Get About Form W-12, Irs Paid Preparer Tax Identification ...

Filling out the About Form W-12 is an essential step for individuals seeking to apply for or renew their IRS Paid Preparer Tax Identification Number (PTIN). This guide provides clear, step-by-step instructions tailored for users of all experience levels, ensuring the process is straightforward and effective.

Follow the steps to successfully fill out the About Form W-12 online.

1. Click ‘Get Form’ button to obtain the About Form W-12. This action will open the form for you to complete online.
2. In section 1, enter your first name, middle name, and last name. Indicate whether this is an initial application or a renewal.
3. In section 2, provide the year of your application or renewal, indicating if you want your PTIN to be valid for the current or next calendar year.
4. In section 3, enter your Social Security Number (SSN) and date of birth. If you do not have an SSN, check the N/A box.
5. In section 4, fill in your personal mailing address and phone number, ensuring to include your city, state, and ZIP code.
6. In section 5, provide your business address if it differs from your personal address, and check the box accordingly.
7. In section 6, enter the email address that should be used for communication regarding your application.
8. In section 7, indicate whether you have had any felony convictions in the past 10 years, and provide any necessary explanations.
9. In section 8, provide the address used on your last U.S. individual income tax return or check if you have never filed.
10. In section 9, select your filing status from the options provided and indicate the tax year related to your last tax return.
11. In section 10, indicate if you are current on both individual and business federal taxes, providing explanations if not.
12. In section 11, acknowledge your awareness of the necessity for a data security plan as a paid tax return preparer.
13. In section 12, check the applicable professional credentials and ensure expiration dates are filled correctly.
14. In section 13, note that the application processing fee of $19.75 must be included, ensuring separate checks for different years.
15. Once all sections are completed, review your information for accuracy and completeness, then sign and date the form.
16. Finally, save any changes made, and consider downloading or printing a copy for your records.

Complete your About Form W-12 online to obtain or renew your PTIN efficiently.