IRS W-12 2024-2025 free printable template

If you have an SSN you are required to provide it. Failure to provide your SSN or check the N/A box will result in your PTIN application being rejected. Provide your Date of Birth. W-12 Form Rev. October 2024 Department of the Treasury Internal Revenue Service IRS Paid Preparer Tax Identification Number PTIN Application and Renewal OMB No. 1545-2190 Go to www.irs.gov/FormW12 for instructions and the latest information. 1 Name and PTIN First name Middle name Last name Print in ink or Type Initial...application Renewal application Enter PTIN P 2 Year of 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. Renewal Current calendar year Next calendar year Prior year s YYYY If you are applying for a prior year s write each year s below. Use the following format. YYYY See line 2 instructions for additional guidance. Prior year s 3...SSN and Date of Birth You must provide your SSN or check the N/A box Provide your U*S* issued Social Security Number SSN. SSN If you do not have an SSN then check the N/A box. Make sure to use the standard U*S* format Month/Day/Year Example April 01 1956 04/01/1956 N/A 4 Personal Street address. Use a P. O. box number only if the post office does not deliver mail to your street address. 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 International business phone number EXT. Identification Are you self-employed or an owner partner or officer of a tax return preparation business If Yes then complete this line. If No go to...line 6. Enter the business name. Your CAF Number EIN Yes No Website address optional For Privacy Act and Paperwork Reduction Act Notice see instructions. Cat* No* 55469F For Internal Use Only PID CS Date Int LTR Form W-12 Rev* 10-2024 Page 2 6 Email Address Enter the email address that should be used to contact you. Provide an email address you have access to at ALL times. 7 Past Felony Have you been convicted of a felony in the past 10 years Convictions If Yes you If Yes list the date and the...type of felony conviction s. must provide an explanation* You must check a box If this line is left blank your form will not be processed 8 Address of Your Last U*S* Individual Income Tax Return Filed 9 Filing Status and Tax Year Enter the address used on your last individual U*S* federal tax return you filed* requirement. If this is an initial application See line 8 instructions for documents that must be submitted with this form* Single Head of Household Married filing jointly Qualifying widow...er with dependent child Tax Year YYYY Note If your last return was filed more than 4 years ago see instructions.

Instructions and Help about IRS W-12

How to edit IRS W-12

How to fill out IRS W-12

Instructions and Help about IRS W-12

How to edit IRS W-12

To edit IRS W-12, you need to ensure you have the most recent version of the form. Utilize pdfFiller to upload the form, which allows for easy editing. Simply open the form in the pdfFiller interface, make any necessary changes, and save the updated document for your records.

How to fill out IRS W-12

To fill out IRS W-12, carefully follow these steps:

1. Obtain the latest version of Form W-12 from the IRS website or through a trusted source.
2. Provide your personal details, including your name, address, and Social Security Number (SSN) or Individual Taxpayer Identification Number (ITIN).
3. Complete the sections regarding your professional credentials and employment status.
4. Sign and date the form at the bottom to validate your application.
5. Submit the completed form according to the instructions provided.

Latest updates to IRS W-12

Latest updates to IRS W-12

It is essential to stay informed about any updates to IRS W-12. The IRS periodically revises forms to reflect changes in tax policy or procedure. Always check the IRS website or reliable tax resources for the latest version and any changes in filing instructions.

All You Need to Know About IRS W-12

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?

All You Need to Know About IRS W-12

What is IRS W-12?

IRS W-12 is officially titled "Application for Tax Preparer Identification Number." This form is utilized by individuals who wish to obtain a Preparer Tax Identification Number (PTIN) to legally prepare federal tax returns for compensation.

What is the purpose of this form?

The purpose of IRS W-12 is to collect necessary information from tax preparers to issue a PTIN. This number is mandatory for any tax professional who is compensated for preparing federal tax returns. Having a PTIN allows the IRS to track and regulate tax preparers, ensuring compliance with federal tax laws.

Who needs the form?

Individuals who are required to file IRS W-12 include tax preparers who provide paid services to clients. This includes Certified Public Accountants (CPAs), tax advisors, and anyone else who prepares tax returns for compensation. Additionally, anyone who previously obtained a PTIN must renew their application every year using this form.

When am I exempt from filling out this form?

You may be exempt from filling out IRS W-12 if you prepare only your own tax returns without receiving any compensation or if you are a volunteer tax preparer for a qualifying organization. Additionally, certain professionals, such as attorneys or enrolled agents, may have alternative means of obtaining a PTIN and may not need to complete this form.

Components of the form

IRS W-12 includes several sections that tax preparers must complete. Key components include personal identification information, a declaration of compliance with tax regulations, and sections regarding any previous PTIN. It’s vital to fill out all applicable information accurately to avoid delays in processing.

What are the penalties for not issuing the form?

Failing to comply with IRS requirements related to tax preparers, including not obtaining a PTIN through IRS W-12, can result in penalties. These may include fines, disqualification from preparing tax returns for compensation, and legal repercussions for unauthorized practice. Tax preparers should adhere strictly to IRS rules to avoid such penalties.

What information do you need when you file the form?

When filing IRS W-12, you need to have your personal information ready, including your legal name, mailing address, and Social Security Number (or ITIN). Additionally, be prepared to disclose your professional background, including any previous PTINs and compliance history with tax laws. Providing accurate and complete information is crucial for the processing of your application.

Is the form accompanied by other forms?

IRS W-12 does not need to be submitted with any other forms unless specifically instructed. However, if you have existing PTINs or other IRS forms that are relevant to your application, it may be beneficial to have them on hand for reference when completing your application.

Where do I send the form?

Once IRS W-12 is completed, it should be sent to the address designated by the IRS for PTIN applications. Typically, this information can be found on the IRS website or the instructions provided with the form. Ensure that your submission is accurately directed to avoid delays in processing.