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Fillable Form 8809 (2020)

IRS 8809 form is essentially an application for an extension to the deadline for filing information returns.

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What is Form 8809?

Form 8809, Application for Extension of Time To File Information Returns, is an Internal Revenue Service (IRS) form taxpayers use to apply for an extension of time to file informational returns. You may use it to request an initial or additional extension of time to file certain forms for the current tax year.

Filing Form 8809 grants you an automatic 30-day extension of the deadline for any of the following forms:

  • 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-B, Health Coverage
  • Form 1095-C, Employer-Provided Health Insurance Offer and Coverage
  • Form 1097
  • Form 1098, Mortgage Interest Statement
  • Form 1099-NEC, Nonemployee Compensation
  • Form 1099-QA, Distributions from ABLE Accounts
  • 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 5498-ESA, Coverdell ESA Contribution Information
  • Form 5498-QA, ABLE Account Contribution Information
  • Form 5498-SA, HSA, Archer MSA, or Medicare Advantage MSA Information
  • Form 8027, Employer’s Annual Information Return of Tip Income and Allocated Tips

How to fill out Form 8809?

Form 8809 is a single-page document that requires your personal information. Provide all the information correctly to avoid any problems with your application for an extension.

Item 1

Payer’s/filer’s information

Payer’s/filer’s name

Enter your full legal name, as it appears in your tax documents.

Address

Enter your complete address, including your city, state, and ZIP code.

Contact name

Enter the name of the person whom the IRS can contact if additional information is required.

Telephone number

Enter the telephone number of the contact.

Email address

Enter the email address of the contact.

Item 2

Taxpayer identification number (TIN)

Enter your nine-digit TIN.

Item 3

Mark the box to determine your method of filing information returns. Use a separate Form 8809 for each method. You can select:

  • Electronic
  • Paper

Item 4

Enter the total number of payers/filers and attach a typed list of names and TINs if you are requesting an extension for more than one payer/filer.

Item 5

Check the box only if you have already received the automatic 30-day extension and you now need an additional extension for the same year, for the same form. Complete Item 7 if you answered this item.

Item 6

Mark the box or boxes that apply. Do not enter the number of returns. You can select:

  • 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-B, Health Coverage
  • Form 1095-C, Employer-Provided Health Insurance Offer and Coverage
  • Form 1097
  • Form 1098, Mortgage Interest Statement
  • Form 1099-NEC, Nonemployee Compensation
  • Form 1099-QA, Distributions from ABLE Accounts
  • 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 5498-ESA, Coverdell ESA Contribution Information
  • Form 5498-QA, ABLE Account Contribution Information
  • Form 5498-SA, HSA, Archer MSA, or Medicare Advantage MSA Information
  • Form 8027, Employer’s Annual Information Return of Tip Income and Allocated Tips

Item 7

Check the applicable box or boxes that describe your need for an extension. Answer this item if you are requesting an extension for Form W-2 or Form 1099-NEC or if you checked the box on Item 5. The following are situations you can mark to describe the need for an extension:

  • 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, or the statement of sick pay required under section 31.6051-3(a)(1) in time to prepare an accurate information return.

Signature

Enter your signature to declare, under penalties of perjury, that you have examined Form 8809, including any accompanying statements, and to the best of your knowledge and belief, verify that all the information is true, correct, and complete.

Title

Enter your title.

Date

Enter the date you signed Form 8809.

Who should file Form 8809?

Any payer or filer who needs more time to file his or her information returns with the IRS can use Form 8809 before the filing due date.

When to file Form 8809?

You should file Form 8809 as soon as you know you need an extension of time to file your return. However, do not file before January 1 of the year when the return is due.

Form 8809 must be filed by the due date of the returns. The due dates for filing 8809 are as follows:

If you file Form(s) ...

On paper, then the due date is ...

Electronically, then the due date is ...

W-2

January 31

January 31

W-2G

February 28

March 31

1042-S

March 15

March 15

1094-C

February 28

March 31

1095

February 28

March 31

1097, 1098, 1099

February 28

March 31

1099-NEC

January 31

January 31

3921, 3922

February 28

March 31

5498

May 31

May 31

8027

Last day of February

March 31

If a due date falls on a weekend or legal holiday, the next business day becomes the new due date.

According to the instructions page of Form 8809, “all forms other than Forms W-2 or 1099-NEC, you may request an automatic extension of 30 days from the original due date. For these forms, an additional 30-day extension of time to file information returns may be submitted if the initial 30-day extension was granted and the additional extension is filed before the expiration of the initial 30-day extension. Additional 30-day extension requests must be submitted on a paper Form 8809. For Forms W-2 or 1099-NEC, only one 30-day extension of time is available. You can request the one extension for Forms W-2 or 1099-NEC or the additional extension for the other forms if you meet and select one of the criteria listed on Item 7.”

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