Go to the webpage www.irs.gov/ptin for information. Follow the instructions to submit Form W-12. If you submit your application online your PTIN generally will be provided to you immediately after you complete the application. By mail. Complete Form W-12. W-12 IRS Paid Preparer Tax Identification Number PTIN Application and Renewal Form Rev. October 2017 Department of the Treasury Internal Revenue Service Go OMB No. 1545-2190 to www.irs.gov/FormW12 for instructions and the latest information. 1...Name and PTIN First name Print in ink or Type Middle name Last name Initial application Renewal application 2 Year of Renewal Enter PTIN P If you checked the Initial application box and are submitting this form between October 1 and December 31 indicate below whether you want your PTIN to be valid for the current calendar year or the next calendar year. For Privacy Act and Paperwork Reduction Act Notice see instructions. Cat. No. 55469F Form W-12 Rev. 10-2017 For Internal Use Only F E A Page 2 7...Past Felony Have you been convicted of a felony in the past 10 years Convictions You must check a box. If Yes If Yes list the date and the type of felony conviction s. you must provide an explanation. If this is your initial application for a PTIN continue to line 8. Send the form to IRS Tax Professional PTIN Processing Center 1605 George Dieter PMB 678 El Paso TX 79936 Note Allow 4 to 6 weeks for processing of PTIN applications. If the expiration date is left blank or incomplete then NO...professional credential will be added when the application is processed. Attorney Licensed in which jurisdiction s Number s Expiration Date s Certified Public Accountant CPA Licensed in which jurisdiction s Enrolled Agent EA Enrolled Actuary Enrolled Retirement Plan Agent ERPA State Regulated Tax Return Preparer Certifying Acceptance Agent CAA None Sign Here Under penalties of perjury I declare that I have examined this application and to the best of my knowledge and belief it is true correct...and complete. I understand any false or misleading information may result in criminal penalties and/or the denial or termination of a PTIN. Your signature Please use blue or black ink Date MM/DD/YYYY How To File Online. Current calendar year Next calendar year Prior year s YYYY Check box es below for the prior year s you are renewing your PTIN* See line 2 instructions for additional guidance. Other prior year s SSN 3 SSN and Date of Birth - Date of birth MM/DD/YYYY / Street address. Use a P. O....box number only if the post office does not deliver mail to your street address. 4 Personal Mailing Address and Phone Number City or town state or province country and ZIP or foreign postal code. Do not abbreviate name of country. 5a Business Business address Check here if your business address is the same as your personal mailing address. If different enter it below. City or town state or province country and ZIP or foreign postal code. Do not abbreviate name of country. Domestic business phone...number Identification International business phone number EXT.
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Instructions and Help about IRS W-12
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How to fill out IRS W-12
Instructions and Help about IRS W-12
How to edit IRS W-12
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How to fill out IRS W-12
Filling out IRS W-12 involves providing personal information to apply for a Tax Preparer Identification Number (PTIN). Follow these steps:
01
Download the IRS W-12 form from the official IRS website or use pdfFiller.
02
Enter your name, address, and Social Security Number (SSN) as required.
03
Complete any additional sections pertinent to your qualifications and the services you provide.
04
Review your completed form for accuracy before submission.
About IRS W-12 2017 previous version
What is IRS W-12?
What is the purpose of this form?
Who needs the form?
When am I exempt from filling out this form?
Components of the form
What are the penalties for not issuing the form?
What information do you need when you file the form?
Is the form accompanied by other forms?
Where do I send the form?
About IRS W-12 2017 previous version
What is IRS W-12?
IRS W-12 is the Application for Tax Preparer Identification Number, used by tax preparers and other professionals to obtain a unique identifier. This number is essential for tax professionals who prepare or assist in preparing federal tax returns for compensation.
What is the purpose of this form?
The primary purpose of IRS W-12 is to facilitate the application process for tax preparers seeking to become authorized practitioners with the IRS. By obtaining a PTIN, tax preparers can legally render assistance in tax return preparation and ensure compliance with IRS requirements.
Who needs the form?
Tax preparers who are compensated for preparing federal tax returns need to file IRS W-12. This allows them to receive a PTIN, which is mandatory for all professional tax preparers. Individuals preparing tax returns for themselves or their family without compensation do not need this form.
When am I exempt from filling out this form?
You are exempt from filling out IRS W-12 if you are not a tax preparer receiving compensation for your services. Additionally, if you qualify for a PTIN exemption under IRS regulations, you may also be exempt. It’s crucial to verify your status to avoid unnecessary filing.
Components of the form
IRS W-12 consists of several key components, including sections for personal identification, the applicant's qualifications, and a declaration of compliance with IRS regulations. Each section must be filled out accurately to avoid delays in processing.
What are the penalties for not issuing the form?
Failure to file IRS W-12 when required can result in penalties, including fines. Tax preparers without a PTIN may also face disciplinary action from the IRS, potentially affecting their ability to prepare returns professionally. Compliance is crucial to maintain professional credibility.
What information do you need when you file the form?
When filing IRS W-12, you need your full name, SSN, and mailing address. Additionally, you may need to provide information regarding your qualifications and prior compliance history with the IRS if applicable. Ensure you have all required information readily available before beginning the form.
Is the form accompanied by other forms?
IRS W-12 does not need to be filed with other forms unless specific IRS instructions state otherwise. It is primarily a standalone application meant for obtaining a PTIN. However, ensure that your submissions comply with any additional requirements set by the IRS.
Where do I send the form?
Once completed, IRS W-12 must be submitted to the IRS. The submission options typically include online submission through the IRS website or mailing a paper form to the designated address provided in the form’s instructions. Be sure to check for the latest submission guidelines.
FAQ about IRS W-12
How can I correct mistakes on my IRS W-12 after filing?
If you've made an error on your IRS W-12, you can amend the form by submitting a corrected version along with a brief explanation of the changes made. Ensure it is marked correctly as a corrected form to avoid confusion. It's advisable to keep a copy of both the original and the amended version for your records.
How can I check the status of my IRS W-12 submission?
You can verify the status of your IRS W-12 by accessing the IRS online system or contacting the IRS directly. Keep your submission confirmation details handy, as you may need these to inquire about processing. Common e-file rejection codes can also provide insights into any issues encountered during submission.
What are the best practices for keeping records of my IRS W-12 submissions?
It's important to maintain records of your IRS W-12 submissions for a minimum of three years. This period allows you to defend against potential audits or inquiries. Ensure that your records are secure yet accessible, taking advantage of both digital and physical storage solutions to enhance data security.
What should I do if I receive an audit notice related to my IRS W-12?
If you receive an audit notice regarding your IRS W-12, you should review the notice carefully and gather all relevant documentation. It’s wise to consult with a tax professional for guidance on how to respond appropriately, ensuring that you provide all requested information to avoid further complications.
Are there any specific troubleshooting steps for e-filing my IRS W-12?
When e-filing your IRS W-12, ensure your software is up-to-date and compatible with IRS systems. Common issues may arise from incorrect input formats or missing information; therefore, running a pre-submission check through the software can help identify potential errors before submission.
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