Who needs it?
Payers/filers who need more time to file information returns with the IRS should file this form before the filing due date.
File Form 8809 as soon as you know an extension of time to file is necessary, but not before January 1 of the filing year. Form 8809 must be filed by the due date of the returns. If you are requesting an extension of time to file several types of forms, you may use one Form 8809, but you must file Form 8809 by the earliest due date. For example, if you are requesting an extension of time to file both Forms 1098 and 5498, you must file Form 8809 by February 28 (March 31 if you file electronically). You may complete more than one Form 8809 to avoid this problem. An extension cannot be granted if a request is filed after the filing due date of the information returns.
When to File it
- Deadline for filing extensions for W-2, 1097, 1098, 1099, 3921, 3922, W-2G March 31, 2017.
- Deadline for filing extensions for 1042-S March 16, 2017.
- Deadline for filing extensions for 1094-C, 1095-C, 1095-B March 31, 2017
- Deadline for filing extensions for 5498, 5498 ESA, 5498 SA, 8027 May 31, 2017
Electronically filed 8809 forms are directly transmitted to the IRS from the Tax1099.com system.