Form W-7 Walkthrough (Application for IRS Individual Taxpayer Identification Number)
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- Опубліковано 7 лис 2023
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Please feel free to check out our article, where we've written step by step instructions to help you walk through this tax form! www.teachmepersonalfinance.co...
Here are links to articles we've written about other tax forms mentioned in this video:
Form SS-5, Application for a Social Security Card
Article: www.teachmepersonalfinance.co...
Video: • Form SS-5 walkthrough ...
IRS Form 2848, Power of Attorney and Declaration of Representative
Article: www.teachmepersonalfinance.co...
Video: • IRS Form 2848 walkthro...
Schedule EIC, Earned Income Credit
Article: www.teachmepersonalfinance.co...
Video: • Schedule EIC walkthrou...
Schedule 8812, Credits for Qualifying Children and Other Dependents
Article: www.teachmepersonalfinance.co...
Video: • Schedule 8812 walkthro...
IRS Form 8863, Education Credits
Article: www.teachmepersonalfinance.co...
Video: • IRS Form 8863 walkthro...
IRS Form 2441, Child and Dependent Care Expenses
Article: www.teachmepersonalfinance.co...
Video: • IRS Form 2441 walkthro...
IRS Schedule 8812, Child Tax Credit or Credit for Other Dependents
Article: www.teachmepersonalfinance.co...
Video: • Schedule 8812 walkthro... - Навчання та стиль
Thank you ! Most informative and detailed video on this form instructions .
Great video!! Thank you for sharing!!
Very helpful thank you for this video!!!
Glad it was helpful!
Keep doing, nice work, thanks
Excellent!!
Do I put a check beside box B if I am an H2A-Visa worker from Nicaragua? We do not have a treaty with the United States.
If you're a nonresident alien, then Box B might be the best choice, if no other box applies. For background, here is some info from the IRS website for workers with an H2A visa: www.irs.gov/individuals/international-taxpayers/foreign-agricultural-workers
Hello, In sign here section, do i need enter date phone number and sign manually or i could enter them electronically and take prinout? I appreciate if you could help.
You can enter the date and phone number electronically. However, you do need to actually sign the form.
Hi, not sure if i'm too late to the party, but I am Australian, and am required to fill out form w-7 to get a ITIN to claim US/Aus Tax Treaty. In the first section, what would I select? other? I live in Australia, so I wouldn't be an alien, right? if I select other, would I put into the description field? Thanks in advance.
I'm not exactly sure, but if you're looking for tax treaty benefits, then option a might be your choice:
Certain nonresident aliens must get an ITIN to claim certain tax treaty benefits even if they don’t have to file a U.S. federal tax return.
If you check this box to claim the benefits of a U.S. income tax treaty with a foreign country, also check box h. On the dotted line next to box h, enter the appropriate designation for Exception 1 or 2, whichever applies (see Exception 1 and Exception 2, later in the Form instructions ). Identify the exception by its number, alpha subsection, and category under which you’re applying (for example, enter “Exception 1d-Pension Income” or “Exception 2d-Gambling Winnings”).
Also, enter the name of the treaty country and treaty article number in the appropriate entry spaces below box h and attach the documents required under whichever exception applies. For more details on tax treaties, see Pub. 901.
If you're using an acceptance agent to verify your documents, then the acceptance agent should be able to help you make the correct selection based upon your tax situation.
Thank you for the very informative video. Quick question: I need to claim treaty benefits and file US income, in this case should I check both option a & b? Can we check more than one reason for the ITIN application?
According to the form instructions, "If more than one box applies to you, check the box that best explains your reason for submitting Form W-7." I would select the most appropriate one...I don't believe the IRS cares which you select.
@@teachmepersonalfinance2169 thank you! Appreciate your prompt response 😊
Hello, im filing my return with itin renewal(w7) & I wanted to ask you if i can submit passport as a stand-alone document or do i need other supporting documents? Im not a dependent and im filing for myself.
According to the form instructions, you cannot use a passport as a stand-alone document if you do not have a U.S. date of entry stamp on it. But assuming that you do have the required stamp, the form instructions indicate that you could use a passport as a stand-alone document.
Also, I have another question.. for the tax purposes, since the ITIN is being requested and only sending the documents to the IRS, what happens to the state taxes? Do they wait to submit those when they receive their ITIN?
I'm sorry that I didn't see this sooner.
If you obtain an ITIN, I believe that state governments would accept that as an identifying number for your state tax return. However, I would check with the specific state to see if other rules might apply.
Hello !! Best video ever about this topic! Thanks so much ! I need to submit one for my two parents but they both live in Mexico, I pay for more than half of their expenses/ - 1. what option should I select for the first part? Is it A?
-2. The supported documentation to submit is to provide 2 documents or only one? They have passports and US visa,
3- do I need to submit the original document or a certified copies ?
I am also looking to the link you provided - great información!!!! I am going to go over all the information!! Blessings for posting this
Thank you!
For #1: You may select A, but if you're a U.S. citizen, and they're considered dependents of yours, then you might select D. If you're a non-resident alien with a visa, then it might be G.
2: If they each have passports, then that is the only document each of them needs.
3. You generally should submit the original document, unless you can get a certified copy . I don't think that's easy for visas, so you generally would submit them.
However, here's an alternative: the IRS administers a program called "Acceptance Agent Program." This program allows certain tax professionals to verify your documents in person and assist with the application process. They have locations in the United States as well as Mexico:
www.irs.gov/individuals/international-taxpayers/acceptance-agent-program
If any of those locations is relatively close to your parents, that might help cut down on the processing times.
@@teachmepersonalfinance2169 blessings
I am a Canadian citizen with some US dividend stocks in my RSP and need a TIN.
The only document I have for 6d is my driver's licence.
Is a certified copy by the issuer of my driver's licence acceptable or do need to submit the original.
It seems that if you have a certified copy by the issuer, then it meets the IRS requirements (outlined below):
"A certified copy of a document is one that the original issuing agency provides and certifies as an exact copy of the original document and contains an official stamped seal from the agency."
I have a question. I am a non-resident alien in terms of a student in USA. I am looking to apply for ITIN number to get a new credit card. In the top section, what box should it tick in between a,b,c,d,c,e,f and what is it mean witht he word that for b,c,d,e,f you should file US federal tax return.?
I don't think that I know enough about your situation to answer this. However, the IRS has an online tool that might help you decide for yourself:
www.irs.gov/help/ita/am-i-eligible-to-apply-for-an-individual-taxpayer-identification-number
Hello You said they don’t accept the passport with no visa on it But my visa entry date is on my expired passport should I send both of them ? ( the new one and expired one
The form instructions state that a passport with no visa entry date cannot be used as a stand-alone document. This means that you have to submit another form of identification along with the passport.
However, the form instructions also state that the IRS only accepts current versions of documents, not expired versions. What I might suggest is discussing this with the certifying acceptance agent closest to you to see what other documents that you have that would fulfill the ITIN requirements, besides the current passport with no visa.
ITIN is being requested for a friend and her living partner.. on her, they do not meet the entry requirements, so they will be answering (d) under her name.. but it has extra fields such as the name of her partner and the SSN or ITIN.. is it ok to answer the name and then right after - ITIN application attached?
So (d) should be used if the partner is a U.S. citizen or resident alien, and that your friend meets the criteria as her partner's dependent. Under those conditions, then your friend's partner's name and SSN/ITIN would be in that space to the right.
But if they don't meet the criteria for (d), then they might need to see how else they would qualify.
Do I have to submit my Marriage cert? also will the IRS return my documents to my UK address?
According to the form instructions: 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. Applicants are permitted to include a prepaid Express Mail or courier envelope for faster return delivery of their documents and to ensure the secure delivery of valuable documents, such as passports. The IRS will then return the documents in the envelope provided by the applicant. If your original documents aren’t returned within 60 days, you can call the IRS.
You don't need to submit a marriage certificate, but you do need to submit the documents that verify your identity as well as your status as a foreign citizen. According to the form instructions, a marriage certificate is not one of the requested forms of documentation, but could be used to verify a name change (i.e. from a maiden name to a married name).
Please how can ensure the date of entry is stamped into my passport as someone sending through DHL from Nigeria?
I'm not sure that I'm qualified to answer this question. I believe that it has to be stamped as part of your entry into the United States, not as part of a package that you're sending to the United States. But I'm not sure.
Im a Canadian citizen, have some US dividend stocks in my RSP portfolio and my bank just notified me i need a TIN. Everything seems straight forward except i cant find what to put in "Additional info for a and f" for the "treaty article number."
I'm not sure. The additional info field is for either:
Box A: a situation in which you're claiming a tax treaty benefit (which you have to cite the treaty article number for), or
Box F: if you are a nonresident alien student, professor, or researcher filing a U.S. federal tax return or claiming an exception.
It seems your situation is Box B: Nonresident alien filing a U.S. federal tax return.
In this situation, you don't need to put any information in that field. Is there another situation that you feel is closer to your actual situation?
Did you figure out what to put in that field, same for me. I know it is Exception 1d-? But not sure what to replace ? mark with. Also not sure which treaty article to use.
@@WorldOfSimGolf I have not. I think ill just try to go with option B which doesn't require that info.
@@teachmepersonalfinance2169 It seems to me that i am claiming a treaty benefit since i do not have to pay taxes until i withdraw funds from RSP. I will try to get TIN by filling out Box B. Maybe that will work.
Hello, I am trying to apply for ITIN for my son who was born in the Philippines last year with my fiancé. I just have a bit of confusion on Lines 1-6. Am I putting my own information or my son's information?
If you're applying on your son's behalf, then your son's information should go in these boxes. At the bottom, there's a box that you can check indicating that you're the parent applying on your son's behalf.
I'm looking to apply for my ITIN with my wife but she's not a us citizen even though she has an SSN and work permit. Should I still check box E and put her name and SSN in there?
If your wife is a resident alien, then I think you would select E unless either Box a or b applies to your situation.
@@teachmepersonalfinance2169 thank you!
Question! If my physical address is different than my passport address would I matter?
I do not know for certain, but I do not believe that it matters, as long as you're able to provide another form of ID or documentation that verifies your current address.
@@teachmepersonalfinance2169 thank you!
Can you please let me know where IRS said they won't accept a passport w/o an entry date to the US? My spouse is applying for an ITIN but she lives abroad and never enters into the US (think there are many people in this situation). Thanks a lot!
I don't believe that the IRS has stated that they won't accept a passport w/o entry date to the U.S. If there's anything about the video that gives the impression, I apologize.
However, the Form W-7 instructions clearly state that a passport is the only stand-alone document (i.e. you don't need a second document to establish either foreign status or identity). However, a passport is NOT a stand-alone document for certain dependents if it does not have a U.S. date of entry.
In that situation, you would need to send a second document from the supporting documentation table in the form instructions.
Thanks for your detail reply. Think for certain dependents they may need an entry date, but for spouse probably it is a different thing, they may have an entry date or they may reside abroad and never enter into US.@@teachmepersonalfinance2169
I am from The Bahamas and just formed an LLC. I am thinking that my reason for applying is (B). I have learnt that the supporting documents required are : 1. Passport 2. (2) Local Utility Bills in my name (from my home country) 3. US Company Certificate. Do I use my LLC certificate for #3? Thanks in advance for the reply.
If you're applying as a nonresident alien filing a U.S. tax return (Reason B), then I don't know that you need anything except a passport. Here is the guidance, verbatim, from the form instructions:
If you submit an original valid passport or a certified copy from
the issuing agency, you don’t need to submit any other
documents from the table, unless the passport is for a
dependent and it doesn’t include a date of entry into the United
States.
However, I don't see company formation documents or a company certificate as a required (or desired) form of supporting documentation. However, if someone gave you different guidance, it might be worth determining where that guidance came from, and how it relates to your situation. I don't see it in the form instructions.
@@teachmepersonalfinance2169 Thank you for the reply!
I am notary residential at home how to fill acceptance agency only?
You will need to work with the acceptance agent on making sure that your documentation is correct. Depending on the location, your acceptance agent should also help you ensure that your completed Form W-7 is accurate, based on your situation.
Here is a list of acceptance agent locations (both in the United States, and internationally): www.irs.gov/individuals/international-taxpayers/acceptance-agent-program
Hi, I am an international student. I didn't get what should I write for the additional info for f. What is the treaty article number? Thank you in advance.
I don't think that I can answer that question without knowing the tax treaty (or country that the U.S. has a treaty with) or what tax benefit you're trying to claim from that treaty. Could you give me some more info?
hi, can you please advise on my situation as non resident alien, opened an LLC in usa. Now bank is asking for ITIN so I am confused b/w (a) and (b) as I don't have a return to file yet as been only two months since opening of company. Thank you
According to the form instructions, you should pick the option that *best* represents your situation. So if you're not aware of the tax treaty benefit that you would apply for, then you probably should select (b). However, if you select (b), then you *have* to put down a foreign address in Line 3.
@@teachmepersonalfinance2169 Thanks a lot for the reply. Yes, I am more inclined towards (b) too, and yes, I have a foreign address, being citizen of another country, and I will provide the relevant document to authenticate that information too.
I would like to apply for an ITIN for my wife, however, her surname field in the passport is empty, and her full name (First Middle Last) is given in the given name field on her passport. So I am wondering how to fill the W7 without any surname available in the passport. Any help would be appreciated.
I don't want to give you the wrong answer, but I don't know what the correct answer is in this case.
This website contains different ways (besides filing a Form W-7 by mail), that you can help your wife obtain her ITIN. I would suggest at looking at either Option 2 (visit a Certifying Acceptance Agent) or Option 3 (visiting a Taxpayer Assistance Center): www.irs.gov/individuals/how-do-i-apply-for-an-itin
If you're outside the country, Option 2 contains lists of CAAs by country, as well as by state.
Thank you.@@teachmepersonalfinance2169
Hello! I am trying to apply for an ITIN as a spouse of a US citizen but I’ve never had a tax return , what do I do regarding this?
You can send your ITIN application with your first tax return. There are also a couple of other in-person options that you may consider, if you think you'd rather have someone help you with the process: www.irs.gov/individuals/how-do-i-apply-for-an-itin
If there’s no stamped date on passport how would we fill out the date of entry because we are filling out form as renewing an existing itin but she just got a new passport?
You would fill out the date that she entered the United States. However, if there is no date of entry on the passport, then you might need to submit another form of identification, such as one of the following:
-A U.S. school record
-Rental statement from a U.S. property
-Utility bill for a U.S. property
-U.S. bank statement
-U.S. state identification card
-Driver’s license that lists the applicant’s name and U.S. address, or a
-U.S. visa.
The “Date of entry into the United States” must contain the complete date on which you entered the country for the purpose for which you’re requesting an ITIN (if applicable).
@@teachmepersonalfinance2169 Hi, if I entered the USA twice before applying for the first ITIN, should I fill in the latest date of entry (not stamped in the passport, have I-94) or the very first entry (stamped in the passport)?
@@shantanum3395 The form instructions do not specify which date of entry you should enter. However, since the instructions state that you should attach a copy of your I-94 (if you have one, in the Line 6c instructions), then you might consider using that date.
@@teachmepersonalfinance2169 Thank you. You are doing great work. 👍
Hi I am Canadian, just received 1042-s from my bank for my us dividend, this is the only thing I need to report. First, fill out application for us tin? I make check mark at A , H states that us dividend. Then mail out my certified Canadian passport and 1042-s I received from my bank. Is that all I need to do? Do I need to fill out any other forms? On my 1042-s, they already filled out by the bank, like income code, tax rate, total withholding credits, withholding agent’s name, EIN and my home address been entered by the bank, question is do I need to fill out anything from 13h to 17b? Please kindly help, need your professional advice. Thanks for a million . Liz
I do not know what you would need to complete on your Form W-7. You might check box A if there's a tax treaty benefit that you're looking to claim. But if you were filing a tax return based upon your Form 1042-S income, then you might check box B.
It seems that your passport should be enough supporting documentation for you to obtain your ITIN. But I don't know enough about your situation to say whether or not this is something you need to do. You might consider discussing this with a tax professional to see whether this is warranted.
@@teachmepersonalfinance2169 thanks, only need to mail out w7 form, certified passport copy and 1042-s right? I don’t need to fill in any other on 1042-s, right?
@@elizawong9825 I'm not sure I can give you a clear answer without actually looking at your documents. Here is a link to the IRS page with the information that you need to file your Form W-7, as well as 2 other ways of obtaining an ITIN without having to send off your passport:
www.irs.gov/individuals/how-do-i-apply-for-an-itin
Hello, I want to file an ITIN from Nigeria. Please tell me the exact IRS address in Houston Texas in the United States where I'm going to mail my completed ITIN form.
According to the form instructions, you can send your completed form to the following address:
Internal Revenue Service
ITIN Operation
P.O. Box 149342
Austin, TX 78714-9342
The form instructions do not appear to contain a Houston address.
Hi, im married to a canadian citizen, in canada, and i need to file my taxes, however she doesnt have a ssn nor itin, so my question is who fills out the form?
If you're the person who needs to file a tax return, you would definitely need to fill out the form. I don't know enough about your wife's tax situation to know whether or not she would also need to. My guess is yes, but I can't be sure.
Can a C1/D visa holder apply for this?
I'm not an attorney, so I can't give you specific advice. However, I've seen nothing in the form instructions or Publication 519 (U.S. Tax Guide for Aliens) that would preclude someone from requesting an ITIN based on their visa type.
Below is what the instructions *do* say:
The following individuals are eligible to complete Form W-7.
1. Any individual who isn’t eligible to get an SSN but who must furnish a taxpayer identification number for U.S. tax purposes or to file a U.S. federal tax return must apply for an ITIN on Form W-7.
Examples include the following.
• A nonresident alien individual claiming reduced withholding under an applicable income tax treaty for which an ITIN is required.
• A nonresident alien individual not eligible for an SSN who is required to file a U.S. federal tax return or who is filing a U.S. federal tax return only to claim a refund.
• A nonresident alien individual not eligible for an SSN who elects to file a joint U.S. federal tax return with a spouse who is a U.S. citizen or resident alien. See Pub. 519, U.S. Tax Guide for Aliens.
• A U.S. resident alien (based on the number of days present in the United States, known as the “substantial presence” test) who files a U.S. federal tax return but who isn’t eligible for an SSN. For information about the substantial presence test, see Pub. 519.
• A nonresident alien student, professor, or researcher who is required to file a U.S. federal tax return but who isn’t eligible for an SSN, or who is claiming an exception to the tax return filing requirement. See Pub. 519.
• An alien spouse claimed as an exemption on a U.S. federal tax return who isn’t eligible to get an SSN. See Pub. 501, Dependents, Standard Deduction, and Filing Information, and Pub. 519. A spouse can be claimed as an exemption only for tax years prior to 2018.
• An alien individual eligible to be claimed as a dependent on a U.S. federal tax return but who isn’t eligible to get an SSN. Your spouse is never considered your dependent. For more information about whether an alien individual is eligible to be claimed as a dependent on a U.S. federal tax return, see Pubs. 501 and 519. Dependents can be claimed as exemptions only for tax years prior to 2018.
• A dependent/spouse of a nonresident alien U.S. visa holder who isn’t eligible for an SSN. See Pub. 519. Dependents and spouses can be claimed as exemptions only for tax years prior to 2018.
Note. The deduction for personal exemptions was suspended for tax years 2018 through 2025. For tax years beginning after 2017, spouses or dependents aren’t eligible for an ITIN, unless they are claimed for an allowable tax benefit. The individual must be listed on an attached U.S. federal tax return with the schedule or form that applies to the allowable tax benefit. See the instructions for your U.S. federal tax return for more information.
2. Persons who must renew their ITIN to file a U.S. federal tax return.
can you apply for a TIN for a girlfriend if living together for more than 5 years or do you have to be legally married in order to apply for a TIN for a spouse
If you apply for a TIN on behalf of a spouse, the IRS will expect you to provide verification that you are indeed married to that person.
Hi there, my husband is filing first time. Would he check the box for b or e, since I am a U.S. citizen? Also, what should he put down for foreign address? His Mexican passport isn’t stamped so can he still submit his passport?
If you are a U.S. citizen, I would encourage your husband to use Box e. If there is no date of entry stamp on your husband's passport, he may still use it, but he would need to provide additional documentation. Your husband should use his foreign address in Line 3.
Thank you! What if he doesn’t have any other documentation like a driver license? He is in the process of getting a green card.
Page 4 of the Form W-7 instructions contains a complete list of acceptable documents. I am not sure that your husband would receive an ITIN if you don't provide at least one of these items: www.irs.gov/pub/irs-pdf/iw7.pdf
Thank you! Is he supposed to send his original passport or just a copy?
@@user-bq5cz5wx9l If he does not send the original passport, the IRS will require him to send a certified copy, which might be difficult to obtain.
in your example how he has a date of entry to USA and doen't have a visa?
I didn't enter any information about a visa. I'm not an immigration attorney, so I can't give legal advice. However, I imagine that there are scenarios in which people from other countries are in the United States without a visa. And the IRS publications and documents give specific information that don't necessitate the use of a visa.
For example, the form instructions state: "Certified copies of a passport from the issuing agency must include the U.S. visa pages if a visa is required for your Form W-7 application." This implies that there are situations for which a visa is not required for a Form W-7 application.
If there was a technical aspect of this video that is self-contradictory, I would definitely like to have a better understanding of the context, so I can correct it in the future.
I’m married to a Mexican citizen what do I need from her? Marriage license we have,passport she’s got, but no date entry birth certificate she has ,and a voters registration card as well applying for a new itin#
It appears that you have enough documentation.
The form instructions state that you need 2 forms of ID. One form must verify the applicant's foreign status, and the other must verify the applicant's identity.
If your wife's passport had a date of entry, you could use it for both (as a standalone document). Since it doesn't have an entry stamp, you can still use it as one form of ID. Then you can use either the birth certificate or the voter's registration card as the second form of ID.
@@teachmepersonalfinance2169 thank you so much h you are really informative and helpful sir keep it up and thank you once again