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IRSCredits & Incentives (8800/8900 Series)

Official form guide

Form 8809-EX: Request for Extension of Time To File an ExSTARS Information Return

IRS Form 8809-EX is a Request for Extension of Time To File an ExSTARS Information Return, used by terminal operators and bulk transport carriers. It requests a 30-day extension from the original due date.

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Form Overview

IRS Form 8809-EX - Request for Extension of Time To File an ExSTARS Information Return

IRS Form 8809-EX is a Request for Extension of Time To File an ExSTARS Information Return, used by terminal operators and bulk transport carriers. It requests a 30-day extension from the original due date.

The form collects Filer Information (including name, address, and Form 637 registration number), the Employer Identification Number (EIN), the filing period requested, and a reason for the extension request.

Risk Radar

Scan points
  • 1Failing to include a reason on Form 8809-EX will result in an automatic denial of the extension application.
  • 2Filing without a reason specified on Form 8809-EX leads to automatic denial.
  • 3For combined filings, failing to provide a separate reason for each return is an error.
  • 4The name and EIN entered must exactly match those used on the ExSTARS returns.
  • 5Not providing a contact person's telephone number or email address may hinder IRS follow-up.

Plain English

This form allows filers to ask the IRS for extra time to submit their Excise Summary Terminal Activity Reporting System (ExSTARS) information report. By filing Form 8809-EX, the filer can secure an automatic 30-day extension from the original due date of the return.

Submission Date

  • Filing date: 2014-01-21 00:00:00
  • 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

identificationextensiondue date

Hover a term to preview the meaning.

What this form is for

  • Use this form when a terminal operator or bulk transport carrier needs to request a 30-day extension of time to file an ExSTARS Information Return (Form 720-TO or Form 720-CS).
  • Do not use this form if you are requesting an extension without providing any reason(s) for the request, as the IRS will automatically deny it.
  • Check Form 720-TO instead when requesting an extension specifically for a Terminal Operator Report. Check Form 720-CS instead when requesting an extension specifically for a Carrier Summary Report.

Form selector

Use this form or another form?

Requesting an extension for both Form 720-TO and Form 720-CS

One form can be used to request the extension for both returns.

✓ Check Line 4.

Form 8809-EX

Need a registration number but do not have one yet

Regulations section 48.4101-1(c) requires IRS registration for terminal operators and bulk transport carriers.

✓ Apply using Form 637.

Form 637

Requesting an extension beyond the first automatic period

A second Form 8809-EX must be submitted before the end of the first extension period to request another up to 30 days.

✓ Check Line 5.

Form 8809-EX (second submission)

Deadline or filing window

The filer must send Form 8809-EX by the original due date of the return. The standard automatic extension granted is for 30 days from that original due date. A second request can be submitted before the first 30-day period ends to seek another 30-day extension.

Checklist

What you need before filling it out

1

Line 1: Filer Information

Name and complete mailing address (including room/suite no.) · Form 8809-EX

⚠ Failing to include the full address can cause delays.✕ Medium
2

Line 2: Employer identification number

The EIN associated with ExSTARS activities · Form 8809-EX

⚠ Using an SSN or 'Applied For' designation instead of a valid EIN.✕ High
3

Line 4: Type of extension request

Checkbox selection for Form 720-TO, Form 720-CS, or Combined filing · Form 8809-EX

⚠ Not checking any box when the form is used to specify which return(s) are being extended.✕ Medium
4

Line 6: Extension request reason

A brief but clear explanation for needing the extension · Form 8809-EX

⚠ Submitting the form without a reason, which results in an automatic denial.✕ High
5

General Filing Rule

Must be filed by the required return due date · Instructions p.1

⚠ Sending it after the deadline means the request is late.✕ Medium

Before you submit

  1. 1Verify that the form is dated and signed by an authorized individual.
  2. 2Confirm Line 2 includes the correct Employer Identification Number (EIN) associated with ExSTARS activities.
  3. 3Ensure the Name on Line 1 matches the name used on your ExSTARS returns.
  4. 4Check Line 4 to indicate whether the request is for Form 720-TO, Form 720-CS, or Combined filing.
  5. 5Provide a clear and brief reason in Line 6 explaining why the extension is needed.
  6. 6If filing both forms, ensure the reason provided on Line 6 applies to both returns (if using one form).
  7. 7Double-check that the Filer Information address on Line 1 matches your most recent change of address record.

How to file this form

  1. 1Complete Line 1 by entering the filer's name and complete mailing address, including any room or suite number.
  2. 2Enter the assigned IRS registration number in the Form 637 registration number field on Line 1.
  3. 3Provide your Employer Identification Number (EIN) on Line 2, ensuring it matches your ExSTARS returns.
  4. 4Select the appropriate Type of extension request on Line 4 (Form 720-TO, Form 720-CS, or Combined filing).
  5. 5Clearly state the reason for the extension in Line 6, and sign and date the form below this section.
  6. 6Mail Form 8809-EX to the Internal Revenue Service Attn: Excise Unit-Stop 5701G at Cincinnati, OH 45999.

Known limitations

  1. 1The automatic extension granted by Form 8809-EX is for 30 days from the original due date.
  2. 2If an extension request is submitted without a reason, the IRS will automatically deny it.
  3. 3For a combined filing (Form 720-TO and Form 720-CS), one Form 8809-EX can be used to request an extension for both returns.
  4. 4The initial 30-day requests are honored unless they lack a reason.
  5. 5One additional extension of not more than 30 days may be requested by submitting a second Form 8809-EX before the end of the first extension period.

Field map

Compact field-by-field guide

6 fields

Entity Info

1 items

Taxpayer Name and TIN

Name and taxpayer ID of the entity claiming the credit.

Requiredtext

Credit Info

1 items

Credit Type

Type of credit or incentive being claimed.

Requiredselect

Calculation

2 items

Qualifying Amount

The base amount used to calculate the credit.

Requiredamount
Credit Amount

Calculated credit amount after applying formulas and limitations.

Requiredamount

Certification

1 items

Supporting Information

Detailed breakdown supporting the credit calculation.

text

Signatures

1 items

Signature

Sign and date the form.

Requiredsignature
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Current form status
IRS

The current edition of IRS Form 8809-EX is January 2014. The instructions direct users to www.irs.gov/form8809ex for the latest information regarding developments related to this form.

What changed or needs a fresh check

  • Edition date — confirm the revision date reads 01/2014.
  • Fee — Not stated in the official source.
  • Mailing address — verify the addresses listed under 'Where to file' are current on the IRS website.
  • Signature — ensure all required fields (Signature, Title, Date) are completed before sending.

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Quick Facts

Terminal operators and bulk transport carriers must file IRS Form 8809-EX to request an extension for their ExSTARS information report.
The form collects Filer Information (including name, address, and Form 637 registration number), the Employer Identification Number (EIN), the filing period requested, and a reason for the extension request.
Filers must submit Form 8809-EX on or before the due date of the return they wish to extend. An automatic extension period is 30 days from the original due date.
To request an extension, send Form 8809-EX to the Internal Revenue Service Attn: Excise Unit-Stop 5701 in Cincinnati, OH 45999. The form can also be sent via email to [email protected].
If required information returns are filed late without an approved extension of time, the filer may be subject to a late filing penalty; if denied, the return must be filed by the required date or within 1 business day from the denial date.
First, complete all fields on Form 8809-EX, ensuring you provide a clear extension reason. If requesting an extension for both Form 720-TO and Form 720-CS, one form suffices. Finally, sign, title, and date the form before sending it to the IRS.

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After you file

  1. 1Keep a copy of the submitted Form 8809-EX.
  2. 2If no letter is sent, consider the extension request approved.
  3. 3If denied, file the required information return by the original filing date or within 1 business day from the official denial date (whichever is later).
  4. 4When sending correspondence, include a daytime phone number with an area code to help facilitate responses.

Sources

  • SRCInstructions p.1 — Use Form 8809-EX to request a 30-day extension of time to file an Excise Summary Terminal Activity Reporting System (ExSTARS) information report (Form 720-TO , Terminal Operator Report, or Form 720-CS , Carrier Summary Report).
  • SRCInstructions p.1 — File this form by the required return due date.
  • SRCInstructions p.1 — The IRS will automatically deny an application for an extension that is submitted without a reason(s).
  • SRCInstructions p.1 — All initial 30-day requests will be honored except for those without a reason.
  • SRCInstructions p.2 — The automatic extension is 30 days from the original due date.
  • SRCInstructions p.2 — To request an extension, send Form 8809-EX to one of the following addresses: Mail/Email (Attn: Excise Unit-Stop 5701G, Cincinnati, OH 45999 / [email protected]).
  • SRCInstructions p.2 — Regulations section 48.4101-1(c) requires terminal operators and bulk transport carriers to be registered by the IRS.
  • SRCInstructions p.2 — If you file required information returns late and you have not applied for and received an approved extension of time to file, you may be subject to a late filing penalty.

Common confusion points

What if I file the form late?

A late filing penalty may apply if required information returns are filed without an approved extension.

Where exactly should I send this form?

Should I use the address listed on Form 1111 Constitution Ave. NW, Washington, DC?

What if my name and EIN don't match on my ExSTARS returns?

Do all requests need a reason stated?

Workflow map

Related forms and next steps

4 signals

Before

Form 720-TO or Form 720-CS (These are the returns for which the extension is requested)

Current

8809-EX

After

None listed

Often used with

Form 720-TO (Terminal Operator Report)Form 720-CS (Carrier Summary Report)

⚠ If something goes wrong

  • Form 637, Application for Registration (For Certain Excise Tax Activities) (Use this if you lack a registration number)

Questions about IRS Form 8809-EX

What is IRS Form 8809-EX used for?

This form allows filers to ask the IRS for extra time to submit their Excise Summary Terminal Activity Reporting System (ExSTARS) information report. By filing Form 8809-EX, the filer can secure an automatic 30-day extension from the original due date of the return.

Who must file IRS Form 8809-EX?

Terminal operators and bulk transport carriers must file IRS Form 8809-EX to request an extension for their ExSTARS information report.

What information does IRS Form 8809-EX require?

The form collects Filer Information (including name, address, and Form 637 registration number), the Employer Identification Number (EIN), the filing period requested, and a reason for the extension request.

When is IRS Form 8809-EX due?

Filers must submit Form 8809-EX on or before the due date of the return they wish to extend. An automatic extension period is 30 days from the original due date.

Where do I file IRS Form 8809-EX?

To request an extension, send Form 8809-EX to the Internal Revenue Service Attn: Excise Unit-Stop 5701 in Cincinnati, OH 45999. The form can also be sent via email to [email protected].

How do I complete IRS Form 8809-EX?

First, complete all fields on Form 8809-EX, ensuring you provide a clear extension reason. If requesting an extension for both Form 720-TO and Form 720-CS, one form suffices. Finally, sign, title, and date the form before sending it to the IRS.

What happens if IRS Form 8809-EX is filed incorrectly?

If required information returns are filed late without an approved extension of time, the filer may be subject to a late filing penalty; if denied, the return must be filed by the required date or within 1 business day from the denial date.

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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.
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