Instructions for Form W-12 IRS Paid Preparer Tax 2025

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The document is the IRS Form W-12, used for applying and renewing the Paid Preparer Tax Identification Number (PTIN). It includes sections for personal information, business details, tax compliance status, professional credentials, and payment of a nonrefundable application fee. The form must be completed accurately to avoid rejection and can be submitted online or by mail.

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Click ‘Get Form’ to open the Instructions for Form W-12 in the editor.
Begin by filling out your name and PTIN in Section 1. Ensure you indicate whether this is an initial application or a renewal.
In Section 2, specify the year for which you want your PTIN to be valid. If applying for prior years, list them accordingly.
Complete Section 3 by providing your Social Security Number (SSN) and Date of Birth. If you do not have an SSN, check the N/A box.
Fill out your personal mailing address in Section 4, ensuring accuracy in city, state, and ZIP code.
If applicable, provide your business address in Section 5a and check if it’s the same as your personal address.
In Section 6, enter a valid email address that you can access at all times for communication purposes.
Proceed to Sections 7 through 13 to answer questions regarding felony convictions, tax compliance, professional credentials, and fees. Make sure to check all relevant boxes and provide necessary explanations.
Finally, sign and date the form at the bottom before submitting it online or by mail as instructed.

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We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.

How does box 12 affect my tax refund?

The codes in Box 12 of the W2 form include things like reporting contributions to retirement plans, taxes that havent been paid on tips, and the cost of life insurance that the employer provides. These codes are very important for figuring out how much money you make and how much tax you owe in the end.

How to report tax preparer to IRS?

If a tax return preparer filed a return or altered your return without your consent and you are seeking a change to your account, complete Form 14157-A, Tax Return Preparer Fraud or Misconduct Affidavit, in addition to Form 14157.

How should I fill out my withholding form?

Note: The W-4 form 2024 steps are the same as the W-4 form 2025 steps. Step 1: Enter your personal information. Step 2: Account for all jobs you and your spouse have. Step 3: Claim your children and other dependents. Step 4: Make other adjustments. Step 5: Sign and date your form.

What if box 12 on W-2 says see instructions?

Your W-2 has four Box 12 lines, labeled 12a, 12b, 12c, and 12d. These lower-case letters are just line labels and have no meaning. Also, Box 12 usually has See instructions for box 12 or See instrs for box 12. Please ignore thats intended for your payroll department.

What identifying number must a paid tax preparer include on a tax return?

A Preparer Tax Identification Number (PTIN) is a number issued by the IRS to paid tax return preparers. It is used as the tax return preparers identification number and, when applicable, must be placed in the Paid Preparer section of a tax return that the tax return preparer prepared for compensation.

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How do I fill out form 12?

How to fill out the Instructions for Completing Official Form 12? Identify the plan proponent and fill in their name and filing date. Fill in the hearing location, address, date, and time. Enter the date for filing objections in the appropriate field. Specify the number of days allowed for mailing the documents.

What do I put in box 12 when filing taxes?

Employers use Form W-2 Box 12 to report various types of compensation and benefits offered to employees that are not included in Box 1, which covers wages, tips, and other forms of compensation. This box also reports employee or certain employer contributions to retirement plans or even non-taxable income.

What does the IRS require for paid tax preparers?

To become a CTEC registered tax preparer, you must: Take a 60-hour qualifying education course from a CTEC approved provider within the past 18 months. Purchase a $5,000 tax preparer bond from an insurance/surety agent. Get a Preparer Tax Identification Number (PTIN) from the IRS.