How to Change ITIN to SSN With the IRS Online
Learn how to seamlessly transition from an ITIN to an SSN online with the IRS, including eligibility, forms, and updating your tax records.
Switching from an Individual Taxpayer Identification Number (ITIN) to a Social Security Number (SSN) is a significant step for many individuals in the United States. This transition simplifies tax filing and aligns with legal employment and benefits eligibility.
Eligibility Requirements
To transition from an ITIN to an SSN, individuals must have legal authorization to work in the United States, typically through a work visa or permanent residency. The Social Security Administration (SSA) issues SSNs, not the IRS. After obtaining an SSN, it is crucial to update tax records with the IRS to avoid discrepancies, such as delayed refunds. Taxpayers who previously filed returns using an ITIN must inform the IRS of their new SSN. Once an SSN is issued, the IRS Form W-7, which is used for ITIN applications, is no longer applicable.
Required Forms and Documentation
Gathering the necessary documentation is essential for a smooth process. A copy of the Social Security card is required as proof of the new SSN. Additionally, a copy of the most recent tax return filed under the ITIN should be included to assist the IRS in updating records. Supporting identification documents, such as a driver’s license or passport, may also be needed to verify identity. To avoid delays, ensure all information is accurate and current. Including a cover letter that explains the change and lists enclosed documents can help streamline communication with the IRS.
Online Submission Steps
To update an ITIN to an SSN online, visit the IRS’s official website and log in to the IRS Online Account. If you do not already have an account, create one by providing personal information and completing the identity verification process. Once logged in, navigate to the section for updating personal information and enter the new SSN. Upload required documents, such as the Social Security card, through the secure portal. Save records of all submissions, as the system typically provides a confirmation number or receipt.
Processing Time After Submission
The IRS generally takes four to six weeks to process the update, though this may vary depending on the volume of requests, especially during peak tax season. Monitor any correspondence from the IRS, as they may request additional information or clarification. Responding promptly can help prevent delays. Expect a confirmation letter acknowledging the update, which should be kept with tax records.
Updating Tax Records
After the transition from ITIN to SSN is complete, updating tax records is necessary. Notify the IRS by drafting a formal letter that includes the taxpayer’s full name, previous ITIN, new SSN, and any affected tax years. Attach supporting documentation, such as a copy of the SSN card, for verification. Send the letter to the IRS address where the last tax return was filed and retain a copy for personal records. Inform tax professionals managing accounts of the change to ensure future filings use the correct SSN. Update tax software programs to avoid errors in future submissions. Keeping financial records accurate prevents mismatches in IRS records and potential complications.