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

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