From PUB 4012: Creating an ITIN in Taxslayer
After the ITIN application is done:
  • The return CANNOT be efiled
  • Staple the ITIN application (W-7) to the top of the return 
  • If there is more than one W-7, stagger them on top of hte return
  • The client's documents that prove identity and foregin status need to be verified. If the client did not have their taxes done at a site with a CAA (Certified Accepting Agent) then here are their options:
  1. Mail the tax return along with "original" or "copies certified by the originating agency" to the IRS for review. They will be mailed back. **This method worries me--what if they get lost in the mail--and for some their passport is their only form of ID and they cant be without it.  Mail it to:  Internal Revenue Service ITIN Operation P.O. Box 149342 Austin, TX 78714-9342
  2. Go to a local IRS office (if there is one) and have them verify the documents there. I wouuld call first to make sure they can do that at your local office--most all of them require appointments as well. To schedule an appointment, taxpayers can call 844.545.5640.
  3. Go to a local CAA (Certified Accepting Agent) who will probably charge a fee.
**VITA/TCE Partners are encourage to become CAA as there is a need for this--the application process is streamlined for us.
Client has family in Mexico or Canada and is wanting to know how they can get ITINs for their kids/spouse, etc?  Here is a little information to consider. 
Social Security Numbers for Noncitizens--I wonder about this every year (because I forget) so I waste time searching for it, here I can store the page for future reference:  To learn about Social Security Numbers for Noncitizens, Click Here
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You can contact me at maryvitataxes@gmail.com 
Please note: I, Mary Meador, AM NOT a certified accountant or tax law expert. I volunteer with VITA providing free tax preparation for individuals and families whose income is less than $66,000 a year. We deal with simple returns at our sites.  I cannot guarantee the accuracy of all the information on this site as tax laws change and I may not have a clear understanding of complicated issues. I am trying to provide basic tax preparation information for our volunteers to get started--remember Publication 4012 is your go-to resource for questions, as well as irs.gov and Publication 17.  I hope you find this information useful and easy to understand. Thanks for being a VITA/TCE volunteer!
**I am human, so if you find a mistake, please let me know so I can fix it--we are all in this together**
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