Get Irs W-12 2024-2025

This guide provides a clear and structured approach to completing the IRS W-12 form, which is essential for applying for or renewing your paid preparer tax identification number (PTIN). Whether you are submitting your application for the first time or renewing an existing PTIN, these steps will help you navigate the process smoothly.

Follow the steps to complete the IRS W-12 online effectively.

1. Click ‘Get Form’ button to obtain the W-12 form and open it in your preferred editor.
2. In section 1, enter your name and PTIN. Fill in your first name, middle name (if applicable), and last name. Indicate whether this is an initial application or a renewal by checking the appropriate box.
3. For section 2, if this is your initial application and you are submitting it between October 1 and December 31, choose whether you want your PTIN to be valid for the current or next calendar year, or specify any prior years if applicable.
4. In section 3, provide your U.S. issued Social Security number (SSN) or check the N/A box if you do not have an SSN. Additionally, enter your date of birth in the standard format.
5. Complete section 4 with your mailing address, including details of your street address, city, state, and ZIP code. Ensure you provide a valid phone number.
6. In section 5a, indicate if your business address is the same as your personal mailing address. If not, fill in the business address along with the corresponding phone numbers.
7. Section 5b requires you to state whether you are self-employed or an owner, partner, or officer of a tax return preparation business. If yes, provide the business name and any relevant identification numbers like your CAF Number, EIN, or EFIN.
8. Enter your email address in section 6, ensuring it is one you can access at all times.
9. In section 7, answer whether you have been convicted of a felony in the past 10 years, providing explanations if necessary.
10. Complete section 8 with the address of your last filed U.S. individual income tax return.
11. In section 9, check your filing status from the options provided and specify the tax year for your last return.
12. Section 10 requires you to confirm whether you are current on all individual and business federal taxes. Provide explanations if you answer 'No.'
13. In section 11, acknowledge your data security responsibilities as a paid tax return preparer.
14. Check the applicable professional credentials in section 12, providing necessary details for each credential.
15. Section 13 details the application fee. Ensure to include the correct payment for processing your application.
16. Sign and date the application in the signature section, ensuring compliance with the declaration.
17. Review your completed application for accuracy, then save changes, download, or print it for submission.

Start filling out your IRS W-12 form online today to ensure timely processing of your PTIN application.