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Retirement tax questions
You can not efile if there is a person on your return that does not have a ssn or itin.
In the Personal Info section of TurboTax you will enter your dependent’s name and date of birth. Since they do not have a social security number or Individual Taxpayer Identification Number (ITIN) you will leave this section blank.
This will generate an error in the TurboTax program. Ignore the error and print the tax return with errors.
You will send in Form W-7 for each dependent with your tax return. The ITIN application must be accompanied by a tax return to be processed. Here is a link to Form W-7 and its instructions: Form W-7 and Instructions.
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April 14, 2023
5:45 AM