Question 1

What is an ITIN?

Accepted Answer

An ITIN will serve as your identification number for filing your taxes. With tax professionals and Certified Acceptance Agents (CAAs) nationwide, our offices are well-equipped to guide you through the ITIN application or Click here .

Question 2

Why do I need an ITIN?

Accepted Answer

Let’s say you’re working and earning money in the United States, but you don’t qualify for a Social Security Number (SSN). An ITIN (Individual Taxpayer Identification Number, type of Tax ID or Taxpayer ID) will serve as your identification number for filing your tax returns. If you do not qualify for an SSN, you will need to apply for an ITIN.

Question 3

What else does my ITIN do?

Accepted Answer

Here’s what else your ITIN does:

It allows you to get a refund of income tax withholding from the IRS, if you qualify.
It allows you to file your taxes and claim tax benefits for the qualifying dependents. 
It may allow you to open a bank account or apply for a mortgage loan.
Your ITIN not only helps you file a tax return, it ensures you get the refund you deserve as quickly as possible. And what’s more, your ITIN application or renewal service is free when we prepare your U.S. federal income tax return.

Question 4

What document do I need to get an ITIN?

Accepted Answer

To begin the ITIN application process, you will need:

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 proving identification with photo and one proving foreign status 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.)
U.S. State ID
Foreign Voter’s Registration card
Visa issued by the U.S. Department of State
U.S. Military ID card
Foreign Military ID card
U.S. Citizenship and Immigration Services photo ID
Medical (for dependents under age 6 only)
School records (for dependents who are students under age 18 only)
You can fill out an application form for an ITIN for you, your spouse, and your dependents when you prepare your tax return with us.

Question 5

When should you apply for an ITIN?

Accepted Answer

You can file via Form W-7 with your federal tax return during tax season between January and April or any time you have a reporting requirement.

Question 6

How long does it take to get an ITIN?

Accepted Answer

After you apply for an ITIN and qualify for an ITIN, you could receive a letter from the IRS assigning your tax identification number in as early as seven weeks. However, the speed in which it takes to get an ITIN depends on the volume of inquiries the IRS receives — it can take nine to eleven weeks during busy times.

Question 7

How can I get on-site verification?

Accepted Answer

While the ITIN application or renewal process can be done with any of our tax pros, using a Certified Acceptance Agent (CAA) makes the process a bit easier. Why? With this service, offered at certain participating offices, the CAA will verify your supporting documents. And, because they’re verified on-site, your original documents may not need to be mailed to the IRS. Our CAA will submit copies of these documents, along with your ITIN application or renewal, to the IRS for you. Ask your tax professional if a CAA is available at your H&R Block location.

Question 8

Why should I renew my ITIN?

Accepted Answer

An expired ITIN could delay your tax refund and make you ineligible for certain tax credits, such as the Child Tax Credit, the Other Dependent Credit, or the American Opportunity Tax Credit, until your ITIN is renewed.

Question 9

How do you renew an ITIN?

Accepted Answer

We have tax professionals and Certified Acceptance Agents (CAAs) available to answer your questions and quickly process your renewal for free.
Gather the necessary documents to show proof of identity and foreign status.
Families with multiple ITINs can renew at the same time. If one person’s ITIN expires this year, everyone in the household can renew their ITIN at the same time.
Apply or renew for free to avoid the ITIN application fee you may find elsewhere. Simply file a federal tax return at a participating H&R Block location.
Renew your ITIN today! If you try to file your return with an expired ITIN, your refund could be considerably delayed. Find your OTS Management Group Office  today to ensure you are prepared.

Question 10

How long does it take to renew an ITIN?

Accepted Answer

It can take up to 11 weeks in some cases to renew an ITIN.

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FREQUENTLY ASKED QUESTIONS

What is an ITIN?

Why do I need an ITIN?

What else does my ITIN do?

What document do I need to get an ITIN?

When should you apply for an ITIN?

How long does it take to get an ITIN?

How can I get on-site verification?

Why should I renew my ITIN?

How do you renew an ITIN?

How long does it take to renew an ITIN?

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