What Form 8809 (2014) Is For
Form 8809 (2014) serves as the official IRS extension form, allowing employers, payers, and transmitters to request additional time to file information returns. It assists filers who cannot meet their original due date because of reporting or system delays. The extension form helps maintain compliance with IRS requirements and prevents penalties related to late or incomplete submissions.
The form applies to information returns such as Forms 1097, 1098, the 1099 series, 3921, 3922, 5498, and W-2G. Each filer must accurately complete and file with the IRS or Social Security Administration. It does not extend the deadline for providing recipient copies to employees or payees, so filers must plan both submissions separately to ensure proper approval and timely compliance.
When You’d Use Form 8809 (2014)
Form 8809 applies when employers, payers, or transmitters require more time to meet IRS filing requirements. Filers often use this extension when they experience delays caused by missing payer data, software errors, or technical issues that prevent timely submissions. It also helps businesses dealing with illness or staffing shortages during the reporting period avoid potential filing problems.
The IRS requires that the extension form be submitted by the original due date of the information returns to qualify for an automatic extension. For the 2014 filing year, the due date for paper submissions was March 2, while e-filing was allowed until March 31. Timely submission of accurate data prevents penalties and ensures that the extension request is appropriately recorded and approved by the IRS.
Key Rules or Details for 2014
The IRS established specific filing rules for Form 8809 to ensure the accurate and timely filing of information returns. Filers who submit the form by the original due date automatically receive a 30-day extension of time. Those needing more time must explain the hardship, and the IRS must approve the second 30-day request.
Each payer or entity must file a separate application to maintain accurate records. Filing multiple payers on a single form can cause delays or rejection. The IRS allows mail, fax, or e-filing through the FIRE system, and filers should retain all submission proofs for compliance purposes.
Step-by-Step (High Level)
Form 8809 follows a straightforward process for requesting more time to file information returns. Each filer must complete the steps carefully to meet IRS requirements and avoid penalties. Follow these essential actions to ensure accurate and timely filing.
- Check if you need an extension. Determine whether delays will prevent filing by the original due date. Apply early to stay compliant.
- Gather required details. Include payer name, Employer Identification Number (EIN), or Social Security Number (SSN). Confirm that all data matches IRS records.
- Choose your submission method. File through mail, fax, or e-filing via the FIRE system for faster acknowledgment.
- Fill in Form 8809 accurately. Complete all fields, verify the Taxpayer Identification Number (TIN), and double-check before submission.
- Submit before the deadline. Keep confirmation receipts as proof of timely filing.
Filers who follow these steps reduce processing delays and maintain compliance with IRS filing rules. Careful preparation ensures the extension request is properly reviewed and approved.
Common Mistakes and How to Avoid Them
Many filers make simple mistakes when completing Form 8809, which can delay processing or result in penalties. Missing the due date is the most common issue and can be avoided by submitting the form before the original deadline. Early preparation helps ensure eligibility for the automatic 30-day extension and prevents unnecessary fines.
Using incorrect identification numbers also leads to rejection. Filers must verify that the Employer Identification Number (EIN) or Social Security Number (SSN) matches IRS records before submission. Reviewing all entries carefully helps reduce errors and speeds up the approval process.
Some filers mistakenly submit one form for multiple payers or believe the extension covers employee copies. Each payer must file separately, and employee statements still follow their original due dates. Submitting a second extension before the first expires ensures continuous compliance with IRS filing requirements.
What Happens After You File
Electronic filers using the FIRE system receive immediate acknowledgements once their Form 8809 Extension 2014 is submitted. Paper or fax filers should allow additional time for the IRS to process their application and record the request. Every filer must keep confirmation receipts to verify that the extension was filed on time and met all IRS requirements.
The IRS reviews each application to determine eligibility for the extension. Approved filers receive up to 30 extra days to file information returns, while approved hardship requests may be extended to a total of 60 days. Maintaining documentation that shows when the application was submitted ensures compliance and supports accurate record-keeping for future filings.
Frequently Asked Questions
How do I request an extension using Form 8809?
To request an extension of time, complete the official IRS extension form accurately and submit it before the due date. You can fill out Form 8809 and send it via mail, fax, or e-filing using the FIRE system, which automatically displays acknowledgments online once the form is submitted. Always verify that all information fields, payer details, and identification numbers comply with IRS filing requirements.
When is the due date to submit my Form 8809?
The due date depends on the type of filing method you use. For paper submissions, the form must be sent to the IRS address listed in the instructions by the printed due date. In contrast, e-filing through FIRE typically allows more time to file. Failing to meet this date may result in penalties, so filers should submit their returns early to comply with the official criteria.
Can I file Form 8809 online through the FIRE system?
Yes, e-filing through the IRS FIRE system is the fastest and most secure way to submit your extension application. You need a valid Transmitter Control Code (TCC) to access the system, click the “Fill In Form” option, and enter your payer and identification information before submission. Once completed, your acknowledgements are automatically displayed online, confirming the request was received.
What information is required when completing the extension form?
Every filer must include the payer name, address, city, state, and identification number, such as an Employer Identification Number (EIN), Taxpayer Identification Number (TIN), or Social Security Number (SSN). Ensure all required fields are accurate, including those on the affected forms and the year of filing. Double-checking every box before submission prevents processing delays and ensures compliance with IRS standards.
Where can I find additional information about Form 8809 Extension 2014?
You can visit the IRS Form 8809 page for official instructions and examples of correctly completed forms. The page provides additional information on filing methods, due dates, and addresses for submitting papers. Each section on the IRS website includes the “page last reviewed or updated” date to help you verify that you are using the most current version of the form.
