Please no need for detail on who qualifies; that info is everywhere. My question is about timing. My mother -in-law does not have to file a tax return, so this is just for claiming her as a dependent. I'm assuming that, if we obtain an ITIN for her, it can't be retroactively applied toward an amended 2016 return, but I was hoping we could claim an exemption for the 2017 taxes. Thanks
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This, from IRS Instructions for Form W-7:
To receive an ITIN for the first time. If you’re applying for a new ITIN, complete and attach Form W-7 to your tax return when you file the tax return for which the ITIN is needed.
You can’t electronically file (e-file) a return using an ITIN in the calendar year the ITIN is assigned.
So you'll have to mail the return for the first time when you claim your mother-in-law:
Internal Revenue Service
ITIN Operation
P.O. Box 149342
Austin, TX 78714-9342
Instructions for W-7, Application for ITIN
Wait to file your amended 2016 until you receive her ITIN. I can't find anything on whether you can amend for a retroactive W-7. I'm thinking not, but you can try.
This, from IRS Instructions for Form W-7:
To receive an ITIN for the first time. If you’re applying for a new ITIN, complete and attach Form W-7 to your tax return when you file the tax return for which the ITIN is needed.
You can’t electronically file (e-file) a return using an ITIN in the calendar year the ITIN is assigned.
So you'll have to mail the return for the first time when you claim your mother-in-law:
Internal Revenue Service
ITIN Operation
P.O. Box 149342
Austin, TX 78714-9342
Instructions for W-7, Application for ITIN
Wait to file your amended 2016 until you receive her ITIN. I can't find anything on whether you can amend for a retroactive W-7. I'm thinking not, but you can try.
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