TaxBandits Knowledge Base

How do I file Form 15397 in TaxBandits?

Key Instructions:

• To obtain an extension, Form 15397 must be faxed directly to the IRS. TaxBandits will fax the form on your behalf.
   
• This form only extends the recipient copy deadline, and you must still file the information returns by the original deadline.
   

To e-file your Form 15397 with TaxBandits, follow these steps:
 

Step 1: Sign in to your TaxBandits account.

Step 2: From the dashboard, click 'Start New Form' and select '15397.'

 

Step 3: If you want to file an extension to furnish recipient statements, click the ‘Request an Extension for Recipient Copy Distribution.’

 

Step 4: Click on 'Add New Issuer/Transmitter' to add the details. If you have already added the payer details, click 'Select Issuer/Transmitter 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.

 

 

Note:

• Once the IRS processes your extension, you’ll receive the acknowledgment to the mailing address provided.
• If your extension form is accepted, you’ll be granted a 30-day extension to furnish the recipient copies of the selected information returns.
• If the extension request is rejected, you must furnish the forms by the original deadline to avoid potential penalties.