CAA Service - ITIN Application (Form W-7)

At Society of Wealth, we have Certified Acceptance Agents who can help you with applying for an ITIN, a necessary tax identification number for non-resident aliens. ITINs should be renewed before filing your next tax return. All expired ITINs remain eligible for renewal as long as you need to file a tax return. 
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ITIN and Your Taxes

For more information on our ITIN service, please call us at (713) 635-9630 or contact us.

At Society of Wealth, We Make the Whole Process Much Easier for You


ITIN FAQs:

WHAT IS AN ITIN?  “ITIN” stands for “Individual Tax Identification Number".   An ITIN is a United States tax processing number issued by the IRS. ITINs provide a means to efficiently process and account for tax returns and payments for those not eligible for a Social Security Numbers (SSN).   

DO I NEED AN ITIN?  ITINs are for Federal Tax reporting ONLY.  You will need an ITIN to: 

  • get a tax refund from your wage withholdings if you are owed one.

  • claim dependents for children that you support that live in the United States, Canada or Mexico. 

  • apply for a mortgage loan or open a bank account.  (Other qualifications will apply.)

WHO NEEDS AN ITIN?  The IRS issues an ITIN to individuals who are required to have a U.S. taxpayer identification number but who do not have and are not eligible to obtain a Social Security number (SSN) from the Social Security Administration (SSA). ITINs are issued regardless of immigration status because both resident and nonresident aliens may have a U.S. filing or reporting requirement under the Internal Revenue Code. Individuals must have a filing requirement and file a valid federal income tax return to receive an ITIN unless they meet an exception.

WHAT ARE THE LIMITATIONS OF AN ITIN?  An ITIN does not authorize work in the U.S. or provide eligibility for Social Security benefits or the Earned Income Tax Credit.

WILL I NEED TO RENEW MY ITIN?  Yes.  If you have not become eligible for a Social Security Number (SSN) you will need to renew your ITIN.  ITINs renew on a rolling schedule. No action is needed by ITIN holders if they do not need to file a tax return. Below is a list of those who will need to renew to file a 2019 return:

*Unexpired ITINs with middle digits 73, 74, 75, 76, 77, 81, or 82 (For example: 9NN-73-NNNN).

*Expired ITINs with middle digits 70, 71, 72, 78, 79, or 80.

HOW DO YOU APPLY FOR AN ITIN?  Complete the latest revision of Form W-7.  Attach a valid federal income tax return unless you qualify for an exception. Include your original proof of identity or certified copies issues by the issuing agency (CAA). There are 13 acceptable documents approved by the IRS to use as proof of identity.

WHEN SHOULD YOU APPLY FOR AN ITIN?  You should apply for an ITIN as soon as you’re ready to file your federal income tax return, since you need to attach the tax return to your application. You can apply for an ITIN any time during the year. If the tax return you attach to Form W-7 is filed after the tax return's due date, you may owe interest and/or penalties. You should file your current year tax return by the prescribed due date to avoid this.

WHEN WILL I RECEIVE MY ITIN?  After you have qualified for an ITIN and your application is complete, you will receive a letter from the IRS assigning you to your Individual Taxpayer Identification Number. The approximate processing time to receive the ITIN is 7 to 11 weeks.  NOTE:  Processing times have increased do to the impact of COVID-19.

I APPLIED FOR MY ITIN 7 WEEKS AGO AND STILL DO NOT HAVE IT.  WHAT SHOULD I DO?  If you have not received your ITIN or any other correspondence from the IRS 11 weeks after applying, call the IRS toll-free number at 1-800-829-1040 for the status of your application if you are in the United States. If you are outside of the U.S., call 267-941-1000 (not a toll-free number).

CAN MY CAA ASSIST ME IF I HAVE NOT RECEIVED MY ITIN?  No.  A Certificate of Authenticity issued by the CAA does not constitute a Power of Attorney. Therefore, the IRS will not release and information to the CAA. The IRS will notify the CAA and the ITIN applicant if the W-7 application has been rejected.

WHAT DOCUMENTS DO I NEED TO APPLY FOR AN ITIN NUMBER?  Per IRS Form W-7, to begin the ITIN application process, you will need to provide the following:

  • A complete IRS Form W-7

  • A U.S. federal income tax return

  • Your Passport or TWO (2) of the following documents: (including at least one identification with photo and one identification from your country):

  • National Identification Document (this must be current, and include your name, photo, address, date of birth, and expiration date)

  • U.S. driver's license

  • Foreign driver's license

  • Birth Certificate (required for a dependent unless a passport is being submitted and the passport has a date of entry into the U.S.)

  • State I.D.

  • Foreign Voter's Registration card

  • Visa issued by the Department of State

  • U.S Military ID card

  • Foreign Military ID card

  • U.S. Citizenship and Immigration Services photo I.D.

  • Medical (for dependents under age 6 only)

  • School records (for dependents under age 18 only)

If you do not have a prepared tax return, we can prepare your return for you.  

For more information about our ITIN services, please call us at (713) 635-9630 or contact us.