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Should I update my wife's personal data and replace the ITIN with her new SSN she got in 2021?

I updated her personal data with the SSN but my Federal e-File was rejected because the AGI doesn't match the AGI no the database, most likely because now she has a second record with no previous activity. So how do I tell the IRS that this new SSN is linked to her ITIN?
We have been filing with her ITIN for 6 years and she just got her SSN in January 2021.
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2 Replies
JeffreyR77
Expert Alumni

Should I update my wife's personal data and replace the ITIN with her new SSN she got in 2021?

It is likely the IRS records are not yet updated with the new Social Security Number. 

 

Social Security has linked her ITIN with her new SSN, however it does take time for the Social Security date bases to be synchronized with the IRS data bases.

 

You can either efile under the ITIN or print and mail the tax return with the new social security number with a statement providing the ITIN and the new social security number. 

Should I update my wife's personal data and replace the ITIN with her new SSN she got in 2021?

Short answer Yes, use the new SSN. When I try to e-file I go the error IND-032-04 because the IRS has my wife ITIN and not the new SSN. In another post I found you should enter 0 when asking for your wife Adjusted Gross Income (AGI). This is the link to IRS

 

https://www.irs.gov/e-file-providers/self-select-pin-method-for-forms-1040-and-4868-modernized-e-fil...

 

Copy/Paste from IRS

If my client had an ITIN (IRS Individual Taxpayer Identification Number) when they filed their prior year tax return, but now has a SSN for the current filing season, what prior year AGI amount do they use?


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

 

Link to Turbo question that helped me:  https://ttlc.intuit.com/community/taxes/discussion/the-e-file-was-rejected-because-of-ind-032-04-the...

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