IRS Extension of Time to File (IRS8809)

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Menu Item Client Reports Arrow Head Extension of Time to File

 

Account Ability can create a single electronic transmittal requesting additional time to file any, or all, of the following forms

 

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

 

note Notes

 

There are no automatic extension requests for Forms W-2 or 1099-MISC reporting NEC. Form W-2 and Form 1099-MISC reporting NEC can only request a non-automatic extension of time and must be filed on paper Form 8809.
An application for extension of time to file information returns covered by Form 8809 must be filed by the due date of the return for which the extension is being requested.
Don't forget to sign and date your completed Form 8809.

 

Send your completed paper Form 8809 to

 

Department of the Treasury

Internal Revenue Service Center

Ogden, UT 84201-0209

 

In order to create an Extension of Time to File transmittal,

 

Select Client (Filer, Entity) Management from the Module menu.
Select Extension of Time to File from the Client Reports Bar.

 

Extension of Time

Extension of Time to File Dialog

 

bullet_boxType of Returns

Check each type of return for which you will be requesting an extension of time to file. A single transmittal can contain any combination of returns.

 

note Notes

 

Extension of time to file Form 1099-MISC Reporting NEC in Box 7 must be submitted using paper Form 8809.
Extension of time to file Form W-2 must be submitted using paper Form 8809.
You will find a copy of paper Form 8809 on the Help menu.
Extension of time to furnish statements to recipients must be requested on paper (see below).

 

Extension of Time to Furnish Statements to Recipients

To request an extension of time to furnish statements to recipients, you will need to send a letter to

 

Internal Revenue Service

Attn: Extension of Time Coordinator

240 Murall Drive, Mail Stop 4360

Kearneysville, WV 25430

 

The letter must include the (a) payer name, (b) payer TIN, (c) payer address, (d) type of return, (e) a statement that extension request is for providing statements to recipients, (f) reason for delay, and (g) the signature of the payer or authorized agent.

 

Your request must be postmarked by the date on which the statements are due to the recipients. If your request for an extension is approved, generally you will be granted a maximum of 30 extra days to furnish the recipient statements.

 

bullet_boxActive Client List

Select (check) each client for whom you are requesting an extension of time to file.

 

note Notes

Buttons Select All and Deselect All can be used to select, or deselect, all clients, respectively.
The incremental search box can be used to quickly locate a client by Client ID.
Only active clients are displayed.
Clients are listed in order of Client ID.

 

To create the transmittal file, click the OK button. You will be prompted for a destination folder and whether or not to print a Control Report. If successful, a transmittal file named IRS8809 will be created in the destination folder. After submitting IRS8809 to The IRS FIRE System, select Rename an IRSTAX/IRS8809 File from the Module menu and rename IRS8809 to the name supplied by The IRS FIRE System (this is your receipt from IRS).

 

note Notes

 

The OK button remains disabled until you select a type of return and at least one client.
Always refer to the Control Report when submitting IRS8809 to The IRS FIRE System.
Always record the Date Submitted and IRS File Name on your Control Report.
Always rename your IRS8809 transmittal to the name supplied by IRS.