Below is a list of the most common customer questions.
If you can’t find an answer to your question, please don’t hesitate to reach out to us.
What is the purpose of Form 9297?
There are two main purposes for Form 9297.
First, the IRS collects more information from tax preparation companies to ensure the accuracy of their returns.
Second, individuals get answers from their tax preparation companies while determining the tax implications of their individual tax return. For those who are self-employed while filing their income taxes, the IRS wants to ensure proper computation of their self-employment tax (SE).
What other information is included in Form 9297?
There are three other fields that you will find in your 9-297 filing, that are part of Form 9197:
The name of the professional that you completed the Form 9197 on behalf of
A description of the services that the professional provided to the client
The name of the tax return preparer
For a more detailed explanation of the information contained within the professional description, see IRS Publication 555.
How do I file this form?
Follow these steps to file this form:
1. You must mail the 9-297 to the IRS. Be sure to include your client number on the 9-297 form.
2. You can either file the form online under Online Filing or mail the form as well. In either case, we will need your client number so we can send you the instructions. If you mail the form, you can download the instruction guide here. You should file it with the correct date, along with the payment.
3. If you file your return for the year you filed your 9-297 on behalf of the client, the IRS will ask for the number. When you are contacted, you will need to tell the IRS if there is anything that could prevent you from completing the tax form. For example, you may not have access to the client's computer, or you may have access to that computer, but you are unable to enter the client's information correctly.
4. If you file your return online, the IRS will require some information from you for processing, which you will need to send us. All online forms are sent via mail, and as such, you can simply file the online form, pay the filing fees and then mail your 9-297 to the IRS. We will then mail you a tax return to file, and you will receive a mailing notification when we receive it. Keep a copy of the notice you receive from the IRS and bring it to the filing agent when you file your return.
5.
Who should complete Form 9297?
Fill out the FAFSA.
I'm a parent looking to find out if I qualify for free or reduced cost student loans. What should I do?
Fill out the FAFSA.
I'm unemployed, divorced, disabled, have low skills, or have been laid off. Can I qualify for financial aid?
If you're working and meet the income guidelines, apply for federal student aid. Federal student aid is limited to loans to reduce the cost of college.
If you don't have your employment document (you lost your SS#, are currently homeless, etc) apply for aid on your individual financial aid application.
If you have your employment document, but you lost your federal documents when you relocated, you may be able to obtain a new FAFSA.
When do I need to complete Form 9297?
If you are making a claim for the ETC to which you are entitled, you are entitled to an ETC rebate after you have completed Form 9297. For more information about the ETC, see the instructions in the Instructions for Form 9297.
What if I can't provide payment information?
If you are having a hard time completing Form 9297 and the payment that you wish to claim is a nonrefundable credit that is not refundable, you must use a form of payment other than cash or a check. For example, if you must pay by wire or prepaid card, you should also include a copy of the invoice.
To complete Form 9297, you must provide the following information:
the amount or payment you wish to claim for the ETC;
the date of the transaction;
the date the transaction or payment was made;
the mayor's name, mailing address, and ETC account number; and
The payee's name, ETC account number, and mailing address.
To complete Form 9297, you must attach a completed and signed Form 9297 to your statement, as well as a copy of the original receipt (or other document that shows your payment) for the payment.
You may want to attach a completed and signed Form 9497, Application for Social Security Number, as a backup. You must attach a completed and signed Form 9497 to your federal income tax return. For other information, see the Form 9497 instructions. If you and your spouse both have income, you must include Form 9495, Claim for ETC.
Are there certain situations in which you can make payments without bringing Form 9297? Certain types of payments do not require a separate Form 9297. For example, you are not required to file Form 9297 for you and your spouse if you make payments to the same person, as long as they are not made in connection with the filing of a joint tax return. Payments you make in connection with the filing of a joint return are required, but there are some exceptions which do not allow you to make payment claims.
You can only make payments by check if you received a check or similar instrument which you cannot reconcile yourself. (See Regulations section 1.6001-4(c)(6)).
You cannot make any payment by a prepaid card.
Can I create my own Form 9297?
As mentioned above, NIST did not write any Form 9297. However, as a reader pointed out, there is a free online version of the Form 990 that may well be useful for researchers. The online Form 990 can be found at and should be used on NIST's website for all tax returns.
What should I do with Form 9297 when it’s complete?
In order to file Form 9297 electronically (other than as a backup for a filing that is incomplete), you must be an eligible taxpayer. The IRS will use Form 9297 to check the accuracy of information on Form 3115, Certification of Certain U.S. Imported Investment Income for the Tax Year. If the information on this form is not accurate, you can request the correction of any omission by attaching the request to Form 9297. Complete all the boxes under Question 9 and send it to the address listed under Question 18. For more information, see Questions and Answers on Form 3115 (General Instruction for Use of Form 3115).
What if I don't complete Form 9297 by the deadline? If your tax return has not been filed or information on Form 9297 is missing or inaccurate, you should submit a completed Form 9297 via mail, fax, or email along with the appropriate payment. For more information, see Send Form 9295 to the IRS with a Payment Request (IRS Form 9295). For more assistance, read Using the Payment Request System (IR SSA-1041B).
Must I mail this form or fax it to the IRS? You must mail Form 9305 to the address listed under Question 18. If you're faxing Form 9305, the recipient must also have received your request. You can't fax Form 9305 without receiving Form 9305. For more information, see How do I send Form 9305 to the IRS?
What happens if I need to pay someone for Form 9305? If you need to make a payment for Form 9305 or want to pay someone for Form 9305, send your payment request by mail or fax. Send Form 9305 to the recipient's mailing address, or the recipient's fax number. For more information, see Refunds or Claims for Uncollected or Unclaimed Property (IRS Form 941-S, Payment of Taxes or Other Claim for Refund or Repayment).
What if I don't send in Form 9305? You must still send a completed Form 3520-A (Visa Waiver) or Form 3520-A-1 (Children of U. S. Citizens and Naturalized Citizens) (if filing as a student) to the address listed under Question 17. Any Form 9305 you submitted must be returned within 15 calendar days after the due date on the return if it was due earlier.
How do I get my Form 9297?
You can request Form 9297 by filling out Form 9073 and sending it to the Internal Revenue Service, P.O. Box 290197, Baltimore, MD 2. If you are unable to use this form, you may request a Form 929 from the Internal Revenue Service to request a refund of the tax paid. For more information on Form 929, see Publication 929, Tax Guide for Small Business by your Lawyer.
How are I to obtain a copy of Form 9297?
You may obtain a copy of Form 9297 from the Treasury Inspector General for Tax Administration or the U.S. Treasury. Both will provide a Form 9297 to you.
Can I submit my Form 9297 within 40 days?
If you filed your taxes prior to the October 1, 2017, deadline, you do not have to submit Form 9297. However, you can use this form to request a refund of all taxes paid during the period starting with the date the Form 9297 is received by the Internal Revenue Service. For example, if your tax return was filed on October 1, 2017, you can request a refund of all taxes paid on your entire tax return from the Internal Revenue Service if you have filed timely Form 9297.
What happens if I didn't file my return by October 1, 2017?
You may be able to file a “silent” Form 9697. The IRS will automatically notify you of a failure to timely file if you are a United States citizen or resident alien who is currently enrolled in an SSI, SDI, or TRI CARE program, and you are not actively seeking employment. Additionally, you may be eligible for a tax credit or refund of taxes paid that may not be attributable to Form 9297.
If you did not have an SSI, SDI, or TRI CARE account, and you were not a United States citizen or resident alien, you can file Form 9697 without giving any further information about your circumstances.
You must file your return on or before the due date, even if you are filing a tax return online. If you file on the due date, and you do not receive your payment by the due date, the IRS may not accept your return as valid.
What documents do I need to attach to my Form 9297?
You must file a Form 9297 within 10 days of the return due date on the original IRS Form 990 or 990-EZ. If more than one return is due on a taxpayer's return, you must file a copy of the most recent return on the taxpayer's returns.
You cannot file a Form 9297 if the taxpayer claims an exception to the 10-day deadline. For example, if the taxpayer claims an exception to the 10-day deadline for making payments, you cannot file a Form 9297 for the period from the time the exception takes effect until the date when the exemption has expired. You cannot file a Form 9297 if the taxpayer claims an exception to the 10-day deadline for filing an amended return. For example, if the taxpayer claims an exception to the 10-day deadline for filing an amended return to the period from the time the exception takes effect until the date when the amended return is due, you cannot file Form 9297 to file an amended return on the taxpayer's return.
A request is an authorization for a form or the request for a copy of an earlier form to be filed. A request for a copy can be made prior to the return due date for the return you are filing. The request is considered made on the tenth day after your authorization for the request to be filed.
The IRS requires that you include all the following documents with your request under the exceptions to the 10-day deadline to file and attachments:
Your complete copy of your Form 903 application. A copy of your tax return(s) (e.g.
What are the different types of Form 9297?
Most banks and credit unions use the following Form 9297 to report the wages, tips, or other financial information for their employees:
Form 9297-Employer's Withholding Tax Return (Wage and Tax Statement) — Individual Employee
Form 9297-Employer's Withholding Tax Return (Wage and Tax Statement) — Organization
Form 9297-Employer's Withholding Tax Return (Wage and Tax Statement) — Business Entity
Form 9297-Employer's Withholding Tax Return (Wage and Tax Statement) — Service Business
Form 9297-Employer's Withholding Tax Return (Wage and Tax Statement) — Government Agency
Form 9297-Employer's Withholding Tax Return (Wage and Tax Statement) — Other
Your employer should be able to send you a copy of Form 929, Employer's Withholding Tax, (Form 8443) at your next scheduled Form 929 filing. It's the only return they need to file with the IRS to report income tax withheld from your wages, tips, or other financial information. For additional information, see IRS Publication 929, Employer's Withholding Tax.
Do all employers need to file Form 929?
Yes. The IRS requires that Form 929 (Employer's Withholding Tax Return), Form 8443 (Employer Form Not Required to Report) with all the required information be filed for all U.S. federal income taxes withheld from wages paid, tips earned, and other financial information about your employees. See Publication 929, Employer's Withholding Tax, for more information.
Why is it important that employers send Form 929?
Most employers are required to provide a Form 929 with each Form W-2 or Form W-4 they receive. This is a Form 929 that is used to report tax and wage information on your employees and not one that you would file yourself. These forms are used to help you better understand your employees and determine how much and what type of income tax they owe. Most employers will send Form 929 to you at the same time they send you Form W-2 or W-4, so you can use the IRS W-2 and W-4 forms if needed. You will need to file a new Form 929 for each new employee you have.
How many people fill out Form 9297 each year?
On average the U.S. population fills out Form 9297 one million times each year. These forms are processed and released on a monthly basis.
What are the forms?
The following sections detail each of the forms that individuals and corporations must complete when they are filing with the IRS:
For more information, view Forms 9297 and how to fill them out.
For tips to improve your own tax return, view the IRS tips for preparing your return.
For more information about how the IRS collects information from individuals and corporations, visit Forms 9189-T and Forms 9189-A, respectively.
How can I find out the value of my retirement plan from the IRS?
The IRS may be able to provide you with your actual value from your IRA, rather than the value as it appears on your tax return. You need to request this information from the IRS. You cannot obtain this information from an employer. For more on the value of your IRA, see IRS Publication 590, Retirement and Planning Benefits.
Is there a due date for Form 9297?
A: There is a due date for Form 9297, but it is not always the same as the due date of Form 988.
F1: My clients submitted Form 9887 on May 1st. On the 30th, I was asked to file their tax returns via Form 9288. Is there a due date for Form 9288?
A: There is a due date for Form 9288, based on May 1st. See the instructions on Form 9288 for information about the due date. When the time comes to file your tax returns, you do not need to file Form 9288, because Form 9287 will be filed for you on your behalf.
F2: I am filling out the form electronically with TurboT ax. The form is on a USB drive, and the file is large. I have to print everything. Is there a printout that will take me through the process?
A: Yes. The printout can help you choose a format that is easy for you to review. Once you have decided, just plug in the USB drive with your form of the taxes and let TurboT ax print!
F3: I have a Master File Number (MFN). What information do I need to enter in Form 4471, Annual Return to Report Foreign Bank or Financial Accounts?
A: When completing the line for line of financial interest, indicate if you have ever been resident abroad for more than half of the prior year or if you report foreign earnings on your tax return. To see if you do or not, you can check Form 8949, Foreign Earned Income Exclusion, which can be found on IRS.gov.
F4: I am filing my taxes electronically. When you upload the electronic tax return via metal, where can I print or print and email the results?
A: Check the return printing options listed below in the “Printing options” section.
Taxes:
File online using Metal.
Click File My Taxes. Follow the prompts to begin printing. Follow the prompts for your country, if you choose to include the U.S. with your country of residence. Follow the prompts for entering your date of birth and the number of the return or returns for which you are filing.
If you print the return and mail it to the correct address, please note that you will need to pay the postage.