Extension Form 8809: What You Need to Know

Did you know that you can get an extra 30 days to e-file your information returns with the IRS? All you have to do is apply with Form 8809!

What is Form 8809?
Form 8809 is officially titled the Application for Extension of Time to File Information Returns. If you don’t think you’ll be able to have the information returns you’re required to file each year ready on time, you can apply for a quick 30-day extension of time to file with Form 8809.

Now, a couple things to keep in mind about Form 8809:

• It must be filed by the original filing deadline you’re trying to extend. We recommend not waiting til the last minute for this, though, since W-2 extensions are no longer automatic and you’ll need to get verification your extension has been granted.
• Form 8809 does not extend your deadline for having your employee or recipient copies mailed out. So even if you receive an extension to file your 1099 Forms with the IRS, you’ll still need to make sure you have those recipient copies out by the original deadline.

For Which Forms Can I Use Form 8809?

Form 8809 can be used for a myriad of forms, namely Forms

• W-2,
• 1094-C, 1095-C,
• 1095-B,
• 1097, 1098, 1099, 3921, 3922, W-2G,
• 1042-S,
• 5489,
• 5489-ESA,
• 5498-SA, and
• 8027.

Can Form 8809 Be E-filed?
Yes and no. For most forms, Form 8809 can be e-filed, however, this year is the first year Form 8809 must be completed on paper for W-2 Forms. For every other form, you can e-file Form 8809 with an IRS-authorized filing agent (like ExpressIRSForms*). However, Form W-2 extension requests must be mailed to:

Internal Revenue Service

Attn: Extension of Time Coordinator

240 Murall Drive, Mail Stop 4360

Kearneysville, WV 25430

*For more information about e-filing Form 8809 with ExpressIRSForms, check out our website or give our support team a call! We’re here Monday through Friday, 9:00 a.m. to 6:00 p.m. EST, via phone (704-684-4751) and live chat and we offer 24/7 assistance via email at support@ExpressIRSForms.com!

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E-file Form 8809 to Extend Your 1099 & W-2 Deadline

In case you hadn’t heard, the deadline to have your 1099 and W-2 Forms e-filed with the IRS is this Thursday, March 31. Now, you do have until 11:59 p.m. your time to get these forms transmitted, which means you’ve got the better part of four days to get everything done. But if that still seems like a pretty daunting task, have we got a form for you!

Form 8809, Application for Extension of Time to File Information Returns, can be e-filed for an automatic extra 30 days to e-file your 1099 and W-2 forms. Even better: it can be e-filed through ExpressIRSForms! It’s only $2.99 to process, and if you do pull off your filing by Thursday, you won’t be penalized for having filed an extension form. Just think of it as your very own tax-filing safety net. We’ll even show you how to e-file it now:

From your Dashboard, select Start New Form. A pop-up will appear, from which you can select to File an Extension:

On the next page, you’ll enter your payer information, or the information of the person or entity applying for an extension. You can do this by selecting a payer from the drop-down menu, or manually entering your payer information and clicking Next.

On the next screen, you’ll select which forms you need to extend. In this example, I chose to extend the filing due date for my W-2 forms:

Click Next to continue to your Summary screen. From here you can review and delete and extension forms you’ve started. You can also add a new extension form for another payer by selecting the option circled below:

Once you’re satisfied with your extension(s), click Continue to view a summary of your transaction before checking out:

Click Continue, and on the next page, you’ll select a credit card you’ve already entered or enter the details for a new one to pay the processing fee to e-file your extension. Once you’ve made sure your payment is secure, click to continue to the next page.

You’ll see this summary screen before your form is transmitted. Remember: your extension form will not be sent to the IRS until you hit that big, green “Pay and Transmit” button. We’ll then keep you updated on the status of your extension via email. So long as everything goes well - and depending on IRS wait times - you could be approved for 30 extra days to file in less than 30 minutes!

If you have any questions or need help e-filing your Form 8809 extension, feel free to reach out to our support team. We’re always happy to help! You can give us a call (704-839-2270) or send us a live chat Monday through Friday, 9:00 a.m. to 6:00 p.m. EDT. Need after hours help? Send us an email to support@ExpressIRSForms.com.

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