topic Re: What it solved? I have the same issue. in Get your taxes done using TurboTax

I use to ITIN now I got SSN

mivelas — Fri, 31 May 2019 23:52:06 GMT

My wify now has SSN. So I cannot get the PIN from the irs for the e-filing. Does that mean that is going to be the first timefor her, so we should put 0 on the AGI?

According to the IRS.gov website, you should put 0 for he...

MikeW — Fri, 31 May 2019 23:52:08 GMT

According to the IRS.gov website, you should put 0 for her AGI. I have copied and pasted the text from the IRS website below.

"Question: If the taxpayer had an ITIN (IRS Individual Taxpayer Identification Number) when they filed their 2013 tax return, but now have a SSN this filing season (TY2014), what Prior Year AGI amount should be used?

Answer: If the taxpayer had ITIN when they filed their 2013 tax return, but now have an SSN to file their 2014 tax return, they should use “0” (zero) as the Prior Year AGI amount."

Here is the direct link to the answer on the IRS website (scroll down to the second to last question): http://www.irs.gov/uac/FAQ%27s-for-Preparing-and-e-Filing-Your-Own-Tax-Return

I have tried this several times, and each time my return...

kevin-j-owens — Fri, 31 May 2019 23:52:10 GMT

I have tried this several times, and each time my return is rejected.

My wife immigrated to America in December 2013 and we married shortly after. We were married in 2013, and filed as married-filing jointly. She did not have a SSN at the time, so she had to apply for an individual taxpayer identification number (ITIN). She has since received a SSN.

I've tried entering zero a few times and e-file my tax return, and each time I get a reply saying it was rejected.

I've also tried retrieving her PIN, and on the IRS website form it says you can enter the SSN or ITIN that was used for the 2013 filing. When I enter her ITIN it says it's not a valid number. I have the letter the IRS sent so I know what the number is, and I've tried several times.

I've also tried entering our total AGI (she didn't earn any money in 2013, so it would be the same as mine). That also didn't work.

If anyone who works at Intuit is reading this: please reach out to me because what your suggesting does not work. It would be great if I could talk to a real human being.

I suppose as a last resort I could print the tax return and file by mail, but I'm expecting a refund for a material amount of money, and I'd rather not delay receiving it further.

It often happens that there are problems efiling the year...

bine22 — Fri, 31 May 2019 23:52:12 GMT

It often happens that there are problems efiling the year you switch from an ITIN to an SSN. It's not so much a problem of the software, but a problem of the efiling database of the IRS (mainly when they update the data).

If entering Zero doesn't work, you should file on paper.

You should also inform the IRS of the switch to the SSN so they can combine the tax files.

http://www.irs.gov/Individuals/Additional-ITIN-Information

What do I do when I am assigned a social security number (SSN)?
Once you receive a SSN, you must use that number for tax purposes and discontinue using your ITIN. It is improper to use both the ITIN and the SSN assigned to the same person to file tax returns. It is your responsibility to notify the IRS so we can combine all of your tax records under one identification number. If you do not notify the IRS when you are assigned a SSN, you may not receive credit for all wages paid and taxes withheld which could reduce the amount of any refund due. You can visit a local IRS office or write a letter explaining that you have now been assigned a SSN and want your tax records combined. Include your complete name, mailing address, and ITIN along with a copy of your social security card and a copy of the CP 565, Notice of ITIN Assignment, if available. The IRS will void the ITIN and associate all prior tax information filed under the ITIN with the SSN. Send your letter to:

Internal Revenue Service
Austin, TX 73301-0057

The correct address is Internal Revenue Service ITIN Oper...

adalynn0520 — Fri, 31 May 2019 23:52:14 GMT

The correct address is Internal Revenue Service
ITIN Operations
PO BOX 149342
Austin, TX,78714

That is the address for ITIN applications

bine22 — Fri, 31 May 2019 23:52:15 GMT

That is the address for ITIN applications

Any solution to this problem?

badekumar — Fri, 31 May 2019 23:52:17 GMT

Any solution to this problem?

hi, I had exactly same issue. My wife used to have ITIN...

heeral-vora — Fri, 31 May 2019 23:52:19 GMT

hi,

I had exactly same issue. My wife used to have ITIN but has SSN now. After reading multiple internet pages here is something that finally worked for us. Just FYI she had already submitted change of ITIN to SSN form with IRS last year, so I guess the IRS database had already updated her ITIN and replaced it with her SSN against her name.

While filing taxes, where it asks for efile PIN, enter your/spouse PIN (this is for someone who always had SSN. The IRS site did allow me to generate the efile PIN for myself with 2014 form1040)

I left spouse section blank for the efile PIN although I did have the one with which we filed last year (since that PIN is associated with ITIN even after entering it multiple times it showed error) and not to mention that you are filing this years taxes with both SSN.

Go the tab of alternate ways to verify or something. In there select the second tab which says something like filing taxes for first time and AGI is 0. Since the IRS had no record of her SSN last year, it will not show any AGI in spite of married filed jointly. so in my case our combined AGI for last year wont work in this column.

Hope this helps. It did help us. Our efile was finally accepted today after scratching our heads around this for almost a week. Just keeping fingers crossed that there is no audit because of this ITIN SSN issue.

Good luck!

This is what I found on the IRS site, someone might find...

rahul73 — Fri, 31 May 2019 23:52:21 GMT

This is what I found on the IRS site, someone might find it useful.

If your client had an ITIN when they filed their Tax Year 2012 tax return, but now has a SSN to file their Tax Year 2013 tax return, they should use Zero (0) as the prior year AGI amount.

Any solution to this problem?

badekumar — Fri, 31 May 2019 23:52:23 GMT

Any solution to this problem?

Yes the only option is to do a paper file this year. The...

rahul73 — Fri, 31 May 2019 23:52:25 GMT

Yes the only option is to do a paper file this year. The IRS doesn't have the new SSN in there system so efile is not possible

Not true, efile IS possible! I did it!

Patience1040 — Fri, 31 May 2019 23:52:27 GMT

Not true, efile IS possible! I did it!

It always depends when the SSN was issued. Sometimes it w...

bine22 — Fri, 31 May 2019 23:52:28 GMT

It always depends when the SSN was issued. Sometimes it was enough time for the IRS to enter in the database, sometimes no. So first try to file with an AGI of zero, if that doesn't work, file on paper.

The .00 may work. but not often. You may just have to mai...

adalynn0520 — Fri, 31 May 2019 23:52:30 GMT

The .00 may work. but not often. You may just have to mail in your return. The system does not recognize ANY personal information fiiled from and ITIN going to an SSN. Plus it is a new SSN and that will take much longer to get a profile loaded into the system. 2015 is rejecting a lot of these returns. if you can get it to go thru your the lucky one

What it solved? I have the same issue.

dzmitry-viarzhbi — Fri, 31 May 2019 23:52:31 GMT

What it solved? I have the same issue.

In the same boat here. Called irs & they gave us a new pi...

Patience1040 — Fri, 31 May 2019 23:52:33 GMT

In the same boat here. Called irs & they gave us a new pin# so we didn't have to use agi. Right now we are at "has been received and is being processed". My state (Georgie) is where I'm worried now! Usually have it back in a week but just checked this morning & it changed from received & processing to received, please allow 6-8 weeks for processing"! So I'm guessing they are having to verify the change from itin to ss with the irs or something.

Used to have ITIN now SSN

DiKay — Mon, 03 Feb 2020 23:23:12 GMT

Thanks heeral-vora, It works for me.

My spause had ITIN now has SS.

I entered AGI for my spause 0 because the IRS doen't have record for Last year SSN

and I entered a 5 digits e-file pin# for my spause and the IRS accepted my Federal return

Re: I use to ITIN now I got SSN

jacl — Sat, 08 Feb 2020 20:49:40 GMT

As for my case:

We filed jointly with my wife's ITIN for our 2018 taxes
- Wife had 0 income and applied for ITIN along with the filing
During 2019, she received her SSN (around middle of the year)
We filed jointly again for 2019 taxes with her new SSN
- I selected "did not file taxes" on first try but it got rejected
- I tried again with the AGI amount from our 2018 tax filing (same as mine) but got rejected the second time.
- I tried again but this time, used $0. as the corrected amount and finally it got accepted.

Re: I use to ITIN now I got SSN

MaryK4 — Sat, 08 Feb 2020 21:03:19 GMT

Yes, zero is the correct amount to use since she is a first-time filer with that social security number. Just as a reminder, if you do get a social security number, you want to cancel the ITIN properly so that you have no issues in the future. Look for the information at Additional ITIN Information.

@jacl

Re: In the same boat here. Called irs & they gave us a new pi...

Anonymous — Sat, 07 Mar 2020 20:38:25 GMT

Married filing jointly e-file rejected with previous year's exact AGI amount as well as 0.

Filed 2018 tax through tax preparer who luckily had generated pin on my spouse's behalf.

So used last year's generated pins instead of AGI and e-file has been accepted