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ITIN Help (W2)

Hi All

 

I am on an O1 Visa, had to file my federal tax return first to get ITINs for my Dependents (Wife, 2x Children). We did this as a local tax office as not to post our passports, on Feb 11th, they said it would take up 10 weeks to process. I am now concerned there will be a delay due to COVID-19 .

 

We are due a Federal & State Refund, so own no further taxes but first time of filing.

Since then my wife has received a SSN as our visas have been approved. Do I need the ITIN to file for State Taxes? How can I check up on the ITIN status - will there be delays?


Your help is appreciated, Greg

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2 Replies
KarenJ2
Expert Alumni

ITIN Help (W2)

I imagine your ITINs will be delayed.  IRS to reduce staff up to 50%

  

I would extend your returns to October 15th to allow time to receive the ITINs.  Once you receive them you need to notify the IRS of her SSN.  

 

What do I do when I am assigned a social security number (SSN)?

Once you receive a SSN, you must use that number for tax purposes and discontinue using your ITIN.  It is improper to use both the ITIN and the SSN assigned to the same person to file tax returns.  It is your responsibility to notify the IRS so we can combine all of your tax records under one identification number.  If you do not notify the IRS when you are assigned a SSN, you may not receive credit for all wages paid and taxes withheld which could reduce the amount of any refund due.  You can visit a local IRS office or write a letter explaining that you have now been assigned a SSN and want your tax records combined.  Include your complete name, mailing address, and ITIN along with a copy of your social security card and a copy of the CP 565, Notice of ITIN Assignment, if available.  The IRS will void the ITIN and associate all prior tax information filed under the ITIN with the SSN.  Send your letter to: 

     Internal Revenue Service 
     Austin, TX 73301-0057 

 

IRS Additional ITIN information

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ITIN Help (W2)

Hi Karen

 

Simple question but new to filing, how do I extend to Oct 15th? Is this something I can do via TurboTax, if I filed by paper or ?

 

Best, Greg

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