What to Do When You Switch from ITIN to SSN

When a taxpayer obtains a Social Security Number (SSN) after having filed tax returns with an Individual Taxpayer Identification Number (ITIN), it is essential to notify the IRS so that both records can be merged.

This step ensures that your entire tax history, reported income, and withholdings under the ITIN are properly transferred to your new SSN. Failing to do so could result in refund delays or complications in the future.

Why Is This Notification Important?

✅ Avoid refund issuesIf you don’t update your information, the IRS may withhold your refund because it doesn’t match your new number.

✅ Protect your tax historyIt ensures that previous years filed under your ITIN are officially recognized under your SSN.

✅ Simplify future processesTax credits, benefit applications, and record reviews are all based on your SSN. Keeping everything consolidated is key to avoiding inconsistencies.

✅ Legal complianceIt is the proper way to keep your records in order with the IRS and comply with current tax regulations.

How to Notify the IRS

You must send a letter to the IRS including:

• Your full name

• Your previous ITIN

• Your new SSN

• A clear request to merge your records

• Copies (not originals) of supporting documents, such as the SSN assignment letter or your Social Security card

Mailing Address for the Notification

Internal Revenue Service   ITIN Operation   P.O. Box 149342   Austin, TX 78714-9342

Always keep a copy of the letter you send and the mailing receipt.

This will serve as proof in case of any issues.

If you’re unsure how to draft the notification or which documents to include,

it’s best to seek professional help.

At MDR Tax Filing, we guide you step by step through this process so your transition from ITIN to SSN is quick, safe, and hassle-free. Our bilingual team is ready to support you.

813-522-9745

813-403-1724

mariadrg2021@gmail.com

www.mdrtaxfiling.com