to sign a return.
Enter a title describing your role in the business.
Enter the date you signed the form.