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If you need more time to file your W-2 or 1099 forms, you can E-file Form 8809 in just a few minutes from, for an automatic 30 days of extension.

What is the Form 8809?

If for some reason you cannot get your 1099 or W-2 Form filed on time you can get an automatic 30-day extension of time by completing Form 8809, Application for Extension of Time To File Information Returns. The form can be submitted on paper or online. You must file Form 8809 by the due date of the return in order to get the 30-day extension. Failure to do so may subject you to penalties. See the chart below that shows the due dates for filing this form.

Where Extension Form 8809 Required?

Use Form 8809 to request an extension of time to file any of the following forms:

  • Form W-2 - Wage and Tax Statement
  • Form 1097 - Bond Tax Credit
  • Form 1098 - Mortgage Interest Statement
  • Form 1099 - Reports income self employment earnings, government payments, and more.
  • Form 3921 - Exercise of an Incentive Stock Option
  • Form 3922 - Transfer of Stock Acquired Through An Employee Stock Purchase Plan
  • Form W-2G - Guam Wage and Tax Statement
  • Form 1042-S - Annual Withholding Tax Return for U.S. Source Income of Foreign Persons
  • Form 5498 - IRA Contribution Information
  • Form 5498-ESA - Coverdell ESA Contribution Information
  • Form 5498-SA - HSA, Archer MSA, or Medicare Advantage MSA Information
  • Form 8027 - Employer's Annual Information Return of Tip Income and Allocated Tips

If you need additional time to file, you can file a 2nd extension for an additional 30 days extension. You are only able to E-file the 1st extension; the non-automatic additional extension must be paper filed and a reason must be provided.

Extension FORM 8809 Due Dates

The due date for filing Form 8809 are:

IF you file Form(s)Reconciliation FormELECTRONICALLY, then the due date is
Form W-2Last day of FebruaryMarch 31
Form W-2GFebruary 29thMarch 31
Form 1042-SMarch 15March 15
Form 1097February 29March 31
Form 1098February 29March 31
Form 1099February 29March 31
Form 3921February 29March 31
Form 3922February 29March 31
Form 5498May 31May 31
Form 8027Last day of FebruaryMarch 31

Please Note:

  • The days are from the original due date and not the date the request was filed.

  • The automatic and any approved additional request will only extend the due date for filing the returns. It does not extend the due date for furnishing statements to recipients.

IRS Penalties for Late Filing

If you file required information returns late and you have not applied for and received an approved extension of time to file, you may be subject to a late filing penalty. The amount of the penalty is based on when you file the correct information return. The penalty is:

  • $30 per information return if you correctly file within 30 days (by March 30 if the due date is February 29); maximum penalty $250,000 per year ($75,000 for small businesses)
  • $60 per information return if you correctly file more than 30 days after the due date but by August 1; maximum penalty $500,00 per year ($200,000 for small businesses)
  • $100 per information return if you file after August 1 or you do not file required information returns; maximum penalty $1,500,000 per year ($500,000 for small businesses)

You can avoid these penalties by E-filing your 1099 & W-2 or Form 8809 using, by the March 31, 2016 deadline.

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