| What is an ITIN? |
An Individual Taxpayer Identification Number (ITIN) is a tax processing number issued by the Internal Revenue Service. It is a nine-digit number that always begins with the number 9 and has a range of 70-88 in the fourth and fifth digit, example 9XX-70-XXXX.
IRS issues ITINs to individuals who are required to have a U.S. taxpayer identification number but who do not have, and are not eligible to obtain a Social Security Number (SSN) from the Social Security Administration (SSA).
ITINs are issued regardless of immigration status because both resident and nonresident aliens may have a U.S. filing or reporting requirement under the Internal Revenue Code.
Individuals must have a filing requirement and file a valid federal income tax return to receive an ITIN, unless they meet an exception. |
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| What is an ITIN used for? |
ITINs are for federal tax reporting only, and are not intended to serve any other purpose. IRS issues ITINs to help individuals comply with the U.S. tax laws, and to provide a means to efficiently process and account for tax returns and payments for those not eligible for Social Security Numbers (SSNs).
An ITIN does not authorize work in the U.S. or provide eligibility for Social Security benefits or the Earned Income Tax Credit. |
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| Who needs an ITIN? |
IRS issues ITINs to foreign nationals and others who have federal tax reporting or filing requirements and do not qualify for SSNs. A non-resident alien individual not eligible for a SSN who is required to file a U.S. tax return only to claim a refund of tax under the provisions of a U.S. tax treaty needs an ITIN.
Other examples of individuals who need ITINs include:
A nonresident alien required to file a U.S. tax return
A U.S. resident alien (based on days present in the U.S.) filing a U.S. tax return
A dependent or spouse of a U.S. citizen/resident alien
A dependent or spouse of a nonresident alien visa holder |
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| Which port does help desk support's TeamViewer use? |
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By default TeamViewer uses only the outgoing port 80 (HTTP) - no firewall configuration is necessary. Alternatively you can open port 5938 (TCP) for outgoing connections. If connection problems persist, you can also try opening port 5890. |
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| Do you have a list of important dates for reporting year 2009 (2010)? |
IMPORTANT DATES FOR 2009 (2010)
02/01/10 - Mail Form 1098, 1099, 3921, 3922, and W2G Recipient Copies
02/01/10 - Mail Participant Copies for Forms 5498 (Furnishing FMV/RMD Information)
02/01/10 - Mail Form W2 Employee Copies
03/01/10 - File Form 1098, 1099, 3921, 3922, and W2G with IRS via Paper (Copy A)
03/01/10 - File Form W2 with SSA via Paper (Copy A)
03/15/10 - Mail Form 1042-S Recipient Copies
03/15/10 - File Form 1042-S with IRS via Paper or E-File via IRS FIRE
03/31/10 - E-File Form 1098, 1099, 3921, 3922, and W2G returns with IRS FIRE
03/31/10 - E-File Form W2 with SSA via SSA Business Services Online
04/30/10 - Mail 5498-ESA Recipient Copies
06/01/10 - Mail 5498-SA Recipient Copies
06/01/10 - Mail Recipient Copies for Forms 5498 Reporting Contributions
06/01/10 - File Form 5498, 5498-ESA, and 5498-SA with IRS via Paper or IRS FIRE
08/01/10 - File All 1098, 1099, 3921, 3922, 5498, and W2G Corrections
08/01/10 - File All 1042-S Corrections with IRS via Paper or IRS FIRE
08/01/10 - File All 2009 W2 Corrections (W2c) |
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| What are some of the most common problems with electronic files? |
Discrepancy Between IRS/ECC-MTB Totals and Totals in Payer C Records. The C Record is a summary record for a type of return for a given payer. IRS compares the total number of payees and payment amounts in the B records with totals in the C Records. The two totals must agree. Do NOT enter negative amounts except when reporting Forms 1099-B or 1099-Q. Money amounts must be all numeric, right-justified and zero (0) fill unused positions. Do Not Use Blanks.
Missing Correction Indicator in Payee B Record. When a file is submitted as a correction file, there must be a correction indicator, G or C in position 6 of the Payee B record.
Incorrect TIN in Payer A Record. The Payers TIN reported in positions 12-20 of the A record must be a nine-digit number. (Do Not Enter Hyphens.) The TIN and the First Payer Name Line provided in the A record must correspond.
Incorrect Tax Year in the Transmitter T Record, Payer A Record and the Payee B Records. The tax year in the transmitter, payer and payee records should reflect the tax year of the information return being reported. For prior tax year data, there must be a P in position 6 of the Transmitter T record. This position must be blank for current tax year data.
Incorrect use of Test Indicator. When sending a test file, position 28 of the Transmitter T record should contain a T, otherwise blank fill.
Incorrect Format for TINs in the Payee B Record. TINs entered in positions 12-20 of the Payee B record must consist of nine numerics only. (Do Not Enter Hyphens.) Incorrect formatting of TINs may result in a penalty.
Distribution Codes for Form 1099-R reported incorrectly.
The Payment Amount Fields in the B Record Do Not Correspond to the Amount Codes in the A Record. The Amount Codes used in the A record MUST correspond with the payment amount fields used in the B records. The amount codes must be left-justified, in ascending order with the unused positions blank. For Example: If the B records show payment amounts in payment amount fields 2, 4, and 7, then the A Record must correspond with 2, 4, and 7 in the amount codes field. |
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| Can I download Account Ability after ordering online? |
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Yes. Click here for instructions. |
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| Why does my W2 Control Report show [RET. PLAN] after some employees? |
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The 'Retirement' indicator is checked on their Form W2. |
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| What is the Export Control Classification Number (ECCN) for Account Ability? |
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ECCN=EAR99, applies to all versions, updates, and service packs. No license is required for the export of this software to the mass marketplace. |
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| Have you ever considered adding Form 1042-S to Account Ability? |
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Yes, we have! In fact, IDMS is currently working on a 1042-S reporting system that will be added to the Account Ability product line as a stand-alone product. All licensed users of Account Ability will be informed of its release via email and the web. |
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| I cannot remember the password for one of my accounts. Can you help me? |
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Possibly. Account Ability maintains an encrypted key of each password you enter. If this key has not been erased from your system, IDMS can determine your original password. Call our support at 1-888-IDMSINC and a technician will be more than happy to assist you. |
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| Is there a way to print mailing labels with Account Ability? |
Although Account Ability does not print mailing labels directly, one can use the 'Export' feature of Account Ability to generate a text file that can be merged with Microsoft Word, Excel, or any other mailing label program capable of mail merge. Using a mail merge rather than a specific label format, one can format mailing labels to any label he/she desires.
To export recipient information, select 'Export' from the 'File' menu of the desired tax form. This will display the 'Export Options' dialog. Select the fields to be exported and click the 'Begin' button. A comma separated text file will be created for you in the folder you specify. |
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| Why doesn't the 'E-Mail Technical Support' selection on my 'Help' menu work? |
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This selection requires that your E-Mail client be MAPI compatible. For example, Microsoft Outlook is indeed MAPI compliant whereas Microsoft Outlook Express is not. |
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