Sample Letter to IRS to Change ITIN to SSN

For individuals transitioning from an Individual Taxpayer Identification Number (ITIN) to a Social Security Number (SSN), notifying the IRS is essential. This ensures all tax records are updated and linked to your new SSN, preventing issues with future filings or refunds.

Understanding how to communicate this change effectively can save time and avoid complications.

Key Documents to Gather

Before updating your tax records, collect the necessary documents to ensure a smooth process. Start with your new Social Security card, issued by the Social Security Administration, as it is the primary evidence of your updated taxpayer identification status.

Have your most recent tax return on hand. This document helps the IRS accurately update your records by providing a reference to previous filings under your ITIN. If you’ve received any correspondence from the IRS, such as notices or letters, include those as well, as they may provide relevant context.

Drafting the Letter

When writing to the IRS to request an update from ITIN to SSN, clarity is crucial. Begin with a formal salutation, such as “Dear Internal Revenue Service,” and use a concise subject line like “Request to Update from ITIN to SSN.”

In the body, include your full name, previous ITIN, and new SSN. Clearly explain the reason for your request, noting the change in residency or work status. Include key dates, such as when you received your SSN, to help the IRS process your request efficiently.

Mention the enclosed documents, such as a copy of your Social Security card and recent tax return, to support your request. Providing these details reassures the IRS of the legitimacy of your claim and facilitates accurate record updates. Include your contact information, such as a phone number and email address, so the IRS can reach you if needed.

Addressing and Mailing

Send your letter to the correct IRS office by verifying the appropriate address for your location. The IRS has different mailing addresses depending on the type of correspondence and your state. Check the IRS’s official website or recent correspondence for guidance.

Use certified mail with a return receipt requested through the United States Postal Service (USPS). This ensures proof of delivery and provides a record in case of disputes about the timing or receipt of your request. Keep copies of the letter and all accompanying documents for your records, as these may be needed for future reference.

Follow-Up Steps

After mailing your letter, monitor the status of your request to ensure the IRS processes the transition from ITIN to SSN. Processing times may vary due to the volume of requests, so patience is necessary. You can track your inquiry by contacting the IRS helpline at 1-800-829-1040 and providing your correspondence details.

In the meantime, file your taxes using your new SSN to ensure all future submissions reflect this change. This helps prevent discrepancies and ensures compliance with IRS regulations. If you receive IRS notices under your old ITIN, respond promptly by referencing your initial request and supplying any additional documentation if required.