The US Department of the Treasury advances certain requests to taxpayers who submit tax return disclosures. Despite the high priority to file correct and authentic data, all preparers must comply with the due date requirements and deliver completed forms on time. Still, emergencies and unpredictable situations of admissible reasons may qualify the payers to apply for additional time and file the necessary tax disclosures avoiding penalties and fines.
US taxpayers are empowered by the IRS to prepare specific requests known as Application for Extension of Time 8809 Forms to claim the privilege of extra time to prepare the reports for the tax year at issue.
The claim for time extension can be used to file one or more return disclosures at once. Make sure to comply with the deadline requirements that we provide in further sections of this review to be approved for additional filing time. Also, you need to keep in mind that some forms can be submitted only on paper. Check the details on the IRS official web page.
The filers are welcome to submit the form via the preferred method:
The filers are welcome to use our advanced template-building software to generate and fill in the required PDF form online. Also, you can visit the IRS site and download the needed document. Follow the guide below to learn the specifics of how to complete and file the referenced application.
Identify the Preparer
In Unit 1, the preparer should introduce themselves and disclose the ID info as follows:
Disclose the Tax Identification
In Unit 2, the preparer needs to enter the taxpayer ID number. Use the nine characters of TIN avoiding the hyphens. It is vital to submit the name as indicated when applying for the EIN and TIN. If the taxpayer has changed the name, the adjustments must be declared at the IRS. If all the necessary actions are executed, disclose the current personal data for the taxpayer ID number.
Specify the Preferred Method to Submit the Data
In Unit 3, the preparer should indicate how they prefer to report the form. It is allowed to submit the data online or use the traditional way and send the paper exemplar. You are empowered to check only one alternative.
Determine the Number of Taxpayers
If you are an invited preparer and apply for an extension for several payers, you need to specify the exact number and attach a full list of individuals to file with the referenced form. Enter each person’s legal name and TIN details. However, if you decide to prepare each extension request separately, do not enter the number of payers in Unit 4.
Claim the Extra Extension Requests (If Applicable)
In Unit 5, the preparer should specify if the taxpayer has already been granted a 30-day default extension. In this case, the claimant needs to check the box if they decide to request extra time to complete and serve the necessary return forms. The application must be mandatorily executed and filed on paper. Also, if the preparer ticks off the section, they must fill out Unit 7.
Still, if the 8809 form appears to be the initial Extension of Time request, do not tick off Unit 5 and proceed to complete further data.
List the Return Form You Are Claiming the Extension of Time Request
In Unit 6, the claimant should clarify and select the return forms for which they are applying for the time extension. Here, you are expected to check the corresponding box. Do not point out the number of forms selected.
It is vital to understand that each type of tax return should be delivered to the IRS by the due date. Also, each form has its deadline. Therefore, make sure to comply with the requirement and apply for an extension of time prior to the earliest deadline if you list several return forms in Unit 6. Otherwise, the taxpayer will be banned from getting the time extension privilege.
One of the solutions to avoid such an unfavorable situation is to file application form 8809 separately for each return disclosure. Below is the table of the due date for various forms listed.
Clarify the Reasons for the Time Extension Benefit
In Unit 7, the preparer should disclose the reasons that make them eligible to apply for the time extension privilege. Also, this section must be completed if the claimant checks the Unit 5 box.
You are empowered to tick off all applicable alternatives that relate to your situation:
Authorize and File the Application
After all required data are clarified, the claimant (or the invited authorized preparer) should append the signature, specify the title, and place the current calendar date.
The completed application should be delivered to the Department of the Treasury, IRS Center in Ogden, Utah 84201-0209. Make sure to comply with the deadline requirements and serve the paperwork before the due date.
Some forms allow online service. You are empowered to use the licensed IRS FIRE system to submit authorized forms. However, the preparer must be aware of the fact that they can only apply on behalf of each taxpayer separately, as the attachments with names and TIN data requested by Unit 4 of the Application 8809 cannot be filed online.