Choose whether you’re applying or renewingIn the very first section, you’ll be prompted to mark whether you’re renewing an ITIN you already have or applying for a new one. In these cases, applicants will be required to submit at least one of the following original documents in addition to the passport to prove U.S. residency. Generally, applicants who are claimed as dependents must also prove U.S. residency. However, if you are from Canada or Mexico, or if you are a dependent of a U.S. servicemember stationed overseas, you are exempt from this additional requirement. For other tax benefits, you may need to submit your completed Form W-7 with the appropriate tax return for which you are claiming the benefit.
Forms & Instructions
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How do I complete IRS Form W-7?
Answers do not constitute written advice in response to a specific written request of the taxpayer within the meaning of section 6404(f) of the Internal Revenue Code. Section 203 of the Protecting Americans from Tax Hikes Act, enacted on December 18, 2015, included provisions that affect the Individual Taxpayer Identification Number (ITIN) application process. Taxpayers and their representatives should review these changes, which are further explained in the ITIN Documentation Frequently Asked Questions, before requesting an ITIN. They won’t officially begin accepting tax returns before then, so keep an eye out for this announcement. Processing your ITIN application takes several weeks, so expect longer than normal delays for your tax return to be processed.
Knowing the right forms and documents to claim each credit and deduction is daunting. Taxes are incredibly complex, so we may not have been able to answer your question in the article. Get $30 off a tax consultation with a licensed CPA or EA, and we’ll be sure to provide you with a robust, bespoke answer to whatever tax problems you may have. Applicants may encounter challenges like understanding complex activity based budgeting documentation requirements or dealing with application rejections. The discussion of allowable tax benefits has been expanded. For more information see Allowable Tax Benefits in the Instructions for Form W-7 PDF.
They are shared across multiple governmental departments (including Immigration and Customs Enforcement). For citizens (and some eligible residents or foreign nationals), that number is their Social Security Number — often assigned at birth. If an applicant is 18 years of age or older, the applicant or a court-appointed guardian can sign or appoint a parent or another individual to sign. If you checked Box f, you must enter the name of the educational institution and the city and state in which it’s located. You must also enter your length of stay in the United States. This could include documents like your marriage certificate or a court order, such as a divorce decree.
- With just a few clicks, you can electronically file your taxes with the IRS to ensure the fastest possible processing times.
- Also, enter the name of the treaty country and treaty article number in the appropriate entry spaces below Box h.
- Applying for an ITIN involves completing and submitting Form W-7 and the required documentation to the IRS.
- Also date the form (MM/DD/YYYY format) and enter your phone number.
- Under box 6e, indicate whether you’ve been issued an ITIN before, and list the number in box 6f.
Small business/self-employed
Check the box indicating the type of document or documents you’re submitting as proof of identity. If you’re applying because a third-party requires your tax identification number to file information returns, then you may be able to claim one of the applicable exceptions, listed below. If you check this box to claim the benefits of a U.S. income tax treaty with a foreign country, also check Box h, below. Each of these points is crucial in understanding the ITIN application process and ensuring compliance with US tax laws for those who need it for tax purposes.
Why ITINs are important
Free up time in your firm all year by contracting monthly bookkeeping tasks to our platform. Ask a real person any government-related question for free. They will get you the answer or let you know where to find it. USA.gov is the new centralized place for finding government benefits for health care, housing, food, unemployment, and more. Official websites use .gov A .gov website belongs to an official government organization in the United States. For a summary of those rules, please see the new Form W-7 and its instructions.
Her work has been featured in Business Insider, Money Under 30, Best Life, GOBankingRates, and Shopify. Sarah has spent nearly a decade in public accounting and has extensive experience offering strategic tax planning at the state and federal level. In her spare time, she is a devoted cat mom and enjoys hiking, painting, and overwatering her houseplants. If submitting other forms of identity, you may be required to provide additional supporting documentation. If you’re submitting multiple documents, only include information for the first document here.