Application for Special Enrollment Examination
This file contains essential information and instructions regarding the Special Enrollment Examination. It provides guidelines on the examination process, including important dates, fees, and submission details. Ideal for candidates seeking to become enrolled agents.
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How do I fill this out?
To fill out this form, ensure that you have all necessary information ready. Pay special attention to legibility and completeness of the form. Follow the instructions carefully to avoid delays in processing your application.
How to fill out the Application for Special Enrollment Examination?
1
Read the instructions carefully.
2
Fill in your personal information accurately.
3
Select the parts of the examination you wish to take.
4
Attach the examination fee and necessary documents.
5
Postmark your application by the deadline.
Who needs the Application for Special Enrollment Examination?
1
Tax professionals who want to become enrolled agents.
2
Individuals preparing for the Special Enrollment Examination.
3
Those needing a credential to represent clients before the IRS.
4
People looking to enhance their professional qualifications.
5
Candidates who previously passed parts of the examination.
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What are the instructions for submitting this form?
To submit Form 2587, send it to the IRS Office of Practitioner Enrollment at P.O. Box 33968, Detroit, MI 48232. Ensure your application is postmarked by June 30 of the examination year. Include your examination fee, and you can also contact the EPP at (313) 234-1280 or EPP@irs.gov for any inquiries.
What are the important dates for this form in 2024 and 2025?
For the 2025 Special Enrollment Examination, deadlines and dates will be similar to 2024. Ensure that your application is postmarked no later than June 30, 2025, for the exam scheduled in September. Check the IRS website for any updates on future exam dates.
What is the purpose of this form?
Form 2587 serves as the official application for the Special Enrollment Examination. It is designed for tax professionals who wish to obtain the authority to represent clients before the Internal Revenue Service. Completing this form accurately is crucial for eligibility and to meet the IRS's requirements.
Tell me about this form and its components and fields line-by-line.
- 1. Candidate Number: Assigned by the IRS, leave this blank.
- 2. Name and Address: Your contact details where IRS will send credentials.
- 3. Parts to be Taken: Select which parts of the exam you are registering for.
- 4. Examination Fee: Fee payment details for the examination.
- 5. Signature: Your signature and date certifying the application.
- 6. Preferred Examination Site: Location codes for the city you wish to take the exam.
What happens if I fail to submit this form?
Failure to submit this form by the deadline results in your inability to take the examination. This may delay your plans to become an enrolled agent. Additionally, you may lose the examination fee, as it is non-refundable.
- Missed Exam Opportunity: You cannot take the exam for the current year.
- Fee Loss: You will not be refunded the application fee.
- Delayed Enrollment: Your transition to enrolled agent status will be postponed.
How do I know when to use this form?
- 1. Register for Examination: Complete the form to register for the Special Enrollment Examination.
- 2. Update Personal Information: Use the form to update any relevant contact details.
- 3. Select Examination Parts: Indicate which parts of the examination you plan to take.
Frequently Asked Question
What is the purpose of Form 2587?
Form 2587 is used to apply for the Special Enrollment Examination, required for tax professionals seeking to practice before the IRS.
What should I do if I miss the application deadline?
If you miss the deadline, you will need to wait for the next examination cycle to apply.
Can I take the exam in multiple sittings?
No, first-time candidates must take all parts of the examination in one sitting.
How will I receive my examination results?
Results will be sent to the mailing address provided on your application.
What if my mailing address changes after I apply?
Notify the IRS by letter or email with your updated address to ensure you receive your results.
Is the examination fee refundable?
No, the examination fee is non-refundable.
How can I challenge an answer on the exam?
You must challenge answers by following the procedures outlined on the IRS website before the specified deadline.
What identification do I need to bring to the exam?
You must present a valid picture ID to enter the examination room.
Can I change my preferred examination site after submitting the form?
Changes to your preferred site may not be possible once your application is submitted.
What if I have not received my examination credential letter?
Contact the Enrolled Practitioner Section at the provided phone number or email if you haven't received it 20 days prior to the exam.
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