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ITIN and W-7 Services

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Frank's Tax Service is an IRS-authorized Certifying Acceptance Agent (CAA). You can apply for an Individual Taxpayer Identification Number (ITIN) in person for yourself and your family members at our Lexington, NC office. This will prevent you from having to mail your proof of identity and foreign status documents. After processing, the IRS will mail your ITIN to you, allowing you to file your Form 1040 tax returns. To apply, you must make an appointment with Frank Broadway by calling our Lexington office at 336-238-1040 or make an appointment online.

What is an ITIN used for?

IRS issues ITINs to help individuals comply with the U.S. tax laws and provide a means to efficiently process and account for tax returns and payments for those not eligible for Social Security numbers. They 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. ITINs do not serve any purpose other than federal tax reporting.

An ITIN does not:

  • Authorize work in the U.S.
  • Provide eligibility for Social Security benefits
  • Qualify a dependent for Earned Income Tax Credit Purposes

Do I need an ITIN?

Does the following apply to you?

  1. You do not have an SSN and are not eligible to obtain one, and
  2. You have a requirement to furnish a federal tax identification number or file a federal tax return, and
  3. You are in one of the following categories:
    • Nonresident alien who is required to file a U.S. tax return
    • U.S. resident alien who is (based on days present in the United States) filing a U.S. tax return
    • Dependent or spouse of a U.S. citizen/resident alien
    • Dependent or spouse of a nonresident alien visa holder
    • Nonresident alien claiming a tax treaty benefit
    • Nonresident alien student, professor, or researcher filing a U.S. tax return or claiming an exception

If so, then you must apply for an ITIN.

Do I need to renew my ITIN?

If you need to file a tax return in 2021 and your ITIN has expired or will expire before you file in 2021, IRS recommends you submit your renewal application now to prevent potential delays in the processing of your return. If you use an expired ITIN on a U.S. tax return, it will be processed and treated as timely filed, but without any exemptions and/or credits claimed, and no refund will be paid at that time. Instead, you will receive a notice explaining the delay in any refund and that the ITIN has expired.

Photo: Form W-7 Application for IRS Individual taxpayer identification number by Marco Verch under Creative Commons 2.0
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