IRS Form W-7 Instructions Completing Your ITIN Application

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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. An IRSN is a nine-digit number issued by the IRS to people who file a tax return or pay taxes without providing a taxpayer identification number or Social Security number.

IRS Form 2210 Instructions

Attach a separate sheet indicating the required information for the additional documents. Write your name and ‘Form W-7’ at the top of the additional sheet. In Line 1a, enter your legal name as it appears on your identification documents. If you’re renewing your ITIN, and your legal has changed since your original application, you’ll need to submit additional documentation supporting your name change.

  1. 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.
  2. If submitting other forms of identity, you may be required to provide additional supporting documentation.
  3. The Taxpayer Advocate Service is an independent organization within the IRS that helps taxpayers and protects taxpayers’ rights.
  4. If the reason for your ITIN request isn’t described in boxes a through g, check this box.
  5. This could include documents like your marriage certificate or a court order, such as a divorce decree.
  6. The staff can help you complete an application and will submit it for processing.

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.

itin apply online

Valid forms of ID

A foreign individual might meet the substantial presence test by living in the United States or statement of owner’s equity being present for a minimum number of days. As an independent organization within the IRS, the Taxpayer Advocate Service helps taxpayers resolve problems and recommends changes that will prevent problems. Our Sprintax tax preparation software for internationals will complete and generate a ITIN application (W-7 form) for you if you do not have an SSN. I’m a dad, husband, Certified Financial Planner, tax practitioner, retired Navy veteran, and writer.

I love to write articles on financial topics and IRS tax forms. I especially like to explore financial planning subjects that no one else has tackled before, and help people with financial questions they haven’t found the answers to. If you are eligible for a Social Security number, then you should submit an application for one.

IRS Form 8379 Instructions

If submitting other forms of identity, you may be required to provide additional supporting documentation. Original documents you submit will be returned to you at the mailing address shown on your Form W-7. You don’t need to provide a return envelope, but you can include a prepaid Express Mail or courier envelope for faster return delivery of valuable documents such as passports.

Generally, the applicant must sign this form, but there are exceptions. Also date the form (MM/DD/YYYY format) and enter your phone number. If you are applying as a delegate on someone’s behalf, then enter your name and relationship to the applicant as well.

IRS Form 8995 Instructions

You can apply for an ITIN by bringing your completed forms and documentation to any IRS Taxpayer Assistance Center office. The staff can help you complete an application and will submit it for processing. Applicants who meet one of the exceptions to the requirement to file a tax return (see the Instructions for Form W-7) must provide documentation to support the exception. If you’re submitting multiple documents, only include information for the first document here.

In this section, we’ll enter other information about your 12 things you need to know about financial statements origin, existing documents, and ITIN numbers that may have been previously assigned. 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. The IRS instructions for Form W-7 contain additional information about each of these exceptions. If the reason for your ITIN request isn’t described in boxes a through g, check this box. Describe in detail your reason for requesting an ITIN and attach supporting documents.

This is the address the IRS will use to return your original documents and send written notification of your ITIN application status. This exception may apply if you have an IRS reporting requirement as is chart of accounts the same as a general ledger a non-U.S. Representative of a foreign corporation who needs to obtain an ITIN for the purpose of meeting their e-filing requirement under T.D.