Lucho Posted January 19, 2014 Report Posted January 19, 2014 Client has 2 W-2s, one with ITIN (for part of the year) and one with his SS# issued by immigration (taxpayer became legal resident in the middle of 2013). It looks as employer terminated him the day he presented his valid SS# and at the same time rehired him. My thought is as follows: File as before including only the w-2 with ITIN and transmit the return. Wait for him to get a small refund from that return. Give a couple of weeks after he got that refund and then, Amend that return to include the second W-2 explaining the changes. If anyone has already gone through this kind of situation and has something that shows me a better way to do it, I am willing to listen. Thank you in advance. May God bless this forum. Lucho Quote
Jack from Ohio Posted January 19, 2014 Report Posted January 19, 2014 File with both W-2's. Use the SS# on the return. If the taxpayer followed the proper steps to obtain his SS#, The IRS has already merged his ITIN and his SS# in their records. You are WAY overthinking this one. Quote
Lucho Posted January 19, 2014 Author Report Posted January 19, 2014 File with both W-2's. Use the SS# on the return. If the taxpayer followed the proper steps to obtain his SS#, The IRS has already merged his ITIN and his SS# in their records. You are WAY overthinking this one. Thank you for your help jack. Lucho Quote
Pacun Posted January 19, 2014 Report Posted January 19, 2014 Include both W-2s and use SS# on 1040. Don't forget to paper file it. (I guess you will have no choice if you enter the correct information on the W-2 input page). Depending on how much it worked using the ITIN, you might suggest to him to go to the SS Administration with W-2 and taxes so that he gets credit for his SS retirement. The IRS doesn't merge automatically, but most of the time, people don't care. My friend was on a payment plan under his ITIN and the next year he got a SS card and he qualified for EIC credit and got two big refund checks from the IRS while owing on the ITIN account. Quote
MsTabbyKats Posted January 19, 2014 Report Posted January 19, 2014 File with both W-2's. Use the SS# on the return. If the taxpayer followed the proper steps to obtain his SS#, The IRS has already merged his ITIN and his SS# in their records. You are WAY overthinking this one. Agree......and e-file. No need for paper. If someone has an ITIN number during the year, he cannot claim EITC, Quote
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