Form 8809 Frequently Asked Questions in 2023

Form 8809 is a tax form that allows taxpayers to request additional time for filing specific information returns such as 1099, W2, or ACA Forms. After submitting Form 8809, an automatic 30-day extension period is granted.

Which form deadlines can I extend using Form 8809 Extension?

Form 8809 can be used to extend the following forms:

  • W-2
  • 5498
  • 1097, 1098, 1099
  • 3921, 3922, W-2G
  • 5498-ESA
  • 5498-QA
  • 1042-S
  • 1094-C, 1095-C
  • 1095-B
  • 1042-S
  • 5498-SA
  • 1099-QA

When is the deadline to submit Form 8809?

Form 8809 must be submitted either physically or digitally before the due date of the forms for which the extension is needed.

Form Type Paper Filing Deadline E-filing Deadline
Form W-2 January 31st, 2023 January 31st, 2023
Form 1099-NEC January 31st, 2023 January 31st, 2023
Forms 1094-C & 1095-C February 28, 2023 March 31, 2023
1099 Series Forms February 28, 2023 March 31, 2023
W-2G, 1097, 1098, 3921, 3922, & 8027 February 28, 2023 March 31, 2023
Form 1042-S March 15, 2023 March 15, 2023
Form 5498 May 31, 2023 May 31, 2023
Deadlines for Various Form Types

Is it possible to extend the deadline for W2 and 1099-NEC forms?

Although the extension for W-2 and 1099-NEC is no longer automatic, it can still be granted under specific situations:

  • A catastrophic event in a federally declared disaster area has occurred, causing the filer to be unable to resume operations or access the necessary records.
  • The operation of the filer was affected by fire, casualty, or natural disaster.
  • The individual responsible for filing the information returns was affected by death, severe illness, or unavoidable absence, thereby impacting the operation of the filer.
  • The filer is in its first year of establishment.

Key Takeaway

It’s important to submit your tax filings by their respective deadlines. If that’s not possible then request an extension using Form 8809 as soon as possible. This will grant you more time to gather and file your data and avoid potential late filing fines.

Along with this guide, we have many other resources to help businesses timely and accurately file their information returns. Among these resources, we’ve created an interactive Employee Vs Contractor Questionnaire tool to help businesses determine whether a Form W-3/W-2 Filing or Form 1096/1099-NEC filing is required. Check it out below!

BoomTax, The Boom Post, and its affiliates do not provide tax, legal or accounting advice. This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal and accounting advisors prior to engaging in any transaction.

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