TAXPLANNING PLUSTM

ITIN

The Individual Taxpayer Identification Number (ITIN) is the number the IRS issues to people who must comply with U.S. taxes but cannot get a Social Security number.

What it is for

To file returns, report income and pay federal taxes, and to include your spouse and dependents on your return when the law allows. Resident and nonresident aliens use it. Some banks also ask for it to open accounts.

An ITIN does not authorize work in the United States, does not provide Social Security benefits and does not change your immigration status.

How to get it

  1. Form W-7

    We prepare it with you, together with the return or document that supports the application.

  2. Document verification

    As a Certifying Acceptance Agent (CAA) we review your original passport at our office and certify the copy. You keep your passport; you do not mail it to the IRS.

  3. Filing with the IRS

    We send the complete application and follow up.

  4. IRS response

    The IRS usually responds in about 7 weeks; in peak season or when applying from abroad it can take 9 to 11.

Accepted documents

A current passport is enough on its own. Without a passport you need at least two documents from the IRS list, such as a national identity card or a driver's license, and one must have a photo. For the applicant and spouse we can verify any accepted document; for dependents, only the passport and birth certificate.

Renewal

An ITIN not used on a return for three consecutive years expires and must be renewed with the same Form W-7.

Book an appointment for your ITIN

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