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📚 What This Guide Covers

This guide explains how to e-file a return when the ITIN and SSN do not match as expected.

⚠️ Before You Begin

Make sure you have the client’s ITIN and the SSN the taxpayer actually used to claim wages.

Step 1: Understand what the IRS expects

According to the IRS, this return should be e-filed even though there is a discrepancy in the use of the ITIN and an unrelated SSN.

The IRS would rather have the return filed this way than not be filed at all.

Step 2: Enter the ITIN on the Main Information Sheet

Enter the client’s ITIN on the Main Information Sheet. The program sends this ITIN to the W-2.

Step 3: Override the SSN on the W-2

Override the SSN field on the W-2 with the SSN the taxpayer actually used to claim wages for that job, so it matches the paper W-2 that the IRS previously received.

Step 4: Create and transmit the e-file

Create and transmit the e-file for this return.

The return will not be rejected by the IRS for the ITIN and SSN mismatch.

📞 Still Need Help?

If you are having trouble, contact our support team:

Phone: 1-800-516-9442

Or submit a support ticket