When is the Extension Form 8809 Required?

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


  • Form W-2
  • Form 1097
  • Form 1098
  • Form 1099
  • Form 3921
  • Form 3922
  • Form W-2G
  • Form 1042-S
  • Form 5498
  • Form 5498-ESA
  • Form 5498-SA
  • Form 8027


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)
ON PAPER, then the due
date is

ELECTRONICALLY, then the due date is

W-2
Last day of February
March 31
W-2G
February 28
March 31
1042-S
March 15
March 15
1097
February 28
March 31
1098
February 28
March 31
1099
February 28
March 31
3921
February 28
March 31
3922
February 28
March 31
5498
May 31
May 31
8027
Last day of February
March 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.

For any questions about filing Form 8809 contact the Express Tax Support Center in Rock Hill, SC at 704.839.2270 between the hours of 8am – 6pm EST, Monday through Friday or email support@ExpressTaxFilings.com.

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