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Official form guide
Form 8809-EX: Request for Extension of Time To File an ExSTARS Information Return
Internal Revenue Service Form 8809-EX is used to request a 30‑day extension of time to file an ExSTARS information return (Form 720‑TO or Form 720‑CS) and is filed by terminal operators or bulk transport carriers who submit those returns. The request must be submitted on or before the original filing deadline.
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IRS Form 8809-EX - Request for Extension of Time To File an ExSTARS Information Return
Internal Revenue Service Form 8809-EX is used to request a 30‑day extension of time to file an ExSTARS information return (Form 720‑TO or Form 720‑CS) and is filed by terminal operators or bulk transport carriers who submit those returns. The request must be submitted on or before the original filing deadline.
Risk Radar
Scan points- 1Submitting the form without a reason causes an automatic denial.
- 2Omitting a reason for the extension request, which leads to automatic denial.
- 3Failing to include the employer identification number (EIN) on line 2.
- 4Not providing the Form 637 registration number on line 1.
- 5Submitting the form after the original return due date.
Plain English
Form 8809-EX asks the IRS for an extra 30 days to file the required ExSTARS report. You must give a clear reason, sign the form, and send it before the report’s original due date. If the IRS denies it, you must file the report immediately. Late filing without an approved extension can lead to a penalty.
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
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What this form is for
- Use this form when you need a 30‑day extension to file an ExSTARS information return (Form 720‑TO or Form 720‑CS).
- Do not use it when you are not filing Form 720‑TO or Form 720‑CS.
- Check Form 637 instead when you need to obtain an IRS registration number.
Form selector
Use this form or another form?
Need an IRS registration number for ExSTARS activities
Registration is required before filing ExSTARS returns
✓ Verify you do not already have a registration number
Filing the ExSTARS information return after an approved extension
The return must be submitted by the new deadline
✓ Confirm the extension period has ended
Filing the ExSTARS carrier summary report after an approved extension
The carrier report must be submitted by the new deadline
✓ Confirm the correct form version is used
Deadline or filing window
The trigger event is the original due date of the ExSTARS return. Form 8809‑EX must be filed on or before that date to obtain a 30‑day extension. A second Form 8809‑EX can be filed before the end of the first extension to request one additional 30‑day extension.
Checklist
What you need before filling it out
Filer information (line 1)
Name, address, contact name, telephone, Form 637 registration number · Form 8809-EX line 1
Employer identification number (line 2)
Valid EIN (not SSN or "Applied For") · Form 8809-EX line 2
Filing period (line 3)
Calendar period for which extension is requested · Form 8809-EX line 3
Extension request reason (line 6)
Brief clear reason for extension · Form 8809-EX line 6
Signature block
Signature, title, date · Form 8809-EX bottom section
Before you submit
- 1Verify the form revision date reads January 2014.
- 2Complete line 1 with full name, address, contact name, telephone, and Form 637 registration number.
- 3Enter a valid employer identification number on line 2.
- 4Specify the correct filing period on line 3.
- 5Check the appropriate type of extension request on line 4.
- 6Indicate request type (Initial or Additional) on line 5.
- 7Provide a brief but clear reason on line 6.
- 8Sign, title, and date the form under penalties of perjury.
- 9Attach any additional sheets required, each bearing name and EIN.
- 10Mail the completed form to IRS Attn: Excise Unit-Stop 5701G Cincinnati, OH 45999.
- 11Keep a copy of the submitted form for your records.
How to file this form
- 1Gather required information including name, address, contact, Form 637 registration number, EIN, filing period, and extension reason.
- 2Fill out Form 8809-EX lines 1‑6, checking the appropriate boxes for the type of extension and request.
- 3Sign, title, and date the form under penalties of perjury.
- 4Include any additional sheets if the reason or details exceed space.
- 5Mail the completed form to the IRS Excise Unit address (5701G Cincinnati, OH 45999) or email [email protected] as indicated.
- 6Retain a copy of the mailed or emailed form as proof of filing.
Known limitations
- 1Form 8809-EX does not apply to information returns other than Form 720‑TO or Form 720‑CS.
- 2A request without a reason on line 6 will be automatically denied.
- 3For a combined filing, a separate reason must be provided for each return.
- 4Only one additional 30‑day extension is allowed; a second extension cannot exceed 30 days.
- 5Filer must have a valid Form 637 registration number; without it the request cannot be processed.
Field map
Compact field-by-field guide
Entity Info
1 items
Name and taxpayer ID of the entity claiming the credit.
Credit Info
1 items
Type of credit or incentive being claimed.
Calculation
2 items
The base amount used to calculate the credit.
Calculated credit amount after applying formulas and limitations.
Certification
1 items
Detailed breakdown supporting the credit calculation.
Signatures
1 items
Sign and date the form.
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Fillable formOpen in Editor->Form 8809-EX is dated January 2014; the PDF points to www.irs.gov/form8809ex for the latest information.
What changed or needs a fresh check
- Edition date — confirm the form revision reads January 2014.
- Fee — Not stated in the official source.
- Mailing address — confirm you will send Form 8809-EX to Internal Revenue Service Attn: Excise Unit-Stop 5701G Cincinnati, OH 45999.
- Signature — confirm you sign under penalties of perjury, include title and date.
- Extension reason — confirm you provided a brief clear reason for the extension request.
- Additional sheet — confirm you attach extra sheets if needed, each with name and EIN.
Quick Facts
Downloads
After you file
- 1Keep the signed Form 8809‑EX and any supporting sheets in your records.
- 2Monitor your mail for a denial letter; if none arrives, consider the extension approved.
- 3If a denial letter is received, file the required return by the original due date or within 1 business day after the denial date, whichever is later.
- 4Retain proof of mailing (e.g., certified mail receipt) as evidence of timely filing.
- 5Update any change of address with the IRS to avoid late‑filing penalties.
- 6If the extension is approved, note the new due date (original due date + 30 days, or + 60 days if a second extension is granted).
Sources
- SRCForm p.1 — Use Form 8809‑EX to request a 30‑day extension of time to file an ExSTARS information report.
- SRCForm p.1 — All initial 30‑day requests will be honored except for those without a reason.
- SRCForm p.1 — For a combined filing, provide a reason for the extension request for each return.
- SRCForm p.1 — You may request one additional extension of not more than 30 days by submitting a second Form 8809‑EX before the end of the first extension period.
- SRCForm p.2 — If we do not send you a letter of denial, you may consider your extension request to be approved.
- SRCForm p.2 — If we deny an application, the information provider must file the return by the required filing date or within 1 business day from the official denial date, whichever is later.
- SRCForm p.2 — Mail address for filing: Internal Revenue Service Attn: Excise Unit‑Stop 5701G Cincinnati, OH 45999.
- SRCForm p.2 — Do not send the form to the IRS Tax Forms address; use the address above.
- SRCForm p.2 — Must provide a Form 637 registration number; if you do not have one, use Form 637 to apply.
- SRCForm p.2 — Must provide employer identification number (EIN); Social Security Numbers are not valid.
Common confusion points
Do I need to include a reason for the extension?
IRS automatically denies requests without a reason.
→ Verify that line 6 contains a brief but clear reason.
Can I request more than a 30‑day extension?
Only one additional 30‑day extension is permitted.
→ Ensure you submit a second Form 8809‑EX before the first extension ends and do not exceed another 30 days.
Will I receive a notice if my extension is approved?
IRS only sends a denial letter; no letter implies approval.
→ Check that no denial letter arrives; if none, treat the request as approved.
Where should I mail Form 8809‑EX?
The IRS Tax Forms address is not for this form.
→ Send the form to IRS Attn: Excise Unit‑Stop 5701G Cincinnati, OH 45999.
Do I need a Form 637 registration number to file?
A valid registration number is required on line 1.
→ Include the assigned IRS registration number or obtain one using Form 637.
Can I use one Form 8809‑EX for both Form 720‑TO and Form 720‑CS?
Combined filing is allowed but each return needs its own reason.
→ Provide separate reasons for each return on the form.
Workflow map
Related forms and next steps
Before
Current
After
Often used with
⚠ If something goes wrong
- Form 8809‑EX denial letter – follow the instruction to file the return promptly.
Questions about IRS Form 8809-EX
What is IRS Form 8809-EX used for?
Form 8809-EX asks the IRS for an extra 30 days to file the required ExSTARS report. You must give a clear reason, sign the form, and send it before the report’s original due date. If the IRS denies it, you must file the report immediately. Late filing without an approved extension can lead to a penalty.
Who must file IRS Form 8809-EX?
Terminal operators and bulk transport carriers that file Form 720‑TO or Form 720‑CS must file Form 8809‑EX.
What information does IRS Form 8809-EX require?
The form collects the filer’s name, address, contact person, telephone, Form 637 registration number, employer identification number, filing period, the type of ExSTARS return (720‑TO, 720‑CS, or combined), request type (initial or additional), and a brief reason for the extension.
When is IRS Form 8809-EX due?
File Form 8809‑EX on or before the original due date of the ExSTARS return.
Where do I file IRS Form 8809-EX?
Send the completed form to the IRS Excise Unit‑Stop, 5701G Cincinnati, OH 45999, or email [email protected].
How do I complete IRS Form 8809-EX?
Enter the filer’s name, address, contact person, telephone, and Form 637 registration number on line 1. Provide the EIN on line 2, the filing period on line 3, and select the appropriate return type on line 4. Choose initial or additional on line 5, give a brief reason on line 6, then sign, title, and date the form under penalties of perjury. Mail or email the form before the return’s due date.
What happens if IRS Form 8809-EX is filed incorrectly?
If the request is denied, the return must be filed by the original filing date or within one business day after the denial notice, and filing late without an approved extension can trigger a penalty.
Do I need to include a reason for the extension?
IRS automatically denies requests without a reason. Verify that line 6 contains a brief but clear reason.
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