Information for completion of the ITIN or Form W7 Application.

Information for completion of the ITIN or Form W7 Application.

What is an ITIN?

An Individual Taxpayer Identification Number (ITIN) is a 9-digit number [Usually this number starts with digit 9] the Internal Revenue Service ITIN operation office issues this number to foreign persons filing a tax return who are not U.S. citizens and who do not have or are not eligible for a Social Security number. You can only use your ITIN for tax reporting purposes.

Please note that if you have a Social Security Number [SSN], you are not eligible to apply for ITIN.

Checklist for the ITIN application preparation

Before submitting your Form W-7 and the attached documentation – This checklist would be a helpful option

  1. Verify that you are completing the most current version of the Form W-7.
  2. Verify that the entries on Form W-7 do not conflict with the supporting documentation presented.
  3. Ensure the entries are typewritten or printed clearly and legibly in ink.
  4. Ensure that you checked the appropriate box indicating the “Reason you are Submitting Form W-7
  5. Verify that the name on Line 1 matches the name on the supporting documentation.
  6. Enter your complete mailing address on line 2.
  7. Enter your permanent foreign address on Line 3, or if you have relocated to the United States [if applicable]. Foreign address is mandatory for applicants outside of the United States.
  8. Verify that the country of birth is present on Line 4, and that the date of birth is entered in a month/day/year (MM/DD/YYYY) format.
  9. Place an “X” in the appropriate “gender” box on line 5.
  10. Ensure that you entered your complete visa information (if applicable) on line 6c.
  11. Check that you entered your complete date of entry into the United States (if applicable) in a month/day/year (MM/DD/YYYY) format.
  12. Check that all Form W-7 applications have a signature that matches the signature on the supporting documentation, or in the case of a delegate, reflects the delegate’s relationship to the applicant.
  13. Enter the date of the application in a month/day/year (MM/DD/YYYY) format.

Submit: Your completed valid U.S. Federal income tax return (if applicable) or documents substantiating that you meet an exception to the tax return filing requirement. 

If you are not sending your original passport to IRS you can get the ITIN application service via an IRS-approved certified Acceptance Agent CAA. For more on the advantages of using a CAA click here.   

If you have received any of the above tax forms with Federal tax withholding and wish to reclaim the taxes or to apply for ITIN to complete Form W8BEN to avoid withholding in the future tax year or require assistance with the ITIN application process for completion of the application, documents check, certification proving identity, foreign status the original passport via IRS Acceptance Agent. We can be of assistance for a reasonable fee. Our fee covers all the work processes listed on this blog.

For more details on the step-by-step ITIN application work process by acceptance agents please check this blog.

Our team specializes in international expatriate U.S. personal tax return service. If you need assistance with ITIN Renewal/US 1040 filing for refund claim/FATCA Compliance work/FBAR FINCEN114 Filing, ITIN/ Form W7 Application/E.I.N./Form W8BENE or Certified Acceptance Agents [C.A.A.] services/1040NR U.S. tax filing for refund claim of excess 1042S / 8288A/ 8805/ W2/ 1099. We are happy to assist our clients in a timely, efficient, and cost-effective way. 

Click here to contact us if you have any queries