Extensions should be filed as soon as it is known an extension is needed and must be filed by the due date of the return. You can find the deadlines for the forms on the IRS website or by clicking here.
Form 8809 Application for Extension of Time to File Information Returns
- This extension can be applied to Forms W-2, W-2G, 1042-S, 1094-C, 1095, 1097, 1098, 1099, 3921, 3922, 5498, and 8027
- This form is used to request a 30-day extension to file forms to the IRS
- Please note this form is filed online through the IRS FIRE System
- You can find a PDF copy of this form on the IRS website or by clicking here
Form 15397 Application for Extension of Time to Furnish Recipient Statements
- This extension can be applied to Forms W-2, W-2G, 1042-S, 1094-C, 1095, 1097, 1098, 1099, 3921, 3922, 5498, and 8596
- This form is used to request a 30-day extension to file recipient copies to the IRS
- Please note this form must be faxed to the IRS
- You can find a PDF copy of this form on the IRS website or by clicking here
W-2 Extension
Effective with Tax Year 2016 there is no automatic filing extension given to employers.
- A signature or explanation may be required for the extension
- Under certain hardship conditions, you may apply for an additional 30-day extension
1095 Extension
- If approved, the extension will be for 30 days from the original due date of the return
- A second extension may be requested for an additional 30 days. If this is needed, complete form 8809 and check the box on line 5
1099 Extension
- For form 1099-NEC, no automatic extension is available
- A signature or explanation may be required for the extension
- Under certain hardship conditions, you may apply for an additional 30-day extension