turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

misagh4u
New Member

I need help for supporting documents needed for W-7 urgently.

Hello,

I've been using turbotax premier for past couple of years. last year i've got married and filling my tax jointly. she is overseas and doesn't have SSN or ITIN so i'm submitting the W-7 with tax return at the same time. question that i have is on supporting documents, it is confusing of what exactly needed. if i just attach a copy of her passport that's enough? or do i need to attach more documents? 

I also not sure what this paragraph means from the instruction:

"You must submit documentation to establish your identity and your connection to a foreign country (“foreign status”). Applicants claimed as dependents must also prove U.S. residency unless the applicant is from Canada or Mexico or the applicant is a dependent of U.S. military personnel stationed overseas"

is that asking for her status in the country living? or her connection to me? the "foreign country" throw me off!

Please help so i can get this close out on my end.

Regards,

x
Do you have an Intuit account?

Do you have an Intuit account?

You'll need to sign in or create an account to connect with an expert.

3 Replies

I need help for supporting documents needed for W-7 urgently.

Since a wife cannot be a dependent, only the first sentence in your citation is relevant.

It would be good to review the section titled "Supporting Documentation Requirements" beginning on page 2 of the instructions for Form W-7.  Continuing on further, there is a chart of documents which shows various acceptable documentation. Any of the indicated documents should be sufficient to establish foreign status and/or identity.  See the W-7 instructions and the chart at:
   https://www.irs.gov/pub/irs-pdf/iw7.pdf
      or
   https://www.irs.gov/instructions/iw7

misagh4u
New Member

I need help for supporting documents needed for W-7 urgently.

Thank you and it has to be certified correct? i can't just send the copy of the passport?

I need help for supporting documents needed for W-7 urgently.

@misagh4u  --  From pages 2 & 3 of the W-7 instructions referenced above:

"2. You must submit original documents, or certified copies of
these documents from the issuing agency, that support the
information provided on Form W-7. A certified document is one
that the original issuing agency provides and certifies as an
exact copy of the original document and contains an official
stamped seal from the agency. You may be able to request a
certified copy of documents at an embassy or consulate.
However, services may vary between countries, so it’s
recommended that you contact the appropriate consulate or
embassy for specific information."

Unlock tailored help options in your account.

message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question