Can I e-file a return with an ITIN on screen 1 and an SSN on the W-2? Show Yes, however an additional entry is required as indicated by EF Message 5709: MISSING ID NUMBER: The taxpayer or spouse has an ITIN entered on screen 1 but the employee's identification number from box "a" of Form W-2, has not been entered on screen W2. In order to e-file the return, you must enter the employee's identification number in the ITIN override field at the bottom of screen W2 exactly as it appears on the employer-issued Form W-2. In an individual return, the program does not use a taxpayer’s or spouse's ITIN from screen 1 as the default for the box "Employee's social security number" on the W2. It remains blank and the return generates EF message 5709 to prevent e-filing. If the taxpayer's W2 displays a taxpayer identification number, you can remove the message and enable e-filing by entering the W2 TIN in the override field at the bottom of screen W2. Once all message pages are eliminated, the federal tax return can be e-filed. Note: Many states, but not all, accept returns showing an ITIN on screen 1 and an SSN on a W2. When you file your tax return or need to talk to the IRS, you’ll likely have to provide a tax identification number, which is also called a TIN or tax ID number. Here’s what a tax ID number is and how to apply for one. What is a tax ID number?A tax identification number, or TIN, is a unique nine-digit number that identifies you to the IRS. It's required on your tax return and requested in other IRS interactions. Social Security numbers are the most popular tax ID numbers, but four other kinds are popular too: the ITIN, EIN, ATIN and PTIN. Individual Taxpayer Identification Number (ITIN)What it is: An Individual Taxpayer Identification Number, or ITIN, is a nine-digit tax ID number for nonresident and resident aliens, their spouses and their dependents who cannot get a Social Security number. The IRS issues the ITIN. How to get an ITIN: To get an ITIN, fill out IRS Form W-7. You must prove your foreign/alien status and identity. Also, you must supply a federal income tax return to your Form W-7 (there are some exceptions; the instructions to the W-7 have the details). Organizations called “acceptance agents” have IRS authorization to help people get ITINs. Notes:
Employer Identification Number (EIN)What it is: An Employer Identification Number, or EIN, is a tax ID number for businesses that have employees; are corporations or partnerships; withhold taxes on income paid to nonresident aliens; have Keogh plans; are involved with certain types of organizations; or file employment, excise, or Alcohol, Tobacco and Firearms tax returns. The principal business must be in the United States or a U.S. territory, and the person applying for the EIN (it must be an individual, not an entity) must already have a Social Security number, ITIN or other EIN. The IRS may require an estate or trust to get an EIN. How to get an EIN: You can apply for this tax ID number online with the IRS. You can also fill out IRS Form SS-4 and fax it or mail it to the IRS. International applicants can call 1-267-941-1099 to get an EIN. Note: Your business may also need a separate state employer ID number. Adoption Taxpayer Identification Number (ATIN)What it is: An Adoption Taxpayer Identification Number, or ATIN, is a temporary, nine-digit tax ID number the IRS gives to people who are in the process of adopting a child. The IRS provides the number if the adopting parents cannot get a Social Security number for the child in time to file their tax return. The number identifies the child, not the parent, and is needed for the parent to claim the child as a dependent. How to get an ATIN: To get an ATIN, file IRS Form W-7A. You’ll need to attach a copy of the placement documentation. The child must be legally placed in your home for adoption. If you’re adopting a child from another country, you can still get an ATIN, but there are more rules (see the details here). Note:
Preparer Tax Identification Number (PTIN)What it is: A PTIN is a Preparer Tax Identification Number. The IRS requires anyone who prepares or assists in preparing federal tax returns for compensation to have a PTIN. Tax preparers must put their PTIN numbers on clients’ tax returns. How to get a PTIN: Preparers can get PTINs from the IRS online in about 15 minutes. Alternatively, they can fill out and mail IRS Form W-12. That method takes about four to six weeks. Note:
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