Personal Finance & Money Asked by Thanasis Petsas on April 26, 2021
My wife need to apply for ITIN so we can file our joint tax return for the first time. She is not a US resident yet, so she can’t apply for SSN. According to W-7 instructions, we need to file the W-7 form along with the tax return to IRS Austin, TX location. My wife can’t send her original passport because she needs it to fly to Greece next month (some days after the taxes deadline extension for 2021). We tried to call the Greek Consulate in San Francisco several times to schedule an appointment for issuing a certified copy of her passport but they have never answer the phone. So, we are running out of options. The W-7 instructions state that Certifying Acceptance Agent (CAA) is another option, but this is only if you are renewing an existing ITIN; If you apply for a new one you have to submit it along with the tax return and all the required supporting documents. Does anyone have an idea on how to proceed with that?
As an alternative solution I was thinking of sending my wife’s original greek national id but it seems that if we do that we will need another original or certified copy of another supporting document, e.g., a birth certificate we currently don’t have available. Also W-7 instructions state that if a National identification card is used as a supporting document it must contain name, photograph, address, date of birth, and expiration date, but the greek national ids do not contain address and expiration date, so we probably can’t use that.
The IRS has some Taxpayer Assistance Centers that offer in-person review of documents, where you guys can bring your tax return and your wife's W-7 and passport, and get the passport back the same day. This would be an option if you guys can get an appointment before the tax filing deadline.
If that doesn't work, other options include:
(By the way if she will get an SSN in the next 6 months, requesting an extension is a good idea anyway because she can get the first two stimulus payments if she gets her SSN issued before the tax filing deadline, including extensions.)
Answered by user102008 on April 26, 2021
Get help from others!
Recent Questions
Recent Answers
© 2024 TransWikia.com. All rights reserved. Sites we Love: PCI Database, UKBizDB, Menu Kuliner, Sharing RPP