Form 2587 Application for Special Enrollment Examination
Form 2587 is used by applicants for the Special Enrollment Examination administered by the IRS. This form is essential for obtaining a Preparer Tax Identification Number (PTIN). Ensure to complete the application accurately to register for the exam.
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How do I fill this out?
To successfully fill out Form 2587, start by providing your personal information in the designated sections. Ensure that all required fields are completed accurately before submitting the form. Finally, double-check your details to avoid any issues when scheduling your examination.
How to fill out the Form 2587 Application for Special Enrollment Examination?
1
Gather all necessary personal information and PTIN details.
2
Complete each section of Form 2587 accurately.
3
Review the completed form for any errors or missing information.
4
Submit the form via your preferred method: online, fax, or mail.
5
Make sure to pay the examination fee as required.
Who needs the Form 2587 Application for Special Enrollment Examination?
1
Tax preparers who wish to become enrolled agents.
2
Individuals preparing to take the Special Enrollment Examination.
3
Professionals seeking to obtain a Preparer Tax Identification Number.
4
Accountants aiming to expand their practice by becoming enrolled agents.
5
Compliance officers who need to verify testing readiness.
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What are the instructions for submitting this form?
To submit Form 2587, you can choose from the following methods: electronically submit the form through the Prometric website. Alternatively, fax the completed form to 1-800-347-9242 and wait for one calendar day for scheduling. You may also mail it to Prometric at the address provided, allowing six to ten calendar days for processing.
What are the important dates for this form in 2024 and 2025?
The Special Enrollment Examination will take place in 2024 and dates may vary; please check the official IRS website for the exact schedule. Registration should ideally be completed at least a month in advance to ensure adequate preparation. Ensure to keep updated with any changes in examination dates or deadlines.
What is the purpose of this form?
Form 2587 is designed to facilitate the registration process for candidates wishing to take the Special Enrollment Examination. This form collects essential information required to determine eligibility and prepare for the examination conducted by Prometric. Filing this form accurately is crucial to ensure a smooth registration experience and avoid potential delays.
Tell me about this form and its components and fields line-by-line.
- 1. Last Name: Enter your last name as it appears on legal documents.
- 2. First Name: Provide your first name as per identification.
- 3. Middle Initial: Include your middle initial if applicable.
- 4. Mailing Address: Input your complete mailing address; include the country without abbreviation.
- 5. City: State the city of your residence.
- 6. State: Provide the state where you reside.
- 7. ZIP Code: Enter your postal (ZIP) code.
- 8. Country: Specify the country of residence.
- 9. Primary Phone Number: Include a valid primary contact number.
- 10. Secondary Phone Number: Provide an additional contact number if available.
- 11. Date of Birth: State your date of birth in mm-dd-yyyy format.
- 12. Preparer Tax Identification Number (PTIN): Your PTIN if you have one; necessary for exam registration.
What happens if I fail to submit this form?
Failing to submit Form 2587 in a timely manner may result in delayed registration for the Special Enrollment Examination. This can hinder your ability to take the exam and obtain your PTIN on time. It is crucial to adhere to submission guidelines to avoid any disruptions in the registration process.
- Delayed Processing: Failure to submit may cause a delay in processing your application.
- Missed Examination Dates: You may miss important exam dates if the form is not submitted on time.
- Impact on PTIN Application: Delays can affect your ability to secure a Preparer Tax Identification Number promptly.
How do I know when to use this form?
- 1. Exam Registration: Use this form to register for the Special Enrollment Examination.
- 2. PTIN Application: Necessary for tax preparers to apply for a Preparer Tax Identification Number.
- 3. Compliance Requirements: Essential for meeting the compliance requirements set by the IRS.
Frequently Asked Questions
How can I edit Form 2587?
You can edit Form 2587 by opening it in the PrintFriendly PDF editor and using the available text fields.
Can I save the changes made to the PDF?
Yes, after editing, you can download the updated PDF document.
What info do I need to fill out this form?
You will need personal information, including your PTIN and contact details.
Is there a fee associated with the examination?
Yes, there is a $259.00 fee for each part of the Special Enrollment Examination.
Where can I submit this form?
You can submit the completed form online, by fax, or by mail.
How long does it take to process my application?
Processing time may vary; online applications are typically quicker.
Can I share the filled PDF with others?
Yes, you can easily share the filled PDF through email or other sharing options.
What should I do if I make a mistake on the form?
Simply reopen the PDF in the editor and correct any errors before resubmitting.
Do I need to renew my PTIN?
Yes, PTINs require renewal, and you can complete this process online.
What happens after I submit my form?
You will receive instructions on scheduling your examination and further steps.
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