New Process for e-filing returns with ITINs and SSN mismatches

In past tax seasons, returns filed with an ITIN (Individual Taxpayer Identification Number) reporting wages paid had to have the ITIN listed on the wage statement to be eligible for electronic filing.  Due to programming changes the IRS’ e-file system, That is no longer required.

The taxpayer’s correct ITIN should be used as the identifying number at the top of Form 1040.  You ensure this is correctly done by entering the ITIN  when starting a tax return in your program, and when entering W2 information indicate the SSN that is actually shown on the wage statement from the employer.

Please contact our tax office support center with any questions on these types of returns.

 

Joseph Rogers

Recent Posts

Tax Certifications For Professional Tax Preparers

Tax season is a busy time for everyone involved, but it's especially important for taxpayers…

5 months ago

IRS Shutting Down MeF E-File System on November 18th, 2023: File Your Taxes Early!

The Internal Revenue Service (IRS) will be shutting down its Modernized e-File (MeF) system on…

6 months ago

2024 PTIN Renewals Open

The PTIN portal is officially open for new 2024 PTINs and for PTIN renewals for…

6 months ago

How Do I Get an ITIN?

An Individual Taxpayer Identification Number (ITIN) is a nine-digit number issued by the Internal Revenue…

7 months ago

What is a Tax Purpose for ITINs?

A "tax purpose" for an individual is the reason why they file a tax return…

7 months ago

Tax Credits for Undocumented Immigrants

Undocumented immigrants are often excluded from government benefits, but there are a few tax credits…

7 months ago

This website uses cookies.