IRS SS-4 2023-2025 free printable template

Entities applying to be a Qualified Intermediary QI need a QI-EIN even if they already have an EIN. See Rev. Proc. 2000-12. Cat. No. 16055N SS-4 Rev. 12-2023 Page 2 Form SS-4 Rev. 12-2023 Do I Need an EIN File Form SS-4 if the applicant entity doesn t already have an EIN but is required to show an EIN on any return statement or other document. Created a trust specify type Compliance with IRS withholding regulations Created a pension plan specify type Closing month of accounting year Date...business started or acquired month day year. See instructions. Reserved for future use Highest number of employees expected in the next 12 months enter -0- if none. Agricultural Household Other First date wages or annuities were paid month day year. Note If applicant is a withholding agent enter date income will first be paid to nonresident alien month day year. See separate instructions for each line. Keep a copy for your records. Department of the Treasury Internal Revenue Service Go to...www.irs.gov/FormSS4 for instructions and the latest information. Legal name of entity or individual for whom the EIN is being requested 8a Trade name of business if different from name on line 1 4a Mailing address room apt. Either the legal character of the organization or its ownership changed for example you incorporate a the trust is other than a grantor trust or an IRA trust4 is a foreign person needing an EIN to comply with IRS withholding regulations needs an EIN to complete a Form W-8...other than Form W-8ECI avoid withholding on portfolio assets or claim tax treaty benefits6 8a 8b c if applicable 9a 9b if applicable 10 and 18. Don t use the EIN of the prior business unless you became the owner of a corporation by acquiring its stock. The EIN of the terminated partnership should continue to be used. See Regulations section 301. 6109-1 d 2 iii. Complete lines 1 2 4a 8a 8b c if applicable 9a 9b if applicable 10 13 and 16 18. hired or will hire employees including household...employees doesn t already have an EIN opened a bank account needs an EIN for banking purposes only if applicable 9a 9b if applicable 10 and 18. SS-4 Form Rev* December 2023 Application for Employer Identification Number OMB No* 1545-0003 Type or print clearly. For use by employers corporations partnerships trusts estates churches government agencies Indian tribal entities certain individuals and others. suite no. and street or P. O. box 5a 4b City state and ZIP code if foreign see instructions...County and state where principal business is located 7a Name of responsible party 5b Executor administrator trustee care of name Street address if different Don t enter a P. 8c Yes If 8a is Yes was the LLC organized in the United States. 9a Type of entity check only one box. See instructions. Reserved for future use Highest number of employees expected in the next 12 months enter -0- if none. Agricultural Household Other First date wages or annuities were paid month day year. Note If applicant...is a withholding agent enter date income will first be paid to nonresident alien month day year.

Instructions and Help about IRS SS-4

How to edit IRS SS-4

How to fill out IRS SS-4

Instructions and Help about IRS SS-4

How to edit IRS SS-4

To edit IRS form SS-4 effectively, you can use online PDF editing tools like pdfFiller. Start by uploading the completed form to the platform. Utilize the editing features to make the necessary changes, ensuring that all information remains accurate. After editing, save the changes, and proceed to sign and submit the form as required.

How to fill out IRS SS-4

Filling out IRS form SS-4 involves a series of specific steps. Begin by gathering necessary identification information such as your name, entity type, and Social Security Number (SSN) or Employer Identification Number (EIN). Follow the instructions carefully, filling in each section accurately. Finally, review your entries to ensure there are no errors before submission.

Latest updates to IRS SS-4

Latest updates to IRS SS-4

The IRS periodically releases updates to form SS-4, including revisions in guidelines or instructions. For the most recent changes, always consult the IRS website or official announcements regarding the form to ensure compliance with current regulations.

All You Need to Know About IRS SS-4

What is IRS SS-4?

What is the purpose of this form?

Who needs the form?

When am I exempt from filling out this form?

Components of the form

What are the penalties for not issuing the form?

What information do you need when you file the form?

Is the form accompanied by other forms?

Where do I send the form?

All You Need to Know About IRS SS-4

What is IRS SS-4?

IRS form SS-4 is the Application for Employer Identification Number (EIN). This form is essential for businesses, including sole proprietorships, partnerships, corporations, and estates that require an EIN for tax purposes.

What is the purpose of this form?

The primary purpose of IRS form SS-4 is to obtain an Employer Identification Number (EIN) from the IRS. An EIN is necessary for various tax-related activities, such as filing tax returns, opening business bank accounts, and hiring employees.

Who needs the form?

Any business entity that requires an EIN needs to file the IRS form SS-4. This includes partnerships, corporations, nonprofit organizations, and even certain trusts and estates. Additionally, sole proprietors who plan to hire employees or need to pay certain taxes must also complete the form.

When am I exempt from filling out this form?

You are exempt from filling out IRS form SS-4 if you do not need an EIN. This typically applies to individuals running a sole proprietorship without employees, who report income using their SSNs, or certain entities that do not require an EIN for tax compliance.

Components of the form

IRS form SS-4 includes several key components. It asks for basic information about the entity, including its legal name, address, and the type of entity. Additionally, the form requires details such as the reason for applying for an EIN and the date business activity began.

What are the penalties for not issuing the form?

Not completing IRS form SS-4 when required can lead to several penalties, including fines and interest on unpaid taxes. Additionally, failure to obtain an EIN may hinder your ability to file taxes correctly or obtain necessary business licenses, leading to further complications.

What information do you need when you file the form?

When filing IRS form SS-4, you need specific information such as the entity's name, address, and SSN or another tax identification number. You should also have details regarding the type of entity, the reason for applying for the EIN, and any expected number of employees within the next 12 months.

Is the form accompanied by other forms?

IRS form SS-4 typically does not require accompanying forms for submission. However, ensure you have all necessary information complete before filing to avoid delays in processing your EIN application.

Where do I send the form?

After completing IRS form SS-4, you can submit it via mail or electronically. If submitting by mail, send it to the address specified in the instructions; if filing electronically, use the online EIN application on the IRS website for a faster process.

FAQ about IRS SS-4

What should I do if I realize I made a mistake on my IRS SS-4 after submission?

To correct an error on your IRS SS-4, you must submit a new form with the correct information. Make sure to indicate that it is an amended application. Keep a copy for your records and monitor the status of your submission to confirm it has been processed.

How can I verify if my IRS SS-4 has been received and is being processed?

You can verify the status of your IRS SS-4 by calling the IRS Business & Specialty Tax Line. It's advisable to have your Employer Identification Number (EIN) ready, and if you e-filed, keep track of the submission confirmation you received.

What privacy and data security measures should I consider when filing the IRS SS-4 electronically?

When e-filing your IRS SS-4, ensure that you are using secure connections and reputable e-filing software. Always check if the platform complies with security standards like encryption and regularly updates its security features to protect your sensitive data.

What should I do if I receive an IRS notice related to my submitted SS-4?

If you receive an IRS notice about your SS-4, carefully read the letter to understand the issue. Gather any requested documentation, and respond promptly, providing all necessary information to clarify any misunderstandings or rectify issues.

Are there common errors that could lead to an e-file rejection for the IRS SS-4?

Common errors that may lead to e-file rejection of the IRS SS-4 include incorrect EIN format, missing required information, or discrepancies between entered data and IRS records. Always double-check your submission for accuracy before e-filing.