EIN for SSA-1099

[HV Ken]

If a taxpayer has withholding on their SSA-1099, ATX is requiring the EIN on the line 25 worksheet, number 6.

There is no EIN provided on the SSA-1099.

What are people doing to get past this?

[Margaret CPA in OH]

On page 1 when you click on the arrow for line 6a, fill in the information on line 1c of the worksheet.  The tax withheld carries to the total tax withheld.

[HV Ken]

That part I get. It's the requirement for the EIN that I am asking about.

[Pacun]

1 hour ago, HV Ken said:

That part I get. It's the requirement for the EIN that I am asking about.

Try to create an efile file and you will know if you are required to enter a number for line 25.

[Margaret CPA in OH]

If you follow the links, there is no requirement to enter an EIN because it is, by definition from SSA.  I think IRS is willing to accept the figures, including withheld tax, from form 1099SSA without an EIN. I've never entered it as, at least in ATX, it is never requested and has no place to be entered.  As the field next to the carried tax is blue, I don't believe it is required to be entered.  I've never had a return refused without an EIN for Social Security.  I say not to worry.

[HV Ken]

I created a test return. It is a RED error (at least using "Check Return")

[Abby Normal]

What happens if you enter a made up EIN (31-1111111)?

[jklcpa]

Looks like ATX needs to gray that box because SSA doesn't have an EIN as far as I know, so there's nothing that could be entered there.

[Lion EA]

I don't use ATX, but do you have an alternate data entry location? (In my software, I can enter the w/h in the same place that I enter SS benefits, for instance.)

[Max W]

Here it is. 

SSA's employer identification number (EIN) (52-6004813) 

[Max W]

2 hours ago, Abby Normal said:

What happens if you enter a made up EIN (31-1111111)?

It will be rejected.  I have had that happen when I keyed in an EIN which had a typo.

[Abby Normal]

6 minutes ago, Max W said:

Here it is. 

SSA's employer identification number (EIN) (52-6004813) 

Adding this to my list of form customizations, unless it causes an error to have the EIN with no withholding amount. brb

[Margaret CPA in OH]

Aha!  So this is new.  I looked at a return on 2019 ATX of a client with tax withheld from her SS.  That chart you show does not have EIN columns, just Filer and Spouse.  I guess all the other entries normally have a data field for EIN so it's usually there.  Thanks Max for finding it for us.  Now if only ATX would code it into the data input area for SS benefits or at least provide the space to enter it there.  Geez!  What a crock! 

I'll have to research and see about RRB1099 as I have a client to see if that is yet another number or whether both numbers are entered.  Grrr.... It's always something.

[Abby Normal]

You can customize the 1040 Ln 25-Tax WH tab to have the SSA EIN always there for you, in case you have withholding on a 1099-SSA, and it will NOT give you a red error if there is no SS withholding!

[HV Ken]

3 hours ago, Abby Normal said:

You can customize the 1040 Ln 25-Tax WH tab to have the SSA EIN always there for you, in case you have withholding on a 1099-SSA, and it will NOT give you a red error if there is no SS withholding!

Is the EIN for RRB1099 the same or different?

I think I will just code it in for the small number of SSA1099s I have that also have withholding. I bet it is less than 5% of my client base.

[Gail in Virginia]

12 hours ago, HV Ken said:

Is the EIN for RRB1099 the same or different?

I think I will just code it in for the small number of SSA1099s I have that also have withholding. I bet it is less than 5% of my client base.

The EIN for Railroad Retirement Board is actually on the RRB-1099R and the RRB-1099.  It is 36-3314600 so it is different than the number Max provided for SSA. 

[Margaret CPA in OH]

20 hours ago, Max W said:

Here it is. 

SSA's employer identification number (EIN) (52-6004813) 

Where did you find this number?  My search showed this:

Does the Social Security Administration have an EIN?

That is because Social Security Administration does not have one. The EIN is usually for employers. ... Select Social Security (SSA-1099, RRB-1009)Jun 6, 2019

I did see as Lion noted that RRB has an EIN listed on the form but not on any of 3 SSA 1099s I've seen.  It still just seems so very strange to now have to input it.  And I trust Abby Normal is correct.  Guess we will all find out soon enough!

[Lion EA]

Gail provided the RRB EIN.

[Margaret CPA in OH]

As noted elsewhere, some of us of a certain age at times make errors in attributions and more.  My apologies to Gail and thanks to Lion for the correction (see red cheeks).

[Lion EA]

I've done it, too, skimmed above too quickly and typed the wrong name!

[grandmabee]

This new this year.  A separate line for the 1099's withholding.  And yes good suggesting to customize forms to always have it there.

[Max W]

For anyone that wants to confirm the number I provided, it is under paragraph 3, just after the SSA address.

https://www.ssa.gov/OP_Home/hallex/I-01/I-1-4-2.html

[Margaret CPA in OH]

Thanks, Max, for the reference.  Curious that it isn't on the forms and has to date not been required.  Guess we needed more work to do

[HV Ken]

14 hours ago, Gail in Virginia said:

The EIN for Railroad Retirement Board is actually on the RRB-1099R and the RRB-1099.  It is 36-3314600 so it is different than the number Max provided for SSA. 

Because the EIN for RRB is different than SSA, I do NOT think the idea of changing the master form (proposed by @Abby Normal) is a good one.

[Jim Oh Bkkr]

20 hours ago, Gail in Virginia said:

The EIN for Railroad Retirement Board is actually on the RRB-1099R and the RRB-1099. 

I'm 99.99% certain it is also the same on RRRB provided sick-pay W-2's.