Get Irs 8868 2025-2026

Form 8868 is an application for an extension of time to file an exempt organization return or excise taxes related to employee benefit plans. This guide provides clear, step-by-step instructions to help you successfully complete and file the form online.

Follow the steps to fill out the IRS 8868 online successfully.

1. Click ‘Get Form’ button to access the IRS 8868 form and display it for completion.
2. In Part I, enter the name of the exempt organization, employer, or other filer. Additionally, provide the taxpayer identification number (TIN), address, and select the appropriate return code corresponding to the return you are applying for.
3. Complete either Part II or Part III, depending on the form your application is for. Part II is for organizations requesting an automatic extension of time, while Part III is specifically for extending the time to file Form 5330.
4. For Part II, specify the details regarding the books of the organization and provide the relevant contact numbers. Indicate whether this application is for a Group Return and if applicable, provide the group exemption number.
5. Indicate the tax year for which you are requesting an extension and check the appropriate box if your tax year is less than 12 months, stating the reason.
6. If your application pertains to forms involving taxes, provide the necessary figures in lines 3a, 3b, and 3c, calculating the balance due if applicable.
7. If you are completing Part III for Form 5330, provide the required details including the code sections imposing tax, the payment amount, and the reversion/amendment date, if relevant.
8. Complete the declaration under penalties of perjury by signing and dating the form, affirming that the information is accurate as of your knowledge.
9. After thoroughly reviewing the form for accuracy, save your changes, and prepare to download, print, or share the completed form as necessary.

Take action now and complete your IRS 8868 online to ensure your tax extension is filed on time.