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jemachado89
New Member

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).

 
2 Replies
Critter
Level 15

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 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

 


SteamTrain
Level 15

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).

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

____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*
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