Get the free Instructions for Form 8868 (Rev. January 2025). Instructions for Form 8868, Applicat...

Instructions for Form 8868 (Rev. January 2025)Application for Extension of Time To File an Exempt Organization Return or Excise Taxes Related to Employee Benefit Plans Section references are to the

How to fill out instructions for form 8868

How to fill out instructions for form 8868

1. Gather all necessary information about the organization, including its name, address, and Employer Identification Number (EIN).
2. Determine if the organization is eligible to file Form 8868, which is for tax-exempt organizations requesting an automatic extension of time to file their annual return.
3. Choose the correct box indicating whether you are requesting a 6-month or a 3-month extension.
4. Fill out Part I of the form providing the organization's information.
5. If applicable, complete Part II if you are also applying for an extension for a specific return due date.
6. Sign and date the form, ensuring the signature is from an authorized individual.
7. Submit the completed Form 8868 to the IRS either by mail or electronically, depending on the submission method preferred by the organization.

Who needs instructions for form 8868?

1. Tax-exempt organizations that need additional time to file their annual tax returns may require instructions for Form 8868.
2. Organizations that are unsure of their filing requirements or deadlines will benefit from these instructions.
3. Professional tax preparers or accountants working with tax-exempt organizations will also need instructions for proper completion of Form 8868.

For pdfFiller’s FAQs

How do I make edits in instructions for form 8868 without leaving Chrome?

Get and add pdfFiller Google Chrome Extension to your browser to edit, fill out and eSign your instructions for form 8868, which you can open in the editor directly from a Google search page in just one click. Execute your fillable documents from any internet-connected device without leaving Chrome.

How do I complete instructions for form 8868 on an iOS device?

Install the pdfFiller app on your iOS device to fill out papers. Create an account or log in if you already have one. After registering, upload your instructions for form 8868. You may now use pdfFiller's advanced features like adding fillable fields and eSigning documents from any device, anywhere.

How do I fill out instructions for form 8868 on an Android device?

Use the pdfFiller mobile app and complete your instructions for form 8868 and other documents on your Android device. The app provides you with all essential document management features, such as editing content, eSigning, annotating, sharing files, etc. You will have access to your documents at any time, as long as there is an internet connection.

What is instructions for form 8868?

Instructions for Form 8868 provide guidance on how to request an automatic extension of time to file an exempt organization return.

Who is required to file instructions for form 8868?

Organizations that are required to file Form 990, Form 990-EZ, or Form 990-PF, and need more time to file can submit Form 8868.

How to fill out instructions for form 8868?

To fill out Form 8868, you must complete the identification information (name, address, EIN) and indicate the type of return you are requesting an extension for, and then sign and date the form.

What is the purpose of instructions for form 8868?

The purpose of the instructions for Form 8868 is to provide a structured process for exempt organizations to request an extension of time to file their tax returns.

What information must be reported on instructions for form 8868?

You must report the organization’s name, address, Employer Identification Number (EIN), the type of return for which an extension is being requested, and the period for which the extension is sought.