What Form 8809 (2018) Is For
Form 8809 (2018) allows taxpayers to request an automatic 30-day extension to file information returns with the Internal Revenue Service. This application provides additional time to prepare forms accurately and submit them within the correct period. The extension of time ensures that filers can meet federal requirements without penalties for late submission.
The form applies to various returns, including Forms 1099, W-2G, 1042-S, and 5498. These forms report wages, mortgage interest, and contributions to a Coverdell Education Savings Account. The Form 8809 application for extension of time to file information returns 2018 only extends deadlines for the IRS, not for recipient copies.
When You’d Use Form 8809 (2018)
Filers must submit Form 8809 before the regular due date for their information returns to remain eligible for an extension of time to file. The Internal Revenue Service requires the form to be filed on or before the original filing deadline to qualify for approval. Filing after the due date results in late penalties and loss of extension eligibility.
Common reasons for requesting an extension include waiting to receive data, recovering from a natural disaster, or experiencing a catastrophic event that disrupts business operations. Businesses filing multiple returns must use the earliest due date when submitting one form to cover several information types, including 1099 NEC.
Key Rules or Details for 2018
Form 8809 follows specific extension rules that determine eligibility and filing procedures. The Internal Revenue Service provides an automatic extension of up to 30 days for most information returns. Filers seeking an additional extension must meet specific requirements and submit the form before the previous one expires.
Automatic 30-day extensions apply to most forms, while non-automatic requests for W-2 or 1099-NEC require valid hardship reasons. Authorized filers must include clear documentation to support these claims. Each filer must ensure accuracy when selecting the appropriate category for their request.
E-filers must use the FIRE System, and paper filers must send the form to the Internal Revenue Service Center. A person duly authorized must sign all non-automatic or second extension requests.
Step-by-Step (High Level)
Form 8809 requires careful attention to detail when completing each stage of the application. Following these steps ensures that all information returns are submitted correctly to the Internal Revenue Service. Proper preparation reduces errors and supports timely approval.
- Step 1: Determine if additional time is necessary to file the return. Each filer reviews all information returns and confirms whether more time is required to comply with Internal Revenue Service filing standards.
- Step 2: Gather all required information. Each filer provides the legal name, suite number, and identification number, including an Employer Identification Number or Social Security Number.
- Step 3: Choose the correct submission method. Each filer sends the extension form electronically through the FIRE System or mails a paper form to the Department of the Treasury.
- Step 4: Complete and submit the form. Each filer selects the appropriate box for every return type, including 1099-NEC or W-2G, and submits the form through the IRS website before the due date.
Accurate completion of these steps ensures compliance with federal deadlines. Organized filing promotes smoother processing and reliable recordkeeping. Every filer benefits from understanding the process before submission.
Common Mistakes and How to Avoid Them
Many taxpayers encounter difficulties when completing the Form 8809 extension form due to missing details or incomplete entries. Filing errors often delay processing by the Internal Revenue Service and can result in penalties. Identifying these issues early helps prevent setbacks and supports the timely approval of the application.
A common mistake is submitting the extension request after the due date has passed. Filers must send the form before the original filing deadline to remain eligible for an automatic extension. Selecting the wrong submission method also causes rejections, as some forms must be mailed rather than submitted through the FIRE System.
Missing signatures and inaccurate information are additional concerns. A responsible party must sign non-automatic or second extensions, while every Employer Identification Number and Taxpayer Identification Number must be reviewed for accuracy. Maintaining precise records ensures compliance and smooth processing.
What Happens After You File
When filers submit Form 8809 electronically, the Internal Revenue Service automatically issues a confirmation, which is displayed online through the FIRE System. This confirmation verifies that the submission was received and processed successfully. Filers should retain a copy as official proof for their records.
For paper filers, a timely postmark serves as valid proof of submission to the Internal Revenue Service Center. During the extension period, taxpayers should review all figures, confirm accuracy, and correct any errors. Missing the extended due date may lead to penalties ranging from $50 to $270 per return, affecting small businesses and independent contractors.
Frequently Asked Questions
What is Form 8809?
The Form 8809 application for extension of time to file information returns 2018 allows taxpayers to request additional time to file information returns with the Internal Revenue Service. It provides an automatic 30-day extension for most returns, including Forms W-2, 1099-NEC, and 1042-S, when submitted before the regular due date.
How do I fill in Form 8809 correctly?
Filers must include their legal name, suite number, telephone number, and identification number, such as an Employer Identification Number or Social Security Number. Use the appropriate box to select which information returns you are filing. Always review the form instructions on the IRS website before submission to ensure accuracy.
Can I e-file Form 8809 through the FIRE system?
Yes, the IRS FIRE System allows for the e-filing of the extension form, and confirmation is automatically displayed online once the form is received. For forms requiring paper submission, mail them to the Internal Revenue Service Center by the regular due date. E-filing enables small businesses and independent contractors to process their requests more efficiently.
What if I need an extension beyond the original deadline?
A person duly authorized may file a second application for extension before the first extension period expires. This request must be submitted in writing, accompanied by a valid reason, such as a catastrophic event, natural disaster, or unavoidable absence. Filers should keep records of submissions to verify compliance with Internal Revenue Service requirements.
Which forms and returns qualify for this extension?
The 8809 application for extension applies to many information returns affected by time or data issues. These include forms reporting mortgage interest, advance payments, employee stock purchase plan, incentive stock option, minimum essential coverage, and Coverdell Education Savings Account details. Filers handling multiple returns must use the earliest due date to file Form 8809.
