ITIN Application Apply for Your ITIN Number

They’ll review the W-7 and documentation before sending it to the IRS. This interview will help you determine if you should file an application to receive an Individual Taxpayer Identification Number (ITIN). An ITIN is a tax processing number, issued by the Internal Revenue Service, for certain resident and nonresident aliens, their spouses, and their dependents. Beginning January 1, 2011, if you are a paid tax preparer you must use a valid Preparer Tax Identification Number (PTIN) on returns you prepare. If you do not have a PTIN, you must get one by using the new IRS sign-up system. Even if you have a PTIN but you received it prior to September 28, 2010, you must apply for a new or renewed PTIN by using the new system.

From that point forward, you will only be using your SSN and will no longer be allowed to use your ITIN. If you are eligible for an SSN and have already submitted an application for an SSN (and have not heard back yet), do not apply for an ITIN. If your ITIN Application is approved, you will receive a CP-565A notice, however, you may also receive other notices from the IRS, as listed below. 6c.) If you have a U.S. nonimmigrant visa, enter that information here. Please see the Form W-7 instructions for how to enter these details. • If box “h” is checked, then you must enter your reason for requesting the ITIN.

Technically, your Individual Tax Identification Number is pretty similar to an SSN. Both numbers serve as identification the IRS can use so you can file taxes. The key difference is your SSN can be used for other things your ITIN can only be used for filing and reporting taxes.

If questions 11 through 17 on Form SS-4 do not apply to the applicant because he has no U.S. tax return filing requirement, such questions should be annotated “N/A”. A foreign entity that completes Form SS-4 in the manner described above should be entered into IRS records as not having a filing requirement for any U.S. tax returns. Failure to respond to the IRS letter may result in a procedural assessment of tax by the IRS against the foreign entity. If the foreign entity later becomes liable to file a U.S. tax return, the foreign entity should not apply for a new EIN, but should instead use the EIN it was first issued on all U.S. tax returns filed thereafter. U.S. resident and non-resident aliens, as well as their dependents or spouses, can fill out all the necessary paperwork for an ITIN number online. Applications are accepted by mail or in person at the IRS anytime you need an ITIN number throughout the year.

Why did IRS revise the ITIN application process?

A certified copy is one that the original issuing agency provides, and certifies as an exact copy of the original, and contains an official stamped seal from the agency. Certifying Acceptance Agents and many Taxpayer Assistance Centers, discussed below, may also certify certain documents. Any applicant who meets an exception to the requirement to file a tax return must provide documentation to support the exception (see the instructions for Form W-7). Currently, there are 13 different documents that the IRS will accept for proof of identity and proof of foreign status.

• Many applicants are trying to get into the Federal Student Aid (FSA) Office web site to complete the FAFSA, the Free Application for Federal Student Aid.
• Find out what adjustments and deductions are available and whether you qualify.
• A foreign entity that completes Form SS-4 in the manner described above should be entered into IRS records as not having a filing requirement for any U.S. tax returns.
• At a minimum, you should complete Form W-7 when you are ready to file your federal income tax return by the return’s prescribed due date.
• Residents of 12 states are eligible to participate if they meet certain criteria.
• A certified copy is one that the original issuing agency provides, and certifies as an exact copy of the original, and contains an official stamped seal from the agency.

You will need to complete Form SS-5, Application for a Social Security CardPDF. You also must submit evidence of your identity, age, and U.S. citizenship or lawful alien status. For more information please see the Social Security Administration website. If you do not receive a letter from the IRS within those time frames, you can call them to check on the status of your ITIN Application. Another example of how hiring an accountant (that is an IRS Acceptance Agent) can help is regarding your passport.

Get an Individual Taxpayer Identification Number (ITIN) to file your tax return

Complete Form W-7 only if the Social Security Administration (SSA) notifies you that an SSN cannot be issued. An ITIN makes it possible for an illegal immigrant to open a bank account within the United States as well. It also makes it possible for an illegal the 12 branches of accounting: their uses and how they work immigrant to apply for a mortgage loan. No, you’re not legally allowed to apply for an ITIN if you have an SSN or are currently applying for an SSN. Even if you cannot access the application right now you can still prepare for the filing itself.

Do I ever need to renew my ITIN?

This is traditionally satisfied with a Federal Income Tax Return Form. Individual Taxpayer Identification Number (ITIN) is a tax ID number individuals who are required to have a U.S. Taxpayer Identification Number but who do not have one and are not eligible to get an SSN must apply for. Banks and companies that unfortunately do not accept an ITIN in place of a Social Security number—at least for credit card applications—are Discover, Barclays and Synchrony. Some popular banks that accept ITINs for credit card applications are Chase, Bank of America, American Express, Capital One, Citi and more.

Who needs to get an ITIN?

New and renewal applications can take up to seven weeks to be approved by the IRS, but our online application expedites the time involved filling out the paperwork. Upon completion, you’ll receive a downloadable PDF with your completed W-7 form and detailed filing instructions. If a taxpayer submits their ITIN application to an acceptance agent, then the acceptance agent can send copies with the W-7 to the IRS processing center. If the taxpayer does not submit their application to an acceptance agent, then the original documents or certified copies are required to be sent. You can apply for an ITIN any time during the year when you have a filing or reporting requirement. At a minimum, you should complete Form W-7 when you are ready to file your federal income tax return by the return’s prescribed due date.

A Social Security number (SSN) is issued by the SSA whereas all other TINs are issued by the IRS. To avoid having to set up an ITIN in person, simply fill out this form to apply for an ITIN online right now. Within days, you will receive a confirmation letter in the mail letting you know the changes have been made.

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. federal tax return. The IRS sends this letter to let you know that they are returning original documents, such as your passport or proof of identity (if you sent original documents instead of certified copies). The only identification document that is sufficient by itself is a passport because it is accepted for both identity and foreign status. Everything else, including a matricula card or a voter registration card, needs a second document, which is usually a birth certificate.