How do I get an Individual Taxpayer Identification Number ITIN?

If you’re submitting Form W-7 to renew your ITIN, the name under which you applied for your ITIN must be included on line 6f to avoid delays in processing your Form W-7. If you’re submitting Form W-7 to renew your ITIN, you must include your previously assigned ITIN on line 6f to avoid delays in processing your Form W-7. If you’re applying for an ITIN under this exception, enter “Exception 5, T.D. This exception may apply if you have a home mortgage loan on real property you own in the United States that’s subject to third-party reporting of mortgage interest. See Exceptions Tables , later, for more details on Exception 3. Information returns applicable to Exception 3 may include Form 1098, Mortgage Interest Statement.

1. Taxpayers and their representatives should review these changes, which are further explained in the ITIN Documentation Frequently Asked Questions, before requesting an ITIN.
2. In addition, the medical record must document the name, address, and phone number of the doctor, hospital, or clinic where treatment was last administered.
3. If you attached your tax return to your Form W-7, leave the area of the SSN blank on the new tax return for each person who is applying for an ITIN.
4. If you are an illegal immigrant who has taxable income in the United States, you need an ITIN to file taxes.
5. You will only file a tax return to the address above once, when you file Form W-7 to get an ITIN.

IRS ITIN Phone Number

If you are an illegal immigrant who has taxable income in the United States, you need an ITIN to file taxes. However, it’s highly recommended that you send certified copies instead of originals. This is the best way to prevent your only copy from being lost in the mail. After all, the IRS has no control over the mailing system and many things can go wrong, unfortunately.

Compare the best tax software of 2024

To prepare ITIN application for dependents, fill out form W-7 and include the required identification documents to the IRS. You only need to apply for an ITIN if your spouse is required to have one. Otherwise, you can file taxes as married filing separately or married filing jointly and mark NRA (non-resident alien) on your return.

Can I Only Apply For an ITIN With a Tax Return?

IRS issues ITINs to help individuals comply with the U.S. tax laws, and to provide a means to efficiently process and account for tax returns and payments for those not eligible for Social Security numbers. They are issued regardless of immigration status, because both resident and nonresident aliens may have a U.S. filing or reporting requirement under the Internal Revenue Code. If you’re submitting a passport, or a certified copy of a passport from the issuing agency, no other documentation is required to prove your identity and foreign status. Ensure any visa information shown on the passport is entered on line 6c and the pages of the passport showing the U.S. visa (if a visa is required for your Form W-7) are included with your Form W-7. ITINs are issued regardless of immigration status because both resident and non-resident aliens may have a U.S. filing or reporting requirement under the Internal Revenue Code.

How do I apply for an ITIN?

To obtain an ITIN, you must complete IRS Form W-7, IRS Application for Individual Taxpayer Identification Number. The Form W-7 requires documentation substantiating foreign/alien status and true identity for each individual. You may either mail the documentation, along with the Form W-7, to the address shown in the Form W-7 Instructions, present it at IRS walk-in offices, or process your application through an Acceptance Agent authorized by the IRS. Form W-7(SP), Solicitud de Número de Identificación Personal del Contribuyente del Servicio de Impuestos Internos is available for use by Spanish speakers. If you qualify for an exception, then file Form W-7 with your proof of identity and foreign status documents and supporting documentation for the exception. You are not required to provide the information requested on a form that is subject to the Paperwork Reduction Act unless the form displays a valid OMB control number.

Prior to becoming an editor, she covered small business and taxes at NerdWallet. She has been a financial writer and editor for over 15 years, and she has a degree in finance, as well as a master’s degree in journalism and a Master of Business Administration. Previously, she was a financial analyst and director of finance for several public and private companies.

This person will review your necessary documents and forms and forward Form W-7 to the IRS. A CAA must have completed a course for fraud document recognition, have completed an IRS training program, know the tax laws and regulations for the ITIN application process and be accepted into the CAA program by the IRS. A Certifying Acceptance Agent (CAA) is authorized by agreement with the IRS to review identity documents and assist taxpayers with Form W-7, Application for Individual Taxpayer Identification Number (ITIN).

You must have a PTIN if you, for compensation, prepare all or substantially all of any federal tax return or claim for refund. An ITIN may be assigned to an alien dependent from Canada or Mexico if that dependent qualifies a taxpayer for a child or dependent care credit (claimed on Form 2441). The Form 2441 must be attached to Form W-7 along with the U.S. why project accounting guides project success federal tax return. All Form W-7 applications, including renewals, must include a U.S. federal tax return unless you meet an exception to the filing requirement. The average time and expenses required to complete and file this form will vary depending on individual circumstances. For the estimated averages, see the instructions for your income tax return.

If the individual is signing as a court-appointed guardian, a copy of the court-appointment papers showing the legal guardianship must be attached. If you’re submitting more than one document, enter only the information for the first document on this line. Attach a separate sheet showing the required information for the additional document(s). On the separate sheet, be sure to write your name and “Form W-7” at the top.

That way, you won’t have to mail your originals or copies certified by the issuing agency. A current passport would meet all these requirements and is the only document you can submit on its own. The application — Form W-7, Application for IRS Individual Taxpayer Identification Number — asks details about why you need an ITIN and requires you https://www.online-accounting.net/ to send in certain documents to prove your foreign status and identity. ITIN holders must verify their identity through the video chat process and will need a valid email address, proof of ITIN, one primary document and one secondary document. You will only file a tax return to the address above once, when you file Form W-7 to get an ITIN.

You may send a letter to the IRS using the address under Where To Apply, later. ITINs that have not been used on a federal tax return at least once in the last three years will no longer be valid for use on a tax return unless renewed by the taxpayer. You need your ITIN number to file your taxes, so it is a good idea to apply for this number at least seven to ten weeks before you plan on filing your income taxes (which are usually due by the middle of April each year).

There are 13 acceptable documents, as shown in the following table. At least one document must contain your photograph, unless you’re a dependent under age 14 (under age 18 if a student). You may later be required by the IRS to provide a certified translation of foreign-language documents. https://www.online-accounting.net/contribution-margin-income-statement-contribution/ Whether you are applying for a new ITIN or renewing an existing ITIN, you must provide documentation that meets the following requirements. A passport that doesn’t have a date of entry into the United States won’t be accepted as a stand-alone identification document for certain dependents.

Civil birth certificates are considered current at all times because they don’t contain an expiration date. Use your SSN to file your tax return even if your SSN does not authorize employment or if you have been issued an SSN that authorizes employment and you lose your employment authorization. An ITIN will not be issued to you once you have been issued an SSN. If you received your SSN after previously using an ITIN, stop using your ITIN. However, in box 3 the taxpayer must list his/her local address, which is where the ITIN will be mailed.

You can mail the W-7 and documentation to the address in the Form W-7 Instructions. Bring it to your local IRS office, or use an acceptance agent (colleges, financial institutions, or accounting firms that are authorized by the IRS to assist applicants in obtaining ITINs). They’ll review the W-7 and documentation before sending it to the IRS.

The IRS has a process in place to ensure that documents are returned to applicants. The original and certified documents will be returned to applicants using the mailing address on the application via postage paid standard U.S. mail within 60 days of receipt and processing of the Form W-7. Certified Acceptance Agents are individuals specifically authorized by the IRS to review original documents and certify copies of the same. This service is critical to taxpayers who are legitimately concerned about sending original documents to the IRS (such as a passport) that may get lost. An ITIN is valid so long as the taxpayer continues to use the ITIN number to file their taxes every year and to comply with tax reporting requirements. In most cases, you need either an original or certified copy of your passport to get your ITIN to prove your identity and foreign status.