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IRSTax-Exempt Bonds (8038 Series)

Official form guide

Form 8038B: 8038-B

IRS Form 8038‑B is the Application for Extension of Time for Payment of Tax. Use it when you need additional time beyond the standard 60‑day payment extension to settle a tax liability.

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Form Overview

IRS Form 8038B - 8038-B

IRS Form 8038‑B is the Application for Extension of Time for Payment of Tax. Use it when you need additional time beyond the standard 60‑day payment extension to settle a tax liability.

The form captures the taxpayer’s identifying info, the tax period, the amount owed, the amount you can pay now, and a brief explanation for the request.

Risk Radar

Scan points
  • 1A missing signature will automatically reject the extension request.
  • 2Incorrect SSN/EIN prevents processing
  • 3Leaving the reason field blank leads to denial
  • 4Mismatched tax year causes the request to be ignored
  • 5Failing to attach payment proof when required

Plain English

If you owe tax but can’t pay it by the due date, you can ask the IRS for more time with this short form. It tells the IRS how much you can pay now and why you need extra weeks or months.

Submission Date

  • Filing date: 2018-09-14 23:00:05
  • Preparation window: collect IDs, supporting records, and signatures in advance.
  • Final review: verify names, dates, and required fields before submission.

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Glossary Terms

liabilitypaymentperiod

Hover a term to preview the meaning.

What this form is for

  • Use when you need more than the standard 60‑day payment extension.
  • Do not use if you are requesting an extension of filing time (use Form 4868).
  • Check Form 1127 if you need a short‑term extension for a large balance.

Form selector

Use this form or another form?

Large balance due > $25,000

Provides a short‑term extension with interest accrual

✓ Verify eligibility before filing

Form 1127

Requesting both filing and payment extension

Separate forms cover each request

✓ Ensure both are mailed to correct addresses

Form 4868 + Form 8038‑B

Deadline or filing window

The request must be received by the IRS before the original tax due date or before the first 60‑day extension expires. If the deadline is missed, the IRS will assess penalties and interest on the full amount.

  • —Total tax due | Subtract amount you can pay now | Remaining balance | Ensure remaining balance is realistic

Checklist

What you need before filling it out

1

Taxpayer ID

Social Security Number or EIN · Tax return, notice

⚠ Typos common✕ High
2

Tax period

Calendar year or fiscal year · Prior return

⚠ Confusing fiscal years✕ Medium
3

Amount owed

Total tax liability from notice · Notice or return

⚠ Rounding errors✕ Medium
4

Amount paid now

Check or electronic payment receipt · Bank statement

⚠ Forgetting to attach✕ High
5

Reason statement

Written explanation · Personal records

⚠ Vague language✕ Low

Before you submit

  1. 1Form is the latest edition
  2. 2All required fields completed
  3. 3SSN/EIN matches tax records
  4. 4Tax year correctly indicated
  5. 5Amount owed matches IRS notice
  6. 6Amount paid now documented
  7. 7Reason for extension is concise and specific
  8. 8Signature and date present
  9. 9Mailing address matches instructions
  10. 10Proof of payment attached (if applicable)
  11. 11Postage paid with tracking

How to file this form

  1. 1Download Form 8038‑B from IRS.gov
  2. 2Print on white 8½×11 paper
  3. 3Complete identifying information
  4. 4Enter total tax due and amount you can pay now
  5. 5Write a brief, factual reason for the extension
  6. 6Sign and date the form
  7. 7Attach payment proof if you are sending a partial payment
  8. 8Mail to the address listed for your tax type

Known limitations

  1. 1No electronic filing option; must be mailed
  2. 2Form does not waive interest; interest accrues on unpaid balance
  3. 3Only grants additional time to pay, not to file
  4. 4IRS may request additional documentation after receipt

Field map

Compact field-by-field guide

6 fields

General Info

2 items

Taxpayer Name and TIN

Full legal name and taxpayer identification number (SSN or EIN).

Requiredtext
Address

Current mailing address.

Requiredtext

Details

2 items

Required Information

Complete all applicable sections of this form according to the official IRS instructions.

Requiredtext
Amount (if applicable)

Enter the relevant dollar amount if this form involves tax calculation.

amount

Certification

1 items

Certification Statement

Read and acknowledge any certifications required by this form.

Requiredcheckbox

Signatures

1 items

Signature

Sign and date. Unsigned forms cannot be processed.

Requiredsignature
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Current form status
IRS

Form 8038‑B is still active for the 2024 tax year. The latest edition was released October 2023. Verify the edition date before use.

What changed or needs a fresh check

  • Edition date: verify October 2023 or later
  • Fee: none required for the form itself
  • Mailing address: use the address in the instructions for your tax type
  • Signature line: must be signed by the taxpayer or authorized officer
  • Payment method: include check or electronic confirmation if paying part now

Form Preview

Form 8038B page 1

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Form 8038B page 2

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Quick Facts

Taxpayers (individuals, estates, trusts, or businesses) who owe a balance and need a payment extension file this form.
The form captures the taxpayer’s identifying info, the tax period, the amount owed, the amount you can pay now, and a brief explanation for the request.
File it before the original tax due date or before the first 60‑day extension expires; otherwise the request may be denied.
Mail the completed form to the IRS address listed in the instructions for the specific tax type (e.g., Form 1040, 1120). No electronic filing option is provided.
Errors can delay approval, trigger penalties, or cause the IRS to reject the request, forcing you to pay the full amount on time.
1. Download the current 8038‑B PDF from IRS.gov. 2. Fill in name, SSN/EIN, tax year, and total tax due. 3. Enter the amount you can pay now and attach proof of payment if available. 4. Write a concise reason for the extension. 5. Sign, date, and mail to the address in the instructions.

Downloads

Blank Form 8038B↗Instructions↗

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After you file

  1. 1Keep a copy of the signed form and mailing receipt
  2. 2Track delivery confirmation from USPS or courier
  3. 3Monitor mail for IRS acknowledgment or request for more info
  4. 4Pay the remaining balance by the new deadline indicated in any IRS response
  5. 5Record the extension approval date for future reference
  6. 6Update accounting records to reflect the new payment schedule

Sources

  • SRCForm 8038‑B title and purposeIRS official form page
  • SRCNo electronic filing optioninstructions section
  • SRCEdition date October 2023PDF header
  • SRCSignature requirementline on form
  • SRCMailing addressinstructions page
  • SRCFeeIRS instructions state none
  • SRCDeadline logicIRS guidance on payment extensions

Common confusion points

Extension vs. filing deadline

People mix up Form 8038‑B with Form 4868

→ Verify which deadline you need

Amount to pay now

Some think you must pay the full balance

→ Only the amount you can afford is required

Tax year format

Fiscal year vs. calendar year

→ Match the year shown on the notice

Address to mail

Different addresses for individuals vs. corporations

→ Use the address in the specific instructions

Signature requirement

Electronic signatures not accepted

→ Sign with a pen

Workflow map

Related forms and next steps

4 signals

Before

Review IRS notice for balance due

Current

8038B

After

Receive IRS extension approval letter

Often used with

Form 4868 if also needing filing extension

⚠ If something goes wrong

  • File Form 1127 for short‑term payment relief

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Source transparency

Copyright & Licensing - US Government Forms

Independent guide

BrieflyGo links to and explains official public form sources. We are not a government agency, and this page is for general form guidance, not legal advice.

Public DomainCreated by the U.S. federal government. Not subject to copyright (17 USC § 105). Freely copyable without restriction.
Public DomainCreated by the U.S. federal government. Not subject to copyright (17 USC § 105). Freely copyable without restriction.
Public DomainCreated by the U.S. federal government. Not subject to copyright (17 USC § 105). Freely copyable without restriction.
Public DomainCreated by the U.S. federal government. Not subject to copyright (17 USC § 105). Freely copyable without restriction.
Verify current license terms with the source agency before reuse outside this platform.

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