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Official form guide
Form 8023: 8023
IRS Form 8023 is an application for a six‑month extension to file the annual return of certain tax‑exempt organizations. Use it when the organization cannot meet the regular filing deadline for Form 990, 990‑EZ, or 990‑PF.
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IRS Form 8023 - 8023
IRS Form 8023 is an application for a six‑month extension to file the annual return of certain tax‑exempt organizations. Use it when the organization cannot meet the regular filing deadline for Form 990, 990‑EZ, or 990‑PF.
Risk Radar
Scan points- 1If the IRS never receives Form 8023, the organization is subject to late‑filing penalties.
- 2Missing the original filing deadline before the extension request is received
- 3Providing an inaccurate reason for the extension
- 4Signing with an unauthorized individual
- 5Using the wrong mailing address for the specific return type
Plain English
If your charity or other tax‑exempt group needs more time to finish its yearly tax return, you fill out Form 8023. It asks for basic info about the organization and why the deadline can’t be met, then the IRS may grant an automatic six‑month extension.
Submission Date
- Filing date: 2023-11-07 22:10:15
- Preparation window: collect IDs, supporting records, and signatures in advance.
- Final review: verify names, dates, and required fields before submission.
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What this form is for
- Use when you need a six‑month extension for Form 990, 990‑EZ, or 990‑PF.
- Do not use for extensions of individual returns (Form 4868) or for other entity types.
- Check Form 8868 if you need an extension for a corporate income‑tax return.
Form selector
Use this form or another form?
Corporate income‑tax return extension
Applies to C‑corporations, S‑corporations, and partnerships
✓ Verify entity type before filing
Individual income‑tax return extension
For personal tax returns, not tax‑exempt organizations
✓ Use only for personal filings
Deadline or filing window
The extension request must be postmarked or electronically submitted on or before the original due date of the return (usually May 15 for calendar‑year filers). The IRS will then grant an automatic six‑month extension, moving the due date to November 15. If the request is late, penalties may apply.
- —Tax year end date | Add 5 months | New filing deadline | Verify calendar vs fiscal year
Checklist
What you need before filling it out
Organization name
Articles of incorporation or IRS determination letter · Form 8023 header
EIN
IRS EIN confirmation letter · Top of form
Tax year end
Governing documents · Part I, line 2
Reason for extension
Board meeting minutes · Part II, line 4
Expected filing date
Internal schedule{a___ · Not clearly stated in the provided official source
Not clearly stated in the provided official source
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Field map
Compact field-by-field guide
General Info
2 items
Full legal name and taxpayer identification number (SSN or EIN).
Current mailing address.
Details
2 items
Complete all applicable sections of this form according to the official IRS instructions.
Enter the relevant dollar amount if this form involves tax calculation.
Certification
1 items
Read and acknowledge any certifications required by this form.
Signatures
1 items
Sign and date. Unsigned forms cannot be processed.
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Fillable formOpen in Editor->Form 8023 is currently active for the 2024 tax year. The latest revision was issued in February 2024. Verify the edition date before printing.
What changed or needs a fresh check
- Edition date – confirm the form shows the 2024 revision
- Fee – no filing fee for Form 8023
- Mailing address – use the address specific to the type of return you file (990, 990‑EZ, 990‑PF)
- Signature line – must be signed by an authorized officer
- Electronic submission – verify if your e‑file provider supports Form 8023
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