Applicable Forms for 8868 Extension

Typically, nonprofits and charities can file IRS Form 8868 to extend the time necessary to file their IRS Form 990 or Form 990-EZ. The 8868 extension is broken down into two parts that can grant up to six months of extra filing time.

  • Part 1 – Automatic 3-Month Extension
  • Part 2 – Additional, Not Automatic 3-Month Extension

For those of you operating exempt organizations, this isn’t new information; however, Form 990/990-EZ aren’t the only tax returns that gain an advantage from a tax extension. Here’s a short list of other IRS forms you can apply to an 8868:

Important: Only IRS Form 990-T can receive a full 6-month extension from a single file. With all the other applicable forms – including Form 990/990-EZ, the IRS requires approval for Part 1 followed by Part 2 to gain all six months. The only exempt organization tax return you cannot use an 8868 for is IRS Form 990-N (e-Postcard).

Keep in mind that an 8868 extension only extends the time you have to file your form. If you’re in a situation where you owe the IRS any money, you must pay it by the original deadline – Form 8868 will not extend your time to pay.

Make an effort to file Part 1 before your original due date and Part 2 before the end of your extended deadline – failing to file on time is a sure way for the IRS to reject your extension request.

With, our cloud-based, e-filing solutions are made easy. You can complete and transmit Form 8868 for any of these applicable tax returns and get approved in minutes. Contact our U.S – based customer support for any assistance with the e-filing process – we’re available at 803.514.5155, Monday through Friday from 9 a.m. to 6 p.m. EST. Or send us an email with [email protected].

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