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Documents You Need When Applying for an ITIN

When obtaining an ITIN from the federal U.S. government, there are several documents that must be submitted. It is essential to ensure that the application is complete before filing it with the IRS.

Form W-7

Before being issued an ITIN number, it is required that applicants submit the official W7 form. This is the IRS document used for an ITIN application. Form W7 is usually filed by mailing it to the IRS with a valid U.S. federal tax return. The form should be placed in front of the tax return documents. This form can also be filed in person by visiting an IRS-designated Taxpayer Assistance Center (TAC).

Identification Documents

To get assigned an ITIN, it is necessary to provide proper identification.  The IRS accepts several different types of ID:

  • Valid U.S. Passport
  • S. or foreign driver’s license
  • Foreign or United States Military ID
  • Visa (must be issued by the U.S. Department of State)
  • Photo ID from United States Citizenship and Immigration Services

A passport is the highest recommended from of ID, as this is the only identification document which can be accepted without being accompanied by additional documentation. If the applicant doesn’t have a valid passport, then other forms of identifying documents are needed.  It is also important to note that for minors being claimed as dependents, school records or a civil birth certificate is required.

Tax Return and Other Documents

Applying for an ITIN also requires the inclusion of an original U.S. federal income tax return.  There are some additional documents needed, as well. For example, if it applies to the particular situation, then the SSA letter of denial is needed. Furthermore, it is necessary to include unexpired, hard copy documents demonstrating ID and “foreign status” or relation to a country besides the U.S. These must be either original documents or copies certified by the issuing agency, meaning they contain its official stamp or seal.

Reliable Assistance

For help learning how to apply for ITIN, visit the ITIN W7 Application site today. Their resources should help provide necessary details regarding required documentation and the process of filing a W-7.