Monday, June 13, 2016

TIN Matching: Your FAQs Answered

One of the most talked about features among ACA filers using ExpressIRSForms is the TIN Matching and Verification Process.

What is TIN Verification?
TIN Verification is the process your forms go through in ExpressIRSForms before your return is e-filed with the IRS. It checks to make sure the Social Security Numbers (SSNs), Employer Identification Numbers (EINs), and any other Taxpayer Identification Numbers (TINs) entered in your return match the person or business with whom they’re associated according to the IRS’s records.

What format should names and TINs be in?
If you’re entering the names and TINs individually in ExpressIRSForms, the program will make sure all your names and TINs are formatted correctly. If you’re bulk uploading using ExpressIRSForms’s Excel template, the column headers will indicate what information needs to be in which box. If you’ve got your own template, list your recipient names by first then last name and the TIN without any dashes or other characters.

Is there an additional charge for TIN matching?
When you e-file with ExpressIRSForms, we perform a TIN verification to ensure TIN matching automatically as a part of your form generation process at no cost to you.

What should I do if a TIN in my return fails?
If we’ve caught the TIN mismatch before your return is transmitted (which would likely be the case), all you’ll need to do is verify the TIN with the person or entity in question, then make the necessary correction(s) in your account before e-filing.

If for any reason the IRS finds a TIN mismatch on your forms, your return will more than likely be rejected or accepted with errors. Once your return has been processed, you can go back into ExpressIRSForms, correct your return, and retransmit it at no additional cost.

You can get started e-filing your ACA return through ExpressIRSForms today! If you have any questions, just let us know. We’re available by live chat and phone at (704) 684-4751 Monday through Friday, 9:00 a.m. to 6:00 p.m. EDT. We’re also available to answer questions 24/7 at

Looking for something a little less hands on? Check out ExpressACAForms, our full-service ACA e-filing solution!

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