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IRS Form 8868

IRS Form 8868 is required to be filled for organizations willing to extend the time for filing the declaration for the period of six months. This Form 8868 will also be required for completion for the trust manager of a trust that needs to have the completed Form 5227 and Form 1041-A. Form 8868 will extend the time for filing these returns.

After Form 8868 is finished, you have to deliver it to the Internal Revenue Service (IRS, further). Without this, the conditions written down in Form 8868 won’t come into force.

When and Where to File IRS Form 8868

Representatives of the organization that needs to extend the time of filing the declaration need to fill Form 8868 till the expiry date of the declaration. Doing it after this expiry date will lead to the situation when the time of filing the declaration won’t be extended nor for the next six months, neither for any other period.

After representatives (or the representative) complete Form 8868 and collect all necessary signatures, they can send it via email. The recipient of the message will be the Department of the Treasury, Internal Revenue Service Center.

The organization can also deliver the finished Form 8868 in paper format at the address of the Department of the Treasury, Internal Revenue Service Center, Ogden, UT 84201-0045. You can’t send finished Form 8868 in paper format if you’ve already filed the declaration.

Check carefully all the requirements for requesting the extension of the time needed for filing the declaration. Consult with the representative of the Internal Revenue Service if needed.

Note there must be an individual finished Form 8868 for every declaration; you need to extend the filing time.

Other IRS Forms for Charities and Nonprofits

If your organization needs more time to file the return, Form 8868 will be of help. In case of other situations that often happen to non-profit organizations, you might need one of the following IRS forms.


How to Fill Out IRS Form 8868

As there are two ways you can fill IRS Form 8868, you can stop your choice on the one you like the most. You can either fill the form on your own with the assistance of detailed guidelines you can find further, or you can utilize our form-building software with an included PDF editor.

Using the form-building software with an included PDF editor gives you the opportunity to save your time and be sure no mistakes will be made.

At the same time, if you follow detailed guidelines attentively, there won’t be room for mistakes, as well.

Check the Specific and General Guidelines

That’s an essential step to do before filling any legal papers. To protect yourself from possible legal issues or with the form confirmation by the supervising body, we advise you to get acknowledged with guidelines on the completion of this form before filling it. It will save both your nerves and your money.

Give the Data on the Organization

Type or write down the full name of the organization (according to the general and specific guidelines), taxpayer identification number (TIN), the full correct address of the organization, including street, number, room number, post office or town, city, zip code, and state.

step 2.1 - give the data on the organization - filling out irs form 8868

Register the Return Code of the organization choosing between the numbers of forms listed in the template. Choose the right form, and write down its return code in the blank box.

step 2.2 - give the data on the organization - filling out irs form 8868

Enter the name of the person responsible for keeping records in safety. Enter their telephone number and fax number.

step 2.3 - give the data on the organization - filling out irs form 8868

Check the box if the organization doesn’t have a business in the territory of the USA. Also, state the organization’s belonging to the group of other organizations. If the organization requests a Group Return, type the Group Exemption Number (GEN). If the whole group of organizations (of which the organization filing the declaration being the part of) or some organizations from this group request the extension of the time for filing the declaration, check the right boxes.

step 2.4 - give the data on the organization - filling out irs form 8868

Insert the Extension Information

The person filing Form 8868 needs to complete this part of the form template. This person has to type the period needed for filing the declaration to be extended. The calendar year and the beginning of the tax year have to be stated.

If you choose the tax year less than 12 months, choose the reason for checking the right box. Choose between the following options:

  • Final return
  • Initial return
  • Change in the accounting period

step 3.1 - insert the extension information - filling out irs form 8868

Choose the right option among the given options describing the form you’re filing the application. Depending on your choice, type the sum of a tentative tax, refundable credits, and overpayment for the prior year.

Do it with the assistance of the Electronic Federal Tax Payment System (EFTPS), if needed.

step 3.2 - insert the extension information - filling out irs form 8868