Form 8945: PTIN Supplemental Application For U.S. Citizens Without a Social Security Number Due To Conscientious Religious Objection
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Form 8945: PTIN Supplemental Application For U.S. Citizens Without a Social Security Number Due To Conscientious Religious Objection

Form 8945 is used by members of certain religious groups to obtain a preparer tax identification number (PTIN) without providing a social security number (SSN), as required for all tax return preparers who receive compensation. Individuals who are eligible must submit their Form 8945, supporting documents, and any necessary certifications to the IRS Tax Professional PTIN Processing Center.

What is Form 8945?

Form 8945 is an Internal Revenue Service form used by U.S. citizens who are members of certain recognized religious groups that have a conscientious objection to obtaining a Social Security Number (SSN). The form is used to establish an individual’s identity, U.S. citizenship, and status as a member of a recognized religious group, and must be submitted as part of the process of obtaining a Preparer Tax Identification Number (PTIN). To be eligible, individuals must meet certain requirements, and they must submit supporting documents such as original, certified, or notarized copies with their Form 8945. Instructions for submitting Form 8945 are found online or by mail, and the form can be completed and returned using both methods.

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IRS Form 8945 – Who Needs to Fill It Out?

Form 8945 is for U.S. citizens who are members of certain recognized religious groups, who have a conscientious objection to obtaining an SSN, and who want to prepare tax returns for compensation. They must have a PTIN and file Form 8945 to establish their identity, U.S. citizenship, and religious group membership. Eligible individuals must meet two requirements: they must be opposed to applying for and receiving SSNs, and their group must have existed since 1950. Applicants must submit Form 8945, along with the original documents or their certified/notarized copies for verification, to the IRS Tax Professional PTIN Processing Center. It usually takes at least 4-6 weeks for the IRS to process the application.

Step-by-Step: Form 8945 Instructions For Filling Out the Document

Completing Form 8945 is the first step in obtaining a Preparer Tax Identification Number (PTIN) for members of certain recognized religious groups who have a conscientious objection to obtaining a Social Security Number. This form must be filled out accurately and accompanied by supporting documents such as valid, unaltered original documents, certified copies, or notarized copies. The best way to submit the form and documents is online at www.irs.gov/ptin. Alternatively, the application with documents can be mailed to the address provided. After submission, allow 4-6 weeks for processing. For questions about completion or status, call 1-877-613-PTIN (7846) or +1 915-342-5655 (not toll-free). Telephone help is available 8:00am-5:00pm (CT) Monday-Friday. Be aware that you are not eligible to apply if you have already received Social Security benefits or payments, or have an SSN application pending.

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Below, we present a table that will help you understand how to fill out Form 8945.

Information Required for Form 8945 Details
Steps to Complete Form 8945
  1. Fill out the form accurately.
  2. Submit supporting documents such as valid, unaltered original documents, certified copies, or notarized copies.
  3. Submit the form and documents online at www.irs.gov/ptin or mail them to the provided address.
Processing Time Allow 4-6 weeks for processing after submission.
Support For questions about completion or status, call 1-877-613-PTIN (7846) or +1 915-342-5655 (not toll-free). Telephone help is available 8:00am-5:00pm (CT) Monday-Friday.
Eligibility You are not eligible to apply if you have already received Social Security benefits or payments or have an SSN application pending.
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Do You Need to File Form 8945 Each Year?

Generally, Form 8945 must only be filed once to establish a U.S. citizen’s identity, U.S. citizenship, and membership in a religious group that has a conscientious objection to obtaining an SSN. However, if your status changes, Form 8945 may need to be submitted again with the required supporting documentation. If you have questions about whether you need to file Form 8945, you may call the telephone numbers provided in the instructions for help.

Download the official IRS Form 8945 PDF

On the official IRS website, you will find a link to download Form 8945. However, to make it easier for you, we are providing the link in our article, which comes directly from the official irs.gov website! Click to download: Form 8945

Sources:

https://www.irs.gov/forms-pubs/about-form-8945

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