Form 8868

(Rev. January 2024)

Department of the Treasury 

Internal Revenue Service 

Application for Extension of Time To File an Exempt Organization 

Return or Excise Taxes Related to Employee Benefit Plans

File a separate application for each return. 

Go to www.irs.gov/Form8868 for the latest information.

OMB No. 1545-0047

Electronic filing (e-file). You can electronically file Form 8868 to request up to a 6-month extension of time to file any of the forms 

listed below except for Form 8870, Information Return for Transfers Associated With Certain Personal Benefit Contracts. An extension 

request for Form 8870 must be sent to the IRS in a paper format (see instructions). For more details on the electronic filing of Form 

8868, visit www.irs.gov/e-file-providers/e-file-for-charities-and-non-profits.

Caution: If you are going to make an electronic funds withdrawal (direct debit) with this Form 8868, see Form 8453-TE and Form 8879-TE for payment 

instructions.

All corporations required to file an income tax return other than Form 990-T (including 1120-C filers), partnerships, REMICs, and trusts must use Form 

7004 to request an extension of time to file income tax returns. 

Part I — Identification

Type or 

Print 

File by the 

due date for 

filing your 

return. See 

instructions. 

Name of exempt organization, employer, or other filer, see instructions. Taxpayer identification number (TIN) 

Number, street, and room or suite no. If a P.O. box, see instructions. 

City, town or post office, state, and ZIP code. For a foreign address, see instructions. 

Enter the Return Code for the return that this application is for (file a separate application for each return) . . . . . .

Application Is For Return 

Code

Form 990 or Form 990-EZ 01

Form 4720 (individual) 03

Form 990-PF 04

Form 990-T (sec. 401(a) or 408(a) trust) 05

Form 990-T (trust other than above) 06

Form 990-T (corporation) 07

Form 1041-A 08

Application Is For Return 

Code

Form 4720 (other than individual) 09

Form 5227 10

Form 6069 11

Form 8870 12

Form 5330 (individual) 13

Form 5330 (other than individual) 14

• After you enter your Return Code, complete either Part II or Part III. Part III, including signature, is applicable only for an extension of 

time to file Form 5330.

• If this application is for an extension of time to file Form 5330, you must enter the following information.

Plan Name

Plan Number

Plan Year Ending (MM/DD/YYYY) 

Part II — Automatic Extension of Time To File for Exempt Organizations (see instructions)

The books are in the care of 

Telephone No. Fax No.

• If the organization does not have an office or place of business in the United States, check this box . . . . . . . . .

• If this is for a Group Return, enter the organization’s four-digit Group Exemption Number (GEN) . If this is 

for the whole group, check this box . . . . . If it is for part of the group, check this box . . . . . and attach 

a list with the names and TINs of all members the extension is for. 

1 I request an automatic 6-month extension of time until , 20 , to file the exempt organization return for

the organization named above. The extension is for the organization’s return for: 

calendar year 20 or 

tax year beginning , 20 , and ending , 20 . 

2 If the tax year entered in line 1 is for less than 12 months, check reason: Initial return Final return 

Change in accounting period 

3 a If this application is for Forms 990-PF, 990-T, 4720, or 6069, enter the tentative tax, less any

nonrefundable credits. See instructions. 3a $ 

b If this application is for Forms 990-PF, 990-T, 4720, or 6069, enter any refundable credits and 

estimated tax payments made. Include any prior year overpayment allowed as a credit. 3b $ 

c Balance due. Subtract line 3b from line 3a. Include your payment with this form, if required, by

using EFTPS (Electronic Federal Tax Payment System). See instructions. 3c $ 

For Privacy Act and Paperwork Reduction Act Notice, see instructions. Cat. No. 27916D Form 8868 (Rev. 1-2024) 
Form 8868 (Rev. 1-2024) Page 2 

Part III — Extension of Time To File Form 5330 (see instructions)

1 I request an extension of time until , 20 , to file Form 5330.

You may be approved for up to a 6-month extension to file Form 5330, after the normal due date of Form 5330.

a Enter the Code section(s) imposing the tax. 1a 

b Enter the payment amount attached. 1b $ 

c For excise taxes under section 4980 or 4980F of the Code, enter the reversion/amendment date 

(MM/DD/YYYY). 1c 

2 State in detail why you need the extension.

Under penalties of perjury, I declare that to the best of my knowledge and belief, the statements made on this form are true, correct, and complete, and that I am authorized 

to prepare this application.

Signature Date 

Form 8868 (Rev. 1-2024)