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Jose63
New Member

Merging Itin and SSN

I mailed my 2023 Tax return before April 15 2024,  I attached letter along with copy of my itin and my SSN to rescind my Itin. just because in presiding years I was using an Itin and now I got issued a Social Security number.

Today date December 6, 2024 and IRS still have not processed my return, no letter issued, I expect a refund.

Can any one tell me how to deal with this issue, how to proceed with IRS in order my return be processed?

I will really appreciate any advise.

 

Thank you

 

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1 Reply

Merging Itin and SSN

IRS website - https://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 

 

If you did all the above and still have not received the tax refund then you need to contact the IRS -

 

Call the IRS: 1-800-829-1040 hours 7 AM - 7 PM local time Monday-Friday
When calling the IRS do NOT choose the first option re: "Refund", or it will send you to an automated phone line.
So after first choosing your language, then do NOT choose Option 1 (refund info). Choose option 2 for "personal income tax" instead.
Then press 1 for "form, tax history, or payment".
Then press 3 "for all other questions."
Then press 2 "for all other questions."
- When it asks you to enter your SSN or EIN to access your account information, don't enter anything.
- After it asks twice, you will get another menu.

Press 2 for personal or individual tax questions.
Then press 3 for all other inquiries
It should then transfer you to an agent.

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