What IRS Form 8809 (2020) Is For
IRS Form 8809 (2020) serves as an official application for extension that allows businesses and employers to request additional time to file information returns. The Internal Revenue Service created this extension form to assist filers who are unable to meet their original due date for submissions such as Forms W-2, 1099, or 1042-S. Completing the form correctly ensures that every filer meets federal tax law requirements and avoids unnecessary delays in reporting.
The form extends only the deadline for filing with the IRS and does not change the deadline for furnishing copies to recipients. Filers must provide all required information accurately, including employer details, payment information, and identifying data. Submitting the extension form promptly helps maintain compliance and prevents filing penalties.
When You’d Use IRS Form 8809 (2020)
Businesses use Form 8809 when they cannot meet the original due date for filing information returns with the IRS. The form provides extra time for employers or payers affected by unexpected circumstances that interrupt the reporting process. It helps maintain compliance when regular operations are disrupted, and accurate submissions cannot be completed on time.
A filer may submit the form if a project is delayed due to missing payment statements or data errors that require review. An employer may file the form when a natural disaster damages business records or restricts access to essential documents. The form is often used when contracts or reporting duties cannot be completed because of technical or staffing issues.
Each filer must address all information completely and submit the extension before the due date. Doing so ensures the IRS processes the request properly.
Key Rules for the 2020 Filing Year
The IRS established specific rules for filing Form 8809 during the 2020 tax year. Each filer was required to submit the extension request before the original due date of the information returns. The process ensured that each employer or business involved in reporting met compliance standards and avoided penalties.
Filers dealing with a catastrophic event, such as fire or data loss, could qualify for additional time to file. The IRS allowed paper or electronic submissions depending on the form type involved. Each filer used accurate tools and followed official instructions to ensure proper filing.
Each example outlined in the IRS guidance provided clear direction for filers requesting an extension. Those who followed these rules were able to maintain compliance and meet reporting obligations.
Step-by-Step (High Level)
Every business that files Form 8809 follows specific steps to ensure the IRS processes the request correctly. The procedure applies to both an automatic extension and an additional extension when extra time is necessary. Completing each step thoroughly supports accurate filing and prevents processing delays.
Step 1: Gather Required Details
Businesses must prepare their legal name, taxpayer identification number, and contact information before filling out the form.
Step 2: Complete the Form
Applicants must enter all required information, confirm its accuracy, and review each section before signing.
Step 3: Submit the Form
The business submits the completed document electronically or by mail and retains confirmation for its records.
Following these steps carefully allows organizations to meet deadlines and maintain compliance with IRS requirements.
Common Mistakes and How to Avoid Them
Filers often make recurring mistakes when completing Form 8809, which cause delays or rejections during processing. The table below identifies specific errors and explains how each can be prevented through proper filing practices and review.
Below is a list of common filing mistakes and how to avoid each one:
1. Leaving sections blank
- How to avoid it: Complete the entire form and confirm that every field contains accurate information before submission.
2. Submitting without a signature
- How to avoid it: Ensure an authorized person signs the form prior to sending it so the IRS will accept the request.
3. Using the wrong transmitter control code
- How to avoid it: Verify the correct transmitter control code and all relevant department details before submitting electronically.
4. Omitting required attachments
- How to avoid it: Include all necessary supporting documents or notes before mailing or transmitting the form.
5. Missing the filing deadline
- How to avoid it: Plan early and lead the process to ensure all IRS filing deadlines are met on time.
Preventing these errors supports accuracy, preserves compliance, and allows faster approval of IRS extension requests. Filers can consult the IRS Form Help Center to reduce common filing errors that delay extension approvals.
What Happens After You File
The IRS processes Form 8809 after submission and issues a confirmation based on the filing method used. Electronic filers receive acknowledgment through the FIRE system, while paper filers should allow additional time for mail processing. Every organization should keep copies of the form, supporting details, and confirmation for recordkeeping.
When the IRS approves the request, the filer gains extra time to complete and submit all information returns. Filers who complete the form incorrectly or enter an incorrect Social Security number experience delays in processing. Verifying every entry before submission helps avoid delays and ensures accurate matching with IRS records.
Timely and precise submission promotes compliance, prevents penalties, and supports smoother IRS processing.
FAQs
What is the due date for filing Form 8809?
The due date for filing Form 8809 depends on the type of information returns being submitted. Filers must check the IRS application for extension page to confirm specific deadlines. Submitting the form before the due date helps ensure approval without penalty.
How can I file Form 8809 using the FIRE system?
Filers can file Form 8809 online through the FIRE system by completing all required sections. Once submitted, confirmation is automatically displayed online, which serves as proof of filing. Maintaining a copy of the confirmation supports accurate recordkeeping for future review.
What should I do if I need an additional extension?
Filers may request an additional extension if the first extension period is not sufficient. The request includes additional information and an explanation entered in the correct box on the form. Submitting the request early ensures the IRS has enough time to process it.
What happens if I receive a notice from the IRS?
If the IRS issues a notice, the filer should review it carefully and follow the stated instructions. The notice may include reasons for rejection or requests for clarification. Prompt response allows the filer to resume operations without delays.
What should I include when I fill in Form 8809?
Each filer should fill in the form with accurate employer information, contact details, and the correct request type. Every box must be completed, and filers should write clearly to avoid processing errors. Providing full information ensures the IRS can process the request efficiently.
