- 1 -
|
Application for Extension of Time To File an Exempt Organization
Form 8868
Return or Excise Taxes Related to Employee Benefit Plans
(Rev. January 2024) OMB No. 1545-0047
Department of the Treasury File a separate application for each return.
Internal Revenue Service Go to www.irs.gov/Form8868 for the latest information.
Electronic filing (e-file). You can electronically file Form 8868 to request up to a 6-month extension of time to file any of the forms
listed below except for Form 8870, Information Return for Transfers Associated With Certain Personal Benefit Contracts. An extension
request for Form 8870 must be sent to the IRS in a paper format (see instructions). For more details on the electronic filing of Form
8868, visit www.irs.gov/e-file-providers/e-file-for-charities-and-non-profits.
Caution: If you are going to make an electronic funds withdrawal (direct debit) with this Form 8868, see Form 8453-TE and Form 8879-TE for payment
instructions.
All corporations required to file an income tax return other than Form 990-T (including 1120-C filers), partnerships, REMICs, and trusts must use Form
7004 to request an extension of time to file income tax returns.
Part I — Identification
Type or Name of exempt organization, employer, or other filer, see instructions. Taxpayer identification number (TIN)
Print
File by the Number, street, and room or suite no. If a P.O. box, see instructions.
due date for
filing your City, town or post office, state, and ZIP code. For a foreign address, see instructions.
return. See
instructions.
Enter the Return Code for the return that this application is for (file a separate application for each return) . . . . . .
Application Is For Return Application Is For Return
Code Code
Form 990 or Form 990-EZ 01 Form 4720 (other than individual) 09
Form 4720 (individual) 03 Form 5227 10
Form 990-PF 04 Form 6069 11
Form 990-T (sec. 401(a) or 408(a) trust) 05 Form 8870 12
Form 990-T (trust other than above) 06 Form 5330 (individual) 13
Form 990-T (corporation) 07 Form 5330 (other than individual) 14
Form 1041-A 08
• After you enter your Return Code, complete either Part II or Part III. Part III, including signature, is applicable only for an extension of
time to file Form 5330.
• If this application is for an extension of time to file Form 5330, you must enter the following information.
Plan Name
Plan Number
Plan Year Ending (MM/DD/YYYY)
Part II — Automatic Extension of Time To File for Exempt Organizations (see instructions)
The books are in the care of
Telephone No. Fax No.
• If the organization does not have an office or place of business in the United States, check this box . . . . . . . . .
• If this is for a Group Return, enter the organization’s four-digit Group Exemption Number (GEN) . If this is
for the whole group, check this box . . . . . If it is for part of the group, check this box . . . . . and attach
a list with the names and TINs of all members the extension is for.
1 I request an automatic 6-month extension of time until , 20 , to file the exempt organization return for
the organization named above. The extension is for the organization’s return for:
calendar year 20 or
tax year beginning , 20 , and ending , 20 .
2 If the tax year entered in line 1 is for less than 12 months, check reason: Initial return Final return
Change in accounting period
3 a If this application is for Forms 990-PF, 990-T, 4720, or 6069, enter the tentative tax, less any
nonrefundable credits. See instructions. 3a $
b If this application is for Forms 990-PF, 990-T, 4720, or 6069, enter any refundable credits and
estimated tax payments made. Include any prior year overpayment allowed as a credit. 3b $
c Balance due. Subtract line 3b from line 3a. Include your payment with this form, if required, by
using EFTPS (Electronic Federal Tax Payment System). See instructions. 3c $
For Privacy Act and Paperwork Reduction Act Notice, see instructions. Cat. No. 27916D Form 8868 (Rev. 1-2024)
|