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11

There are a some options at your disposal. Taxpayers Advocate with the IRS. This is the IRS internal office that helps taxpayers dealing with the Service, when the Service is "misbehaving". Your situation clearly falls under their jurisdiction, so you can give them a call. They may be quite effective, and can definitely "grill" offices or officers who are ...


7

In order to obtain an ITIN, you need to provide proof of identity. If you need to do this while you are outside of the U.S., this can be done in one of two ways: Sending either the original ID or a certified copy of your ID along with your application to the IRS ITIN office in Austin, Texas. I would not recommend sending your original passport in the mail ...


5

If I use my credit card on my ITIN and behave like a good guy (paying everything on time), will it create history for my SSN next year or will I have to start from scratch? Yes, you'll keep your history, it will be reported on your SSN when you update your creditors with it. I have an option of using a secured card v/s an unsecured one. Which one ...


5

You'll apply for an ITIN at the same time you file your 2018 tax return, not before or after. Fill out your tax return just as you would if she had an SSN/ITIN, but you'll leave that field blank and you'll attach Form W7 to your return, which is the application for ITIN. This means mailing in a paper return. Also, your spouse is not a dependent, but ...


4

First of all, your spouse can never be your dependent. Rather, you can file Married Filing Separately or Married Filing Jointly with your spouse. You should never miss the deadline to file your taxes, even if you don't owe taxes. If your wife cannot apply for an ITIN along with the filing of taxes, then you must file as Married Filing Separately and amend ...


4

Is there anyway I can get my state and federal refund for 2012? Yes. You need to get your ITIN, and you'll get your refund. If you're afraid its going to go beyond the State or IRS statute of limitations for refunds (for Federal - 3 years), you should file a protective claim. Talk to a good EA/CPA about this. Here's a link to an article discussing ...


4

Unfortunately, there isn't much you can do. There is no government office designed for this, and your congressman isn't going to go rifle through IRS files. The first thing you should do is verify the IRS has the correct mailing address. If the IRS has the correct mailing address, you could try submitting a missing mail inquiry with the United States Postal ...


4

The W-2 form is not something you fill out yourself. You are given a W-2 by your employer, and this form shows how much you were paid and how much tax was withheld from your paycheck. You include a copy of your W-2 with your tax return as “proof” that you have already paid some tax. If you haven’t yet been an employee of a U.S. company with tax withheld ...


3

According to the W-7 instructions, you must send the original document or a certified copy. A certified copy can usually be provided by the same agency that created it or some embassies and consulates can make or help you obtain certified copies. A notarized copy will not be accepted. All quoted material is from the W-7 instructions. You must submit ...


3

In such cases, it has a EIN, like any business would. Even absent the rent you suggest, the condo should have reserve funds, similar to an individual's emergency account, only more codified as to level and flows. These funds should be earning interest.


3

The official guidance is here: US Governent web site. If you don't have a US tax payer number, then leave box 5 blank. If your government issues an equivalent tax payer number, then put that in box 6 instead.


3

According to IRS document (http://www.irs.gov/pub/irs-pdf/iw7.pdf) Original documents you submit will be returned to you at the mailing address shown on your Form W-7. You do not 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. The IRS ...


2

According to the instructions to the form - yes, you do need an ITIN. Line 6. .... If you do not have an SSN and are not eligible to get one, you must get an individual taxpayer identification number (ITIN). To apply for an ITIN, file Form W-7 with the IRS. It usually takes 4-6 weeks to get an ITIN.


2

I went through the same thing as you, had to file 2-3 times before the application would stop bouncing back (now we're still awaiting the ITIN). There are many things that have to be done exactly right, and even if you follow the W-7 instructions to the letter and have an IRS agent assist you, it may still get rejected. In lieu of the actual passport, a ...


2

If you already have an accountant, why is he not dealing with this? The rules for ITIN applications have recently changed, and it is much more complicated to get one. You need to read the instructions carefully, and follow them. You need to understand why the previous application was rejected. Don't try to guess. Have the accountant call the IRS and ask ...


2

You need an ITIN. Follow the instructions on the IRS page to apply. You might be better off getting an on-campus employment authorization and getting an SSN, though, as the ITIN process is not really convenient.


2

Yes. You should file as married filing separately, and amend it later. Don't file taxes late.


2

As others have mentioned, before you send anyone but a government agency personal information (such as your passport) you should be careful to avoid scams. If you did not enter this contest before winning it, or are being asked by someone you did not previously know to provide personal information as part of claiming the prize, then this is almost certainly ...


2

You also need enough interest income to cause a filing requirement for the bank. With interest rates sitting at .1%, you need an account with a balance of $10,000 or more all year.


2

Use form W7 to apply for an ITIN. You'll need to qualify for any of the reasons stated there. If you don't qualify for any - you can't get an ITIN. From what you described it looks like your husband is not entitled for ITIN.


2

If you wish to file jointly, she does need an ITIN. (Edit: filing jointly is not possible according to your answer below and some comments.) If it would make a difference on your taxes to file form W-7, that would be a routine procedure. If you are not comfortable sending her passport in the mail, you can also appear in person at a Taxpayer Assistance ...


2

When you file your taxes, you can give them a checking account to draw from. If you chose that way, they will draw the money, and all is fine. Altenatively, you can send payment with your name and address and the ITIN 'applied for'. They should understand what that means, and apply it to your account. That is not recommendable if your name is very common, ...


2

In the Form 1040 instructions, section for filing status Married Filing Separately (on page 13), it says: Check the “Married filing separately” box at the top of Form 1040 or 1040-SR if you are married and file a separate return. Enter your spouse’s name in the entry space below the filing status checkboxes. Be sure to enter your ...


1

You can likely expect it in the next 11 weeks, but maybe longer if they don't process the return until after the ITIN application is accepted. Per the IRS page Amended Return FAQ: How long will it take to process an amended return? A Form 1040X, Amended U.S. Individual Income Tax Return can take up to 16 weeks to process once we receive it. Not ...


1

You've got it, you file your completed 1040 (or variant) and the rest of your tax-return forms along with the W-7 (and supporting documentation), along with any payment if not getting a refund, and you are set. No need to file your return separately also. Then next year you'll have the ITIN to use on your tax return. Note that on years you're filing Form W-...


1

For anyone who is looking for an answer: Although Nathan's answer was good, after doing more research, I noticed that a non-resident F-2 getting an ITIN is worth nothing because F-2 holders are not allowed to work. Even with her having an ITIN, we can't file jointly (both non-resident). So getting an ITIN is just extra paperwork. I called the IRS to see if ...


1

As littleadv says, Form W7 is the right one. Under "Reason for applying" you could select (e): Spouse of U.S. citizen/resident alien. See additional details in the form instructions. This would be an option after you are married. Note that the top of the form states in bold italics that "An IRS individual taxpayer identification number (ITIN) is for ...


1

If my wife were to receive an ITIN will she forever be obligated to file (or for me to include her in my filing) with the IRS? No. This mentions income which I generically assume to be salary from working. But what if she has investments, will those be protected from a US tax liability too? Whether she is required to file a US tax return and/or ...


1

Today, NCDOR was more helpful than before. They said that in such a case, you can write "Applied for" in the field asking for ITIN in your tax return. For payment of taxes, you can write a cheque, or pay by Money Order. Though, one must be careful here as without SSN or ITIN, you are not eligible to print a Payment Voucher, which is a regular practice.


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