What is the difference between 15397 and 8809?

Category: FAQInformation Returns

Feature   Form 15397   Form 8809   Purpose   Extension to furnish recipient copies   Extension...

Who needs to file Form 15397?

Category: FAQInformation Returns

Any issuer or transmitter who needs additional time to furnish copies of information returns to payees/recipients must file Form 15397. This includes...

When can I request Form 15397?

Category: FAQInformation Returns

You can request Form 15397 as soon as you know you need extra time, but not before January 1 of the tax year. The form must be submitted on or before the...

What is Form 15397?

Category: FAQInformation Returns

Form 15397, Application for Extension of Time to Furnish Recipient Statements, is an IRS form used by employers and payers to request a one-time 30-day...

Can tax returns be e-filed during the MeF shutdown?

Category: FAQGeneral

No. Once the “Send Submissions” service shuts down at 11:59 a.m. ET on December 26, 2025, new federal tax returns cannot be transmitted through MeF....

When does the IRS MeF Production Shutdown begin? 

Category: FAQGeneral

The IRS MeF Production Shutdown begins on Friday, December 26, 2025. The “Send Submissions” service stops at 11:59 a.m. Eastern Time, after which no new...

Do I need to file Form 1041 if I have already filed Form 5227?

Category: Exempt Org. FormsFAQ

If you’ve already filed Form 5227 for a split-interest trust, you might wonder whether you still need to submit Form 1041, the Income Tax Return for Estates...

What happens if i fail to submit Form 5227

Category: Exempt Org. FormsFAQ

Failing to file Form 5227, the Split Interest Trust Information Return, can lead to several consequences. Since this form reports the activities of split...

What are split-interest trusts, and how do they work? 

Category: Exempt Org. FormsFAQ

A split-interest trust is a type of trust that benefits both charitable and noncharitable beneficiaries. Unlike traditional trusts that may only benefit one...

How to Avoid Common Filing Mistakes on Form 5227 

Category: Exempt Org. FormsFAQ

Filing Form 5227 (Split-Interest Trust Information Return) can feel complicated because it involves special reporting rules for both charitable and...

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