Civil birth certificates are considered current at all times because they don’t contain an expiration date. If you have an application for an SSN pending, don’t file Form W-7. Complete Form W-7 only if the SSA notifies you that you’re ineligible for an SSN.
- A current passport would meet all these requirements and is the only document you can submit on its own.
- It’s important that the IRS is aware of your current mailing address.
- As a Certified Acceptance agent , Ein-itin.com prepares and submits applications for an Individual Taxpayer Identification Number (“ITIN”) on behalf of their applicants.
- Unless you’re denied an SSN by the SSA and attach the denial letter to your Form W-7, you aren’t eligible for an ITIN..
- If you are not a U.S. citizen and do not have a Social Security number, learn how to get and use an Individual Taxpayer Identification Number (ITIN) to file a federal tax return.
Then, you will need an ITIN or an Individual Taxpayer Identification Number. An ITIN is a tax identification number issued by the Internal Revenue Service (IRS) reconciling invoice payment transactions vs bank deposit transactions to individuals who are not eligible for a Social Security Number (SSN). This article will guide you through the process of applying for an ITIN online.
The passport isn’t a stand-alone document for certain dependents if no date of entry into the United States is present. CAAs are required to keep copies of all documentation they send to the IRS. The IRS will send the ITIN to the CAA, who will pass it on to you.
Step 2: Gather Required Documents
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. 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.
Shot/immunization records will be accepted only if they document the applicant’s name and chronological dates of the applicant’s medical history and care. In addition, the medical record must document the name, address, and phone number of the doctor, hospital, or clinic where treatment was last administered. The medical record must be dated no more than 12 months before the date of the Form W-7 application. 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.
- 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.
- These are individuals admitted to the United States under an F, J, or M visa who receive taxable scholarships, fellowships, or other grants.
- However, during the peak processing season (January to April), it can take up to 11 weeks.
- ITINs with middle digits (the fourth and fifth positions) “70,” “71,” “72,” “73,” “74,” “75,” “76,” “77,” “78,” “79,” “80,” “81,” “82,” “83,” “84,” “85,” “86,” “87,”or “88” have expired.
Identify your first, middle, and last name under which the ITIN and/or IRSN was issued. If you were issued more than one IRSN, attach a separate sheet listing all the IRSNs you received. If applicable, you must also enter the treaty country and treaty article. Taxpayers residing outside of the United States can apply for an ITIN through a certifying acceptance agent. An ITIN will serve as your identification number for filing your taxes.
Why do I need an ITIN?
Otherwise, you must submit one of the additional documents listed earlier in the “Supporting Documentation” table with your passport to prove residency. You can file Form W-7, Application for IRS Individual Taxpayer Identification Number (ITIN), with your federal income tax return. You must also include original documentation or certified copies from the issuing agency to prove identity and foreign status. 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.
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For a summary of those rules, please see the new Form W-7 and its instructions. A Taxpayer Identification Number (TIN) is an identification number used by the Internal Revenue Service (IRS) in the administration of tax laws. It is issued either by the Social Security Administration (SSA) or by the IRS.
Application for IRS Individual Taxpayer Identification Number (Use with the August 2019 revision of Form W-
You will receive a letter from the IRS assigning your tax identification number usually within seven weeks if you qualify for an ITIN and your application is complete. 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. First, you can find the final PDF Form W-7 on the IRS website. (Although it is updated from time to time, you can check the version from this page). There are organizations authorized by the IRS for the ITIN number.
Getting an ITIN
If you don’t renew your expired ITIN and you file a U.S. federal tax return with the expired ITIN, there may be a delay in processing your tax return. If you check this box to claim an exception under the benefits of a U.S. income tax treaty with a foreign country, also check box h. On the dotted line next to box h, enter the appropriate designation for Exception 2, explained later. Identify the exception by its number, alpha subsection, and category under which you’re applying (for example, enter “Exception 2b-Scholarship Income and claiming tax treaty benefits” or “Exception 2c-Scholarship Income”). Also, enter the name of the treaty country and the treaty article number in the appropriate entry spaces below box h (if applicable) and attach the documents required under Exception 2.
Receive a tax refund.
Taxpayers and their representatives should review these changes, which are further explained in the ITIN Documentation Frequently Asked Questions, before requesting an ITIN. IRS ECO shows how modernizing IRS service and technology are key to meeting the Inflation Reduction Act’s economic and climate goals. There are 3 application options to obtain an ITIN at the IRS institution.
Once you are issued an SSN, use it to file your tax return. 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. The IRS issues an ITIN to people who are required to have a U.S. taxpayer identification number but don’t have (or are not eligible for) a Social Security Number (SSN).