rich Posted February 7, 2011 Report Share Posted February 7, 2011 Client got two W2's from same employer, one with ITIN number and other with social security #.How can I handle this situation? Thanks in advance. Quote Link to comment Share on other sites More sharing options...
grmy2h Posted February 7, 2011 Report Share Posted February 7, 2011 I have never dealt with this situation, but I read the following on the IRS Site: http://www.irs.gov/individuals/article/0,,id=120580,00.html Tax returns filed with an Individual Taxpayer Identification Number reporting wages paid are required to show the Social Security Number under which the wages were earned. This creates an identification number (ITIN/SSN) mismatch. In the past, returns with this mismatch could only be filed on paper. Due to programming changes the IRS' e-file system can now accept these returns. The taxpayer's correct ITIN should be used as the identifying number at the top of Form 1040. When inputting W-2 information, the SSN should be entered exactly as shown on the Form W-2 issued by the employer. It is now possible to e-file a return with an ITIN/SSN mismatch. Quote Link to comment Share on other sites More sharing options...
Pacun Posted February 7, 2011 Report Share Posted February 7, 2011 Client got two W2's from same employer, one with ITIN number and other with social security #.How can I handle this situation? Thanks in advance. Ask employee for paycheck stubs to see if amounts are correct and paper file attaching both W-2s. Quote Link to comment Share on other sites More sharing options...
Chowdahead Posted February 8, 2011 Report Share Posted February 8, 2011 Does the client have an SSN or an ITIN? If they have an ITIN, you must enter the ITIN at the top of the return, and then in the W-2 input sheet, where it says "Taxpayer Identification Number", enter in the SSN that you see on one of the W-2. If you notice, whenever there is an ITIN on the top of the return, ATX will not automatically enter the ITIN for the taxpayer on the W-2 Input sheet. Quote Link to comment Share on other sites More sharing options...
Pacun Posted February 8, 2011 Report Share Posted February 8, 2011 Regardless, you have to paper file. Quote Link to comment Share on other sites More sharing options...
kcjenkins Posted February 8, 2011 Report Share Posted February 8, 2011 Actually, Pacun, now you CAN efile them. New this year. Quote Link to comment Share on other sites More sharing options...
Pacun Posted February 8, 2011 Report Share Posted February 8, 2011 Actually, Pacun, now you CAN efile them. New this year. I believe you could efile if the client has an ITIN, but poster didn't specify wether the return will be filed with ITIN or SS#. You cannot efile if the client is filing with a SS#. I had a client who has a SS# and by mistake his employer had a typo on her w-2. ATX didn't let me efile. Quote Link to comment Share on other sites More sharing options...
Pedro Posted February 10, 2011 Report Share Posted February 10, 2011 Regardless, you have to paper file. Hi I have a similar situation, client has an ITIN but his W2 forms instead of social security number said "Applied For". Can't e-file return and I am afraid to send it by mail, according with new IRS rules can't paper file. Pedro Quote Link to comment Share on other sites More sharing options...
rich Posted February 13, 2011 Author Report Share Posted February 13, 2011 Thanks to all for valuable responses. Client is filing schedule A so will try to efile after feb 14 and see what happens. Quote Link to comment Share on other sites More sharing options...
Pacun Posted February 13, 2011 Report Share Posted February 13, 2011 Hi I have a similar situation, client has an ITIN but his W2 forms instead of social security number said "Applied For". Can't e-file return and I am afraid to send it by mail, according with new IRS rules can't paper file. Pedro You can paper file by attaching form 8948 with 1040 and keeping one for your records. If efile is rejected with an error code, you mention that error code in form 8948. Quote Link to comment Share on other sites More sharing options...
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