EXEMPT ORGANIZATION TAX EXTENSION

Form 8868

The deadline to file your Exempt or Non-Profit Organization return is less than a month

away. If you need more time to prepare your tax return you can use Form 8868, officially

called an Application for Extension of Time to File an Exempt Organization Return, to file an

extension. The deadline to file an Exempt Organization Tax Extension is May 15, 2014. If

you don’t think you’ll be able to hit that May 15th deadline, you can E-File Form 8868 at

ExpressExtension.com. The IRS will grant you an extra three months to file.

IRS Form 8868 is used by an exempt or nonprofit organization to request:

An automatic 3-month extension of time (6-months for a corporation required to file

Form 990-T)

To apply for an additional (Not automatic) 3-month extension if the original 3-month

extension was enough time.

Automatic Extension

The First Part of a Non-Profit Tax Extension is an Automatic 3 Month Extension of Time to

File. Unless a Non-Profit Organization files a Form 990-T, the first part will only extend the

deadline by 3 months. (990-T extends the deadline for 6 months)

Not Automatic Extension The Second Part of this form is an additional 3 month tax extension. This additional

extension can only be filed if the organization has already been granted the first 3 month

extension.

Who can file form 8868?

Charitable Organization

Churches & Religious Organization

Private Foundations

Other Non-profits

What you will need to file form 8868? For a Exempt tax extension, you’ll need your name, address, EIN(Employer Identification

number)/ FEIN, estimated amount of tax owed to the IRS if any and the type of the tax

form that normally file your income tax returns on (for example, 990, 990-EZ, 990-T, etc.)

How do I electronically file for an extension?

Form 8868 Parts I and II can now both be filed electronically or on paper. You must use an

authorized e-file provider to file Form 8868 electronically.

The Extension form cannot be e-mailed to the IRS. A copy of the Extension should not be

attached to an e-filed return. Choosing to file extension electronically does not require you

to file to return electronically.

The e-file requirement for the large exempt organization applies to Forms 990 and 990-PF,

and doesn’t apply to the extension form. The extension may be filed electronically or on

paper.

Use form 8868, Application for Extension of time to file an Exempt Organization Return, to

request an automatic 3 month (6 month for form 990-T filed by a corporation)

extension of time to file any of the following returns:

Form 990 -Return of Organization Exempt from Income Tax

Form 990-EZ -Short Form Return of Organization Exempt from Income Tax

Form 990-PF -Return of Private Foundation

Form 990-T -Unrelated Business Income Tax Return

Form 1041-A -U.S. Information Return – Trust Accumulation of Charitable Amounts

Form 4720 -Return of Certain Excise Taxes on Charities and Other Persons under Chapter 41 and 42 of the Internal Revenue Code

Form 5227 -Split Interest Trust Information Return

Form 6069 -Return of Excise Tax on Excess Contributions to Black Lung Benefit Trust under Section 4953 and Computation of Section 192 Deduction

Form 8870 -Information Return for Transfers Associated with Certain Personal Benefit

Contracts.

Please note: IRS Form 8868 does not extend the time for payment of tax. Generally,

payment of any balance due according to IRS Form 8868 is required by the due date of the

return for which this extension is filed.

ExpressExtension is an IRS authorized E-File Provider. The IRS has stated

numerous times that E-Filing is the quickest and most secures way to file.

ExpressExtension is the safest, fastest, most efficient, and most affordable way to

file a tax extension with the IRS.

With its streamlined design and user-friendly interface, ExpressExtension will walk you

through each step of the process in less than 10 minutes. Everything is spelled out in easy

to read instructions, not confusing tax jargon. However, should you have any questions

about E-Filing Form 8868, you can call, email or chat online with the Express Tax Support

Center in Rock Hill, SC at 803-514-5155 between the hours of 8am – 6pm EST, Monday

through Friday or email support@ExpressExtension.com