I am helping a friend file a tax return (2016) so that he can apply for an ITIN. Will I be able to do this with TurboTax CD? He needs to have a printed copy of his tax return to take to the IRS office (or mail in).

jemachado89 — Thu, 06 Jun 2019 15:04:34 GMT

The return must be sent in with the W-7 ... do not send i...

Critter — Thu, 06 Jun 2019 15:04:36 GMT

The return must be sent in with the W-7 ... do not send it to the IRS directly ...

To get an ITIN (Individual Tax Identification Number) you will need to fill out form W7 and attach it to the front of your tax return. You will also need to submit additional documentation to prove your identity and status. A passport is the only stand alone document, otherwise you need to submit two documents (see instructions). You can submit original documents; however, it is safer to submit copies. These copies need to be certified by the issuing agency.

Send your return, form W7 and the supporting documents to the address in the instructions (see link below).

You can also apply in person at an IRS office handling ITIN applications (see link ITIN Acceptance Agents).

Turbotax does not support form W7, but you can download it and fill it out manually (or using a pdf editor).

Write "applied for, see attached W7" in the box for the SSN/ITIN on your tax return.

You need to write that in after printing out your return.

Form W7:

www.irs.gov/pub/irs-pdf/fw7.pdf

Instructions for Form W7:

www.irs.gov/pub/irs-pdf/iw7.pdf

ITIN Acceptance Agents (US and international)

http://www.irs.gov/Individuals/Acceptance-Agent-Program

To apply for an ITIN from abroad:

http://www.irs.gov/Individuals/International-Taxpayers/Obtaining-an-ITIN-from-Abroad

Additional publications of interest:

http://www.irs.gov/file_source/pub/irs-pdf/p1915.pdf

www.irs.gov/pub/irs-pdf/p 501 .pdf

www.irs.gov/pub/irs-pdf/p 515 .pdf

www.irs.gov/pub/irs-pdf/p519.pdf

But...can you use TTX software to help prepare his 2016 t...

SteamTrain — Thu, 06 Jun 2019 15:04:39 GMT

But...can you use TTX software to help prepare his 2016 tax return?

Yes...you buy and use the download 2016 software, then fully update it. (or buy the CD, install, and update it as most CDs are only very crude preliminary copies)

Follow the directions below.....(You said you are taking in to an IRS office yourself, so you won't be following the mail-in directions)

https://ttlc.intuit.com/replies/6196779

topic I am helping a friend file a tax return (2016) so that he can apply for an ITIN. Will I be able to do this with TurboTax CD? He needs to have a printed copy of his tax return to take to the IRS office (or mail in). in Get your taxes done using TurboTax

I am helping a friend file a tax return (2016) so that he can apply for an ITIN. Will I be able to do this with TurboTax CD? He needs to have a printed copy of his tax return to take to the IRS office (or mail in).

The return must be sent in with the W-7 ... do not send i...

But...can you use TTX software to help prepare his 2016 t...