TaxBandits Knowledge Base

How to file form 8809 to request an extension for 1099-NEC/W-2 forms?

Key Instructions:

• The IRS requires paper filing of 8809 to request an extension for these forms. Once you complete the form, we will postal mail it to the IRS.

• For 1099-NEC and W-2, you can submit an extension request only if you meet specific criteria outlined by the IRS.

  • The filer suffered a catastrophic event in a federally declared disaster area that made the filer unable to resume operations or made necessary records unavailable.

  • Fire, casualty, or natural disaster affected the operation of the filer.

  • Death, serious illness, or unavoidable absence of the individual responsible for filing the information returns affected the operation of the filer.

  • The filer was in the first year of establishment.

  • The filer did not receive data on a payee statement, such as Schedule K-1, Form 1042-S, or the statement of sick pay required under section 31.6051-3(a)(1), in time to prepare an accurate information return.

 

To e-file your Form 8809 with TaxBandits, follow these steps for a hassle-free filing experience:
 

Step 1: Sign in to your TaxBandits account.

Step 2: From the dashboard, click 'Start New Form' and select '8809.'

 

Step 3: If you want to file an extension for 1099-NEC and W-2 forms, click the ‘Request a Filing Extension for 1099-NEC, W-2, 1099-QA or 5498-SA’ button. 
 

 

Step 4: Click on 'Add New Payer/Filer' to add the details. If you have already added the payer details, click 'Select Payer/Filer From Address Book.'

 

Step 5:  Select the type of form for which you are requesting an extension. You can check a single or multiple forms and then select the reason for the extension. 
 

 

Step 6: Preview the form, e-sign it, proceed to payment, and transmit the form. We will postal mail your extension form to the IRS.

 

Note:

• The IRS correspondence will be sent to the mailing address you've provided.
• Once accepted, you'll be granted a 30-day extension to file your 1099-NEC or W-2 form with the IRS.
• Form 8809 only extends the filing deadline. If you need to extend the recipient copy deadline for these forms, you must file 15397.

Click here to learn more about filing an extension form (excluding Form 1099-NEC/W-2).